Apicella, Testa & Company offers a wide range of services to individuals and closely held business clients. As one of the larger, local accounting firms, clients get the benefit of expert advice combined with personalized, quality service.
The business clients we serve include C-Corporations, S-Corporations, Partnerships, LLP’s, LLC’s, and Schedule C’s. While we work with a wide cross section of businesses, we do have concentrations of clients in certain industries. Click on BUSINESS SECTORS to learn more about areas where we have particular expertise.
Below we have highlighted firm service offerings along with a brief description. This list is by no means all-inclusive, so please feel free to inquire about a service if you do not see it featured. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
Our years of experience coupled with our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, gifts, and not-for-profit organizations.
Tax planning is an essential element of the tax preparation process. Be sure to make tax planning part of your overall personal and business strategy. We can advise you on the most current new developments in the tax laws as they relate to your situation to minimize both your current and future tax liabilities.
Our staff is well experienced handling estate-related administration and settlements including the preparation of estate, trust, and gift tax returns. You can expect to receive timely engagements that minimize tax obligations all handled with the utmost professionalism, confidentiality, and helpful, caring consideration.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Call us to request a copy of our pamphlet, “IRS Audits: What Every Taxpayer Should Know.”
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate the future growth of your business and its ongoing success.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas that affect profitability and growth and then develop solutions that are practical and technically sound. In addition to acting as professional partners to management, we provide comprehensive, unique, and flexible strategies that address the issues affecting your business. We also advise business start-ups. Call to receive a complimentary copy of our pamphlets “Business Checklist For Starting A Business” and “Choose The Right Legal Form For Your Business”.
Properly structuring the purchase or sale of a business is a critical step in the buying or selling process. Our competent staff has experience to guide you through acquisitions and dispositions by addressing such issues as cash flow analysis, tax considerations, as well as by supplying business valuation reports.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. Call us to request a copy of our pamphlet, “Is Your Estate In Order?”
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our experienced staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
With the growing number of computerized accounting software packages available for small businesses and individuals now available, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are knowledgeable about most programs through trade journals and actual use. Our experienced staff can help you choose and implement the software that best fits your needs.
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
