Kushner LaGraize, LLC offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
ACCOUNTING & ASSURANCE SERVICES
Accounting Services
Audit Services
Reviews and Compilations
Agreed-upon procedures engagements
Bookkeeping/Write-Up
Cash Flow & Budgeting Analysis
TAX SERVICES
Tax Services
IRS Representation
Payroll Services
Sales Tax Services
Business Succession Planning
Estate Planning
Retirement Planning
Business Entity Selection
CONSULTING SERVICES
Litigation Support
Financial Forecasts & Projections
Business Valuations
Internal Control Reviews
Personnel Searches
ACCOUNTING SERVICES top
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Personal financial statements
• Quickbooks consultation and assistance
• Staff augmentation
AUDIT SERVICES top
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's control systems and records providing the highest level of assurance.
REVIEWS AND COMPILATIONS top
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 two levels of assurance:
• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided and used primarily for internal use.
BOOKKEEPING/WRITE-UP top
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
CASH FLOW & BUDGETING ANALYSIS top
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
TAX SERVICES top
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
• Tax planning & return preparation
• Individuals
• Corporations
• Partnerships
• LLCs/LLPs
• Estates, trusts & gift
• Not-for-profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business
IRS REPRESENTATION top
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.
PAYROLL SERVICES top
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
SALES TAX SERVICES top
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
BUSINESS SUCCESSION PLANNING top
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.
ESTATE PLANNING top
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.
RETIREMENT PLANNING top
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
BUSINESS ENTITY SELECTION top
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
LITIGATION SUPPORT top
As experts in the fields of Accounting and Taxation, we are qualified to assist attorneys and the courts with all litigation matters for both plaintiffs and defendants. We have the experience and expertise to provide credible consulting or expert witness services in litigation matters ranging from simple to complex.
Some of the services we provide include:
• Preparation of Expert Reports.
• Expert witness testimony.
• Advise and communicate with attorneys and/or judges during all phases of litigation.
• Analysis of financial data.
• Serve as a Special Master appointed by the Court.
• Serve as a mediator or assist a mediator.
FINANCIAL FORECASTS & PROJECTIONS top
Forecasts and projections are needed for various purposes such as business plans, and in connection with obtaining financing. Our staff can assist clients with simple projections and complex financial modeling.
BUSINESS VALUATIONS top
There are many reasons to value your business including: sale or transfer of partial or total interest, estate and gift tax purposes, divorce, buy/sell agreements, etc. Each reason can result in a different determination of value which requires an in-depth analysis of the company and its financial competition and industry, etc. Reliable analysis and values that can stand up to the scrutiny which may occur after the analysis is complete is extremely important. We have experienced valuators on staff that can provide an accurate value of your business or your ownership interest. We also have many years of experience negotiating the purchase or sale of businesses.
INTERNAL CONTROL REVIEWS top
Every business should have a system of policies and procedures in place that safeguard assets and control the financial transactions that occur each day. Based on our experience, we can assist your company by testing and analyzing your businesses' internal procedures and offer recommendations which could strengthen your internal control system.M
PERSONNEL SEARCHES top
We can assist your company in recruiting various levels of accounting personnel. Our clients place trust in our knowledge and experience of their business and therefore seek our expertise to place the right accounting personnel in their company. Our personnel search services include placing ads, reviewing resumes, and interviewing potential candidates. We have successfully assisted clients with hiring accounting personnel ranging from accounting clerks to CFOs.