Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
Sifting through the vast array of accounting software systems available today can feel overwhelming. The best solution for your business will deliver the capabilities you need through a verified secure platform, without making you overpay for features you will never use.
We will analyze your business sector, current transactions, future plans and emerging needs, helping you to identify a software solution that balances ease of use with the flexibility to grow with your company. We will also evaluate your current technology to help you determine whether your business would be best served by locally-hosted software or a software subscription plan (Software as a Service (SaaS)).
Once you have selected the best solution for you, we will work with key personnel throughout your organization to implement the system. By ensuring that everyone knows how to best use the new software, we can help you get the most out of your investment, while maintaining security for all your critical financial data.
Audits, Reviews, and Compilations
Accurate financial reviews and audits make it possible for your company to maintain compliance, secure financing, find investors or prepare the business for sale. The review process also provides valuable insights into the strengths and weaknesses of your organization’s internal controls, offering unique opportunities to improve how you do business.
We tailor our services to the unique needs of your company, matching our level of involvement to the requirements set by potential funders or buyers. For smaller financing requests, you may only need for us to prepare a more simplified compilation report.
In all cases, we will work with you and key employees across your organization to complete the review process as efficiently as possible. By minimizing the amount of time your employees must devote to audit and review procedures, we help you complete the process without disrupting operations.
Bookkeeping & Payroll
Improve the Efficiency of Your Business
CALL NOW FOR BOOKKEEPING AND PAYROLL SERVICES IN BOCA RATON, FL OR BRIGHTON, MA
Managing your business is easier when you partner with Andrew J. Mason C.P.A., P.A. We offer bookkeeping and payroll services to help you operate a successful business in Boca Raton, FL or Brighton, MA. When you trust an experienced CPA, you can focus on other parts of your business that need your attention. We work with QuickBooks to keep track of your business financials.
We’ll tailor our bookkeeping and payroll services to meet your needs, so get in touch with us today to schedule your free consultation.
LET A CPA MANAGE YOUR BUSINESS TRANSACTIONS
Do you need relief from number crunching and piles of spreadsheets? When you turn to us for bookkeeping and payroll services, you can trust a professional to:
- Set up payroll and direct deposits
- Keep track of employee payments
- Record receipts and verify invoices
- Monitor accounts payable and receivable
- Provide financial reports
We serve small-business owners in a variety of industries in Boca Raton, FL and Brighton, MA. Contact Andrew J. Mason C.P.A. today to schedule a free consultation with an experienced bookkeeper.
Business Consulting
Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, we combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.
We will take the time to learn about your company’s unique challenges, goals and current strategies. We then draw on years of business analysis experience to help you address inefficiencies, and identify and capitalize on hidden growth potential. We empower you and your team to make well-informed choices for the future of your business.
Whether you need short-term assistance with a major transition, or a long-term partner in strategic planning, we can help you unlock the full potential of your business.
Business Entity Selection
The way you structure your business has far-reaching tax and financial implications. Each business entity class—partnership, LLC, sole proprietorship, S corporation, etc.—has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more. Selecting the best entity type for your company requires careful analysis of your business objectives.
We will thoroughly review your current transactions and business plan with you to help you find the ideal structure for your business. And because the best entity designation today might not suit your evolving needs in the future, we will also provide guidance on how to regularly reassess your business structure, and change it if appropriate.
Buying or Selling a Business
The decision to buy or sell a company can shape your future for years or even decades. The buying/selling process requires careful valuation, an exhaustive due diligence process, and in-depth research to determine the right timing for the transfer.
When the time comes to explore selling your business, we will provide support for you and your staff at every step. Our services include accurately valuing the company, vetting potential buyers, and ensuring that qualified buyers have easy access to all the information they need to fulfill due diligence obligations.
We will also partner with you when a promising opportunity to acquire a business presents itself. Our valuation services and support for due diligence give you the peace of mind of knowing that the targeted company is what it appears to be.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. Our services include estate planning to simplify property transfers to heirs, minimizing tax liability so heirs receive the maximum benefit, and tax preparation after a loved ones’ passing.
We will work with you and your attorney to structure your estate and/or trusts with an eye toward minimizing tax liability, smooth fulfillment of your bequeathal directives and, when possible, avoidance of the long process of probate. In the event that you wish to begin distributing assets to your heirs during your lifetime, we can also assist with IRS gift reporting requirements.
When a loved one passes away, we can prepare and file any required final tax returns for the decedent and any associated trusts. We lift the paperwork burden off your shoulders, so you can focus on the far more important matter of spending time with your family during a difficult transition.
Financial Analysis
Accurate financial analysis is the cornerstone of business management, opening up new opportunities and guiding sound planning and decision making. Our complete financial analysis services include operational assessments to help your company function more efficiently, along with industry-specific evaluations that could help you gain a competitive edge.
We can also work with key personnel to generate pro forma projections. These forecasts include thoroughly researched data on potential revenues, liabilities, liquidity, and net profits under various scenarios, presented in a standard accounting format for easy review. Having reliable numbers will enable your management team to pursue or reject a course of action with confidence, and also develop new and more finely tuned proposals.
Whether you are contemplating staying the course, implementing sweeping changes, or anything in between, our financial analysis services will support the continuing prosperity of your business.
Financial Statements
Maintaining clear, accurate and timely financial statements is one of the most impactful investments you can make in the long-term success of your business. Well-prepared statements ensure hassle-free internal and external audits, help guide management decisions, and present the stability and growth potential of your business to prospective lenders, investors or buyers.
Preparing the primary components of a financial statement – mainly the balance sheet, income statement, cash flow statement and statement of shareholders’ equity – requires thorough record keeping and detailed analysis. Clear, easy-to-read presentation matters every bit as much as precision.
We will work closely with your key personnel to assemble all the data needed to develop your financial statements. We will then help you finalize the statements to ensure compliance with industry standards and so critical information can be found at a glance.
IRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.
We will advocate on your behalf and help you and your staff assemble any documentation that IRS agents might request, so that you are never fending for yourself.
By drawing upon years of experience handling audit procedures and tax rules, we can take the stress out of working with IRS agents, and ensure that your rights as a taxpayer are protected and that you pay the minimum allowed by law.
Management Advisory Services
Managing your business for optimal efficiency and effectiveness requires continuously tracking and analyzing a wide range of data points to make informed decisions. We work closely with key personnel across your organization to gather and interpret the critical information that drives your company’s long-term success.
Many management consultants offer a narrow focus, but our approach is comprehensive. We provide expertise in general business planning, merger and acquisition support, and a broad range of other services designed to keep your company on track and moving toward its goals.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.
Many contracts and other business documents require notarization in order to take effect. If your company does not have an in-house notary public, we can provide one whenever needed. Even when notarization is not legally required, having a notary public witness and authenticate the execution of an agreement ensures that your company’s interests will be well protected if the terms of the agreement are ever disputed.
We can also provide useful services for your staff, including authenticating absentee ballots and legal documents. Offering this service to your personnel can reduce lost worker-hours, as employees will not need to find a notary public at a bank or other institution.
Payroll Services
Payroll administration poses ongoing challenges for business owners, due to constantly changing federal, state, and local tax laws and other regulations. Often, highly impactful changes to payroll management rules and procedures occur during times of economic distress, when your key personnel’s attention is divided between a wide array of issues.
Our payroll services professionals will work with your staff to implement sound payroll administration practices that can be swiftly adapted whenever the need arises. We closely monitor changes in payroll regulations, tax laws, and compliance requirements, ensuring that your business stays informed and compliant with any updates that could impact your payroll processes and employees.
By ensuring that payroll runs smoothly through every change in regulations, economic realities, and the size of your staff, we can help you stay focused on growing your business.
Retirement Planning
Whether you are devising your personal retirement strategy or choosing a retirement plan to offer your employees, we can help you find the best options for you. Drawing on years of experience in retirement strategy, we will work with you to develop a retirement plan designed to withstand the economic ups and downs that inevitably occur over time.
For businesses, we can carefully review the unique financial realities of your company and employee population, so you can offer retirement plans that serve everyone’s best financial interests. We can also educate key personnel about compliance issues associated with each plan, empowering them to manage the plans effectively going forward.
For individuals and couples, retirement is deeply personal and we take pride in working with our clients on an individual basis to determine a strategy that fits your unique financial situation, risk tolerance, and long-term goals.
Sales Tax Services
Online sales tax collection, complying with state and local sales tax rules is more important and complex than ever. With regulations varying by state and even from one municipality to the next, sales tax compliance can quickly grow extremely complex, even for a small company with one location.
We will help you understand and meet all of your sales tax obligations, including calculating use taxes (if applicable) and filing timely and accurate returns. We can also help you determine whether changes in your operations might increase or decrease your sales tax liability.
Sales and use taxes are a primary revenue source for many states, counties, and cities, so government revenue departments strive to maximize collections. Working with an experienced sales tax partner helps ensure that you neither underpay nor overpay.
Tax Preparation & Planning
How to Make the Most of Your Income
RELY ON US FOR TAX PLANNING SERVICES IN BRIGHTON, MA AND BOCA RATON, FL
If you want to make the most of your income throughout the year, you need to call Andrew J. Mason C.P.A., P.A. for tax planning services in Brighton, MA and Boca Raton, FL. With careful planning, we can utilize tax strategies to help you reduce your tax liability and maximize your tax returns.
To consider your options, contact an experienced accountant today. Free consultations are available, so call now to get started on your tax planning services
3 REASONS TO CONSIDER TAX PLANNING SERVICES
Tax planning allows you to prepare for tax season properly. For example, business owners want to verify that their taxes are being taken out correctly during the year. Schedule tax planning services if you want to:
- Reduce your tax liability.
- Take advantage of tax deductions.
- Defer your income to get a lower tax rate.
Don’t wait until tax season to consider your options. Work with Andrew J. Mason C.P.A. to take advantage of tax strategies now and to set yourself up for success in the future.
Call now to schedule tax planning services in Boca Raton, FL or Brighton, MA.
Don’t Stress When Tax Season Arrives
CALL US FOR TAX PREPARATION SERVICES IN BOCA RATON, FL OR BRIGHTON, MA
When tax season approaches, you may feel overwhelmed by the tax preparation process. If you want to maximize your tax return and avoid costly mistakes, get in touch with Andrew J. Mason C.P.A., P.A. for tax preparation services. We assist individuals and small business owners with their tax returns in Boca Raton, FL and Brighton, MA. We’ll make sure you’re aware of the deductions you qualify for so that you can get the most out of your tax return.
Are you worried about making an expensive mistake on your tax return form? If you’re a business owner or an individual with a complicated financial situation, it’s a good idea to hire an accountant for tax preparation services. Reach out to Andrew J. Mason C.P.A. now to schedule your free consultation.
WE WORK WITH ALL TYPES OF BUSINESSES
As a business owner, the tax preparation process can be confusing and time consuming. You can trust an accountant from Andrew J. Mason C.P.A. to handle your tax returns. We work with the following business formations:
- Partnerships
- Sole proprietorships
- Limited liability companies (LLCs)
- S corporations
We can help with individual tax preparation, as well as state tax returns. Contact us now for tax preparation services in Brighton, MA or Boca Raton, FL.
Call today to schedule an appointment!
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