What We Do
Our firm has represented businesses and individuals in Florida for over 25 years. Our professional team brings a seasoned value added expertise to assist you with keeping you and your company competitive, in compliance, and profitable. For many New York, and New Jersey residents opening businesses in Florida or relocating their businesses and homes to Florida: we offer a boutique array of services that focus on both your Florida and NY/NJ affairs. Sammy is a licensed C.P.A. in both Florida and New Jersey.
Industry Expertise
We serve a diverse clientele that includes closely-held businesses, partnerships, corporate organizations, and individual taxpayers, across a wide range of industries. In addition, we also serve not-for-profits. Our firm employs advisers with expertise and widespread experience in each of the areas listed below in order to meet the specialized needs of our clients.
Business Income Tax Return Preparation
Personal Income Tax Return Preparation
Estate & Trust Tax Return Preparation
Financial Planning
Estate Planning
Litigation Support
Divorce Mediation Consulting
Bankruptcy Mediation
Business Valuation Consulting
Forensic Accounting
Mergers & Acquisitions Consulting
Succession Planning (Identifying key responsibilities for succession or replacement within companies)
Foreign Owned U.S. Based companies
Nexus Multi-State Filing Requirements
Tax Services
We provide constructive and creative tax planning for stockholders of closely held corporations and corporate executives. This service includes individual, corporate, partnership and limited liability company income tax planning, analysis of tax shelters, estate planning, examination representation before governmental agencies, i.e. IRS and State agencies and planning the tax aspects of corporate reorganizations, mergers and acquisitions. We also prepare all types of tax returns, e.g. corporate, partnership, individual, estate and gift, fiduciary, not-for-profit, etc.
Management Advisory Services
Our management advisory services are designed to assist operating management with: accounting systems, financial controls, cost analysis, feasibility studies, budgeting, forecasting, cash flow, banking and loan application preparation, personal financial planning, due diligence, mergers and acquisitions consulting, corporate and partnership valuation consulting. We also provide computer support consultation including needs analysis, evaluation of hardware and software, training and requests for proposals.
Litigation and Insolvency Consulting Services
Litigation consulting services are performed for attorneys or others in connection with pending or threatened litigation or arbitration proceedings. The firm provides a full range of valuation and forensic accounting consulting services for corporate, matrimonial, estate and shareholder/partner litigation. The firm also provides investigative accounting.
Insolvency, reorganization, turnaround and workout decisions should be made with extreme care, with an eye towards maximizing returns and limiting exposure.
When you’re facing a decision that will have a major impact on your company, it’s important to get knowledgeable financial advice. Our dedicated team of financial professionals with an outstanding reputation in the following areas will help you explore your options:
Insolvency
Reorganization
Valuations
Collateral Damages
Integrated Services
We make daily, monthly and annual record keeping pleasurable for the small business and/or business person on the go. At PB Accountants and Advisors LLC, we have dedicated an entire department to the evolving business. We utilize the latest software and employ cutting-edge techniques in an effort to ease the management of a growing business. We maximize what your in-house personnel can do to increase efficiency and reduce cost. The net result is financial information, be it financial statements or tax returns, you can count on to make the right business decisions.
Accounting Software
In order to keep up with the fast paced world of accounting software, PB Accountants and Advisors LLC, has formed a team of consultants proficient at installing, training and maintenance of cutting edge accounting software. The installation and use of this software helps the clients of the firm to efficiently and effectively operate their respective businesses.
