Our Services

At Goldburd & Co. LLP, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Goldburd & Co. LLP’s financial statement audit services comprise three main distinctive levels of assurance depending on your business requirements.

• Audits – we provide the top tier of assurance to third party inquiries, which includes an in-depth and detailed examination, analysis of account balances, inventories, and selected transactions.

• Reviews – we offer a limited assurance program for exterior company interests that utilize a specific analytical plan to confirm financial statement details and identify specifications requiring a more detailed analysis.

• Compilations – we provide this service for a business’s internal components with information provided by the company itself. This is not an assurance method, however it will aid a company in any accounting specific adjustments they may be required to facilitate

Goldburd & Co. LLP litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.

In today’s ever-changing market the complexity in providing reliable financial documentation is paramount. Every business in every range of profitability requires financial reporting that can be the basis of their growth and prosperity. At Goldburd & Co. LLP we provide accounting services designed for the twists and turns of the roadmap for your business needs. Whether through the accounting systems set up process, to reliable and cost effective record management as well as our expert taxation and investment profitability analysis, and your dedicated employee benefit and profit-sharing plans, our firm is full service.

These services include but are not limited to:

• General ledger and financial statement preparation

• Bookkeeping (Monthly, quarterly, or annual)

• Accounting system setup and support

• Payroll processing

• Cash flow budgeting and forecasting

• Personal financial statements

• Employee benefit and profit-sharing plans

• Corporate tax planning and return preparation

• Litigation support

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Goldburd & Co. LLP’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Goldburd & Co. LLP can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

At Goldburd & Co. LLP, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

These services include but are not limited to:

• Audits, reviews, and compilations

• Entity selection and restructuring

• Accounting software selection, implementation, and support

• Business valuations

• Financial projections and forecasts

• Debt and finances advising

• Mergers and acquisitions

• Transaction structuring and negotiations

• Business succession

Goldburd & Co. LLP’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans,insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Goldburd & Co. LLP can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.