Services

Fineman West & Company has been providing a full-spectrum of accounting and auditing services to our individual and business clients for more than 40 years. We have in-depth knowledge and an unsurpassed passion to help our clients achieve and maintain financial success for the future. We offer a wide range of services, including:

ACCOUNTING SERVICES

Detailed financial records are vital to keep daily operations running smoothly. Our accounting services contribute to a healthy bottom line and a prosperous future for your business. Our audit approach combines a keen understanding of the competitive business landscape and our experience evaluating the risks you face on a daily basis. Our goal is to help you maximize return on your investment through detailed management letters that offer in-depth analysis of your financial statements, internal controls, and operational efficiency. These services include:

  • Audits, Reviews and Compilations of Financial Statements
  • Assessment of Internal Control
  • Financial Forecasts and Projections
  • Cash Flow and Budgeting Analysis
  • Agreed-Upon Procedures
  • Due Diligence
  • Licensing and Royalty Audits
  • Assistance on transactions, including mergers and acquisitions
  • Assistance with income tax provision calculation (ASC 740)

TAX SERVICES

Taxes are an inescapable fact of life, but they don’t have to be a headache. Fineman West stays abreast of the latest tax laws and makes them accessible to our clients to help them prepare for existing tax requirements and 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 for All States)
  • Estate and Trust Tax Preparation and Planning
  • Tax Consulting and Direction on Business Sales/Acquisitions
  • Advising on Buy/Sell Agreements, Compensation, etc.
  • Guidance on Entity Structuring and Expansion
  • Maximizing Employment and Research and Development Tax Credits
  • Structuring Real Estate Investment Transactions, Including Cost Segregation and Tax-Free Exchanges
  • International Taxation
  • Handling of Tax Audits and Controversy Resolution for Federal, State, and Local Tax Agencies

CONSULTING SERVICES

Launching or growing a business in a challenging economic climate can be daunting. You may be looking for ways to revitalize your approach and create new opportunities. Fineman West offers a full range of consulting services, including:

  • Business Formation and Growth Strategies
  • Business Succession Planning
  • Buying and Selling a Business
  • Financial Planning
  • Investment Review
  • Assistance with Obtaining Financing
  • Business Entity Selection
  • Business Valuations
  • Estate Planning
  • Fraud Prevention and Detection
  • Retirement Planning
  • Strategic Planning
  • Profitability Analysis

BOOKKEEPING

Ongoing bookkeeping support so that you have your financial information recorded correctly, and you can relax and focus on what is important to your business. These services include:

  • 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 reports