Our firm 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.
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
We gauge our worth by the personal and business successes of our clients. We can 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.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
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.
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.
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
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.
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.
An asset protection or wealth preservation plan makes the enforcement of judgements against protected assets nearly impossible, and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.
Effective estate and gift 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.
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.
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.
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
We can perform audits of your financial statements and issue a report stating our opinion as to whether they conform to generally accepted accounting principles. Our management summary letter will outline our recommendations for improving your controls and operations. We can also perform a review of your financial statements when that level of assurance is all you need.
We offer full or partial accounting services tailored specifically to meet your business needs. Our highly trained staff can help you produce financial reports and statements that are timely, accurate and informative.
Pisenti & Brinker LLP can help you increase your organization's operational efficiency and effectiveness through an evaluation and redesign of your financial and operational processes. Utilizing the COSO framework, we will identify your internal control strengths and areas for possible improvement and help you develop sound operational practices. Our full range of internal control related services also includes expertise in the performance of our SOX404 reviews and SAS70 Type I and Type II audits.
Our popular Board Member Bootcamp and Not-For-Profit Speaker Luncheons have helped dozens of not-for-profit organizations and their board members understand their roles and responsibilities. We offer a full range of services to not-for-profit organizations and governmental agencies.
You can count on our experience and understanding of the valuation of businesses to provide you with the confidence to move forward with your business decisions. We work with companies of all sizes including closely-held businesses, midsize corporations with national operations, and emerging companies. Valuation specialists have access to and experience with major online databases to provide you with critical information for your decision-making processes, such as economic information, sales transactions, industry trends and analysis, or market data. Let us help manage and analyze extensive data or document-intensive discovery and casework.
Pisenti & Brinker can perform a Green Operational Review to identify opportunities to strengthen your bottom line through operating efficiencies and adoption of sustainable practices. We also do Green Business Valuations, examinations of tax credits and rebate opportunities, as well as rate of return and payback period analysis for investment in green technologies. We can also assist you with obtaining your Green Business Certification.
Forensic, valuation, and litigation support addresses all aspects of business transactions and a range of issues that include mediation and arbitration, family law, forensic inventigation, litigation support, bankruptcy, and business valuation. Local judges and attorneys recognize and respect members of our Pisenti & Brinker team and hire them as expert witnesses.
Let Pisenti & Brinker represent you for IRS audits and tax controversies. Our tax experts know the tax law and are familiar with these tax disputes. Let us free you of the worry of dealing with tax authorities and present your case in your most beneficial position.
Pisenti & Brinker can prepare your annual tax returns and strategize with you to plan your next year's tax-related activities, as well as provide assistance on any other matters that might affect your personal or business finances.
Pisenti & Brinker LLP has a Certified QuickBooks™ Proadvisor on staff who has several years of experience in working with QuickBooks™.
Available services include:
We are experienced in providing expert witness testimony relating to financial, economic, and business matters in support of the litigation-related work that we or other experts have performed.
Planning for the future of your business is one of the most important tasks you can do. We can review your current situation, evaluate options and develop strategic plans to make your plans a reality.
Pisenti & Brinker LLP has a wealth of international tax experience and can assist you with design and implementation of a transfer pricing strategy - whether it's documenting global transfer pricing policies, mitigating transfer pricing controversies or cost-effective trade-flow structures.