©
Copyright 2021 Philip Beckett CPA. All Rights Reserved.
Office 518.773.7226
Fax 518.725.4921
Services
Our firm is committed to providing customized, cost effective services
to families, individuals, businesses and not for profit organizations, and
has been doing so since 1976.
Our mission is to provide the most timely, effective accounting and
financial data necessary for you to be successful in your endeavors.
As an independent Certified Public Accounting firm, we can help you
solve your problems and realize your goals and potential, through a
wide range of personalized accounting, audit, tax and custom services
designed especially for you.
We have been trained in the traditional accounting disciplines as well in
common sense approaches to solving business problems, and can get
to know you and your goals, understand your organization on a
personal basis, and coordinate a comprehensive program of
responsive service.
Through experience in serving individuals and organizations similar to
yours, availability when you need it, and an interest in the success of
your business, we can help you reach your goals, in a timely, efficient
and cost effective manner.
Entrepreneurs are by nature innovative. They are constantly
searching for ways to streamline their operations, expand their market
share, and branch out into new areas. Their accountants should be
just as innovative. Our training and experience can assist you through
our availability to identify and apply the various alternative opportunities
for you benefit.
In addition to our membership in State and National societies, we are
constantly upgrading our skills through continuing professional
education. Our membership in the American Institute of Certified
Public Accountants Peer Review Program demonstrates our
commitment to the highest of professional standards.
We have entered into technical advisory programs with computerized
accounting software firms, such as Quickbooks and Peachtree.
Please contact us to find out which of these services can help you to
improve your organization. We look forward to working with you, your
attorney and other professionals to help you achieve your goals.
Traditional accounting services;
• Audited financial statements
• Compiled financial statements
• Reviewed financial statements
• Computerized accounting and bookkeeping
• Adjusting journal entries and depreciation schedules
Tax compliance services;
• Preparation of tax returns
• Tax planning
• Representation before Internal Revenue Service and
State tax authorities on audits.
• Electronic filing of tax returns
We can assist you to maximize your profits by;
• Personal and business goal setting
• Business strategies
• Feasibility studies
• Incentive or deferred compensation plans
• Organizational structure charts
• Financial analysis
• Cash management and collections
• Lease vs. purchase decisions
• Cost accounting and budgeting
• Computerized accounting systems
We can assist you to minimize your taxes with;
• Business organization form review
• Consolidated returns
• Qualified profit sharing retirement plans
• Long term gain vs. ordinary income
• Accounting year selection
• Special tax elections
• Installment sales
• Valuation alternatives
• Qualified exchange transactions
• Estate and trust review and administration
We are available to provide;
• Business plans
• Financing alternatives
• Business valuations
• Not for profit accounting and auditing