Margolis & Cordero Accounting provide a full-spectrum of accounting and auditing services to our individual and businesses. We have in-depth knowledge and an unsurpassed passion to help our clients achieve and maintain financial success for the future. We have years of real-world experience, offering a wide range of services, including:
- Bookkeeping
- Business Advisory Services/Consulting
- Business Entity Selection
- Business Management
- IRS Representation
- Tax Preparation & Planning
Bookkeeping
Margolis & Cordero Accounting offers ongoing bookkeeping support so that your financial information is recorded correctly and you can relax and focus on what is important to your business. These services include:
- CFO Services
- Record-Keeping in our Computerized Bookkeeping System
- Set Up of Chart of Accounts
- Monthly Financial Reports
- Payroll Taxes
- Internal Control Procedures
- Document Retention Policy Implementation
- Business License Renewals
- Sales Tax Forms
- Business Tax Forms
- Year-End 1099 Forms
Business Advisory Services/Consulting
- Business Formation and Growth Strategies
- Business Succession Planning
- Buying and Selling a Business
- Financial Planning
- Employee Benefit/Incentive Plan Advising
- Entity Selection, Structure, and Expansion
- Fraud Prevention and Detection
- Strategic Planning
- Profitability Analysis
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Business Management
We are business managers that not only take your business into consideration but lifestyle as well. We care about you, your financial goals, your financial stability, your future and your legacy. Our team can free up your time, make sure you stay on track and help increase your profits by taking on all the daily, weekly, monthly and yearly financial challenges of running a small- or mid-sized business. Based on your company’s needs, we’ll do the following for you on a monthly or quarterly basis:
- Managing cash flow, budgeting and projections
- Bookkeeping and accounting
- Budgets and bill payments
- Back office support
- Payroll processing and management
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Tax Preparation & Planning
Taxes are an inescapable fact of life, but they don’t have to be a headache. At Margolis & Cordero Accounting we stay abreast of the latest tax laws and makes the information accessible to clients. Because of this, we are able to help clients navigate existing tax requirements and prepare for future tax changes as painlessly as possible. These services include:
- Federal Tax Planning and Preparation for Businesses and Individuals
- Expertise in State Income Tax Filing and Sales Tax Collection Requirements (all states)
- Estate and Trust Tax Preparation and Planning
- Tax Consulting and Direction on Business Sales/Acquisitions
- Innocent Spouse Representation
- Tax Audits