Services

Making your finances less taxing 

Feel free to inquire about a service if you do not see it listed. If it happens to be a service we do not provide, we will be more than happy to refer you to a qualified professional who does.

Tax Services

Tax Planning & Preparation

Tax planning and preparation is the key to success for both individuals and businesses. Whether you are an individual or a multi-state, multi-tiered partnership, Richard J. Browdy, C.P.A. will develop tax strategies that take advantage of new tax laws and legislation. Our goal is to minimize your tax exposure through proper planning.

IRS/State Representation

With over 35 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 regulatory authorities.

International Tax Compliance

Foreign individuals and entities doing business in the United States are required to follow certain IRS regulations. We assist these individuals and companies in adhering to the applicable laws and regulations.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries. It 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 and work closely with your legal counsel to ensure you obtain the results you desire.

Sales Tax Services

We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. We can also help if you are audited by the Department of Revenue for a Sales Tax Examination. We have assisted many clients and have saved them considerable tax dollars by taking advantage of many of the state statutes and tax exclusions that are available.

Payroll Services

We will assist you in developing a payroll system that will ensure payroll is compliance with all applicable regulations (Forms 941, UCT-6, W-2s, W-3, 1099s, etc.). We will also assist you in the calculation and timely remittance of your payroll tax deposits to eliminate costly late payment penalties.

Accounting Services

Accounting

We assist our clients so they can make informed financial decisions. We ensure that our client's records can withstand IRS scrutiny by assisting with the documentation requirements for the areas that the IRS successfully audits. Providing financial information to our clients in a timely and accurate manner is our commitment. We provide a full range of cost effective accounting services including:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting systems setup for new businesses
  • Computerized payroll services
  • Personal financial statements

Consulting Services

Business Consulting Services

We will help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Business Succession Planning

Effective coordination of the transition of your business to your children, your key employees or new owners 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 can address the complex issues of business continuation and can assist you in developing a sound plan that will minimize the tax implications to you and your family.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We will guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.