Steven H. Machiela CPA provides a wide range of services to individuals and businesses in a variety of industries. At Steven H. Machiela CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
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Tax Management Services |
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Accounting Services |
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Compilation Services |
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Estate and Trust Planning and Tax Preparation |
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Financial and Retirement Planning |
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Litigation Support and Forensic Accounting |
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IRS Representation |
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Bookkeeping/Write-up |
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Entity Selection and Restructuring |
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Accounting Software Selection, Implementation, and Support |
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Computer Consulting |
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Payroll Services |
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Employee Benefits, Pension, and Profit-Sharing Plans |
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Cash Flow and Budgeting Analysis |
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Financial Projections and Forecasts |
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Debt and Finance Advising |
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Tax Management Services |
| We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. |
| Request information about Tax Management Services |
Accounting Services |
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Our CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
- Litigation support
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| Request information about Accounting Services |
Compilation Services |
| Compilations are
usually requested for internal purposes and are based upon information provided by a company.s
management. They do not offer assurance but may involve some adjustment to accounting records. |
| Request information about Compilation Services |
Estate and Trust Planning and Tax Preparation |
| Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Steven H. Machiela CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. We work closely with attorneys in our area to develop a sound estate plan for you. |
| Request information about Estate and Trust Planning and Tax Preparation |
Financial and Retirement Planning |
| Steven H. Machiela CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Steven H. Machiela CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. |
| Request information about Financial and Retirement Planning |
Litigation Support and Forensic Accounting |
| Steven H. Machiela CPA litigation support and forensic accounting services
can be employed in a wide range of situations, including commercial litigation, financial investigations,
business valuations, business and marital dissolutions, and bankruptcies. These services can involve
quantification of economic loss or damages, analysis of financial records, and fraud and
theft investigation. |
| Request information about Litigation Support and Forensic Accounting |
IRS Representation |
| Professional representation can be vital during an audit,
and our experience with tax authorities enables us to guide clients in their dealings with federal
and state agencies. |
| Request information about IRS Representation |
Bookkeeping/Write-up |
| Accurate record-keeping is essential to a successful
business yet can also be complicated and time consuming. Steven H. Machiela CPA can help you with the organization and
day-to-day tasks of bookkeeping so that you can focus on your core business. |
| Request information about Bookkeeping/Write-up |
Entity Selection and Restructuring |
| Your business entity has a large impact on your taxes
and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. |
| Request information about Entity Selection and Restructuring |
Accounting Software Selection, Implementation, and Support |
| Choosing and implementing a new accounting software
system can be a challenging undertaking. Steven H. Machiela CPA's experience with various packages currently on the market
as well as awareness of new products allow us to aid you in choosing and implementing a system that
will suit your company.s needs. Training and support will ensure minimal disruption of your everyday
business processes. |
| Request information about Accounting Software Selection, Implementation, and Support |
Computer Consulting |
| As technologies rapidly advance, companies increasingly
need to update their computer systems. Steven H. Machiela CPA can audit your system competencies and gauge upgrade needs as
well as provide support in choosing and implementing new hardware or network systems. |
| Request information about Computer Consulting |
Payroll Services |
| Steven H. Machiela CPA's payroll services can help you reduce the time spent
on administration through developing and implementing a computerized payroll system that will facilitate
processing, timely payment and preparation of tax returns. |
| Request information about Payroll Services |
Employee Benefits, Pension, and Profit-Sharing Plans |
| Choosing and administering benefit plans for your employees
is often a complex process. Steven H. Machiela CPA can help you develop, implement, and administer your benefit, retirement,
and profit-sharing plans with an eye toward maximizing tax advantages. |
| Request information about Employee Benefits, Pension, and Profit-Sharing Plans |
Cash Flow and Budgeting Analysis |
| Good cash management can improve a company's liquidity,
reduce costs, and increase profitability. Steven H. Machiela CPA can help you maintain optimal cash flow levels by tracking
sources and uses, forecasting, and budgeting accordingly. |
| Request information about Cash Flow and Budgeting Analysis |
Financial Projections and Forecasts |
| No one can predict the future perfectly, but we can
all benefit from planning for it. We combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models. |
| Request information about Financial Projections and Forecasts |
Debt and Finance Advising |
| Whether your needs are corporate or personal, our
professional staff can assist you in sorting out the different options available for debt management
and financing that will result in optimal tax implications. |
| Request information about Debt and Finance Advising |
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