Tax Planning
and Compliance

Tax Return Preparation: Corporate, individual, partnership, and trust tax returns.

Business
Consulting Services

Internal Controls Assessment: Evaluating and improving internal financial controls.

Audit and
Assurance Services

Financial Forecasting and Projections: Assisting with business budgeting, cash flow forecasts, and financial modeling.

Our CPA Team

A qualified and Cerified Team made of of Experience accountants comitted to your corporate success.

Paul Friedl

Leading Partner

Clair Overmars

CPA Partner

Norman Cohen

CPA Associate

CPA Services

As an organization made of Certified Public Accountant (CPA), We provide the following high-level services to our numerous financial client

Tax Planning and Compliance

  • Tax Return Preparation: Corporate, individual, partnership, and trust tax returns.
  • Tax Strategy and Planning: Structuring tax-efficient strategies for businesses and individuals.
  • International Taxation: Advising on cross-border tax issues and compliance with international tax laws.
  • State and Local Taxation: Guidance on state-specific tax laws, including sales tax, property tax, and income tax.

Audit and Assurance Services

  • Financial Statement Audits: Conducting audits for private companies, public entities, and non-profit organizations.
  • Internal Controls Assessment: Evaluating and improving internal financial controls.
  • Forensic Accounting: Investigating fraud, embezzlement, and financial misconduct.
  • Review and Compilation Services: Providing financial statement reviews or compilations where full audits are not required.
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Business Consulting

  • Financial Forecasting and Projections: Assisting with business budgeting, cash flow forecasts, and financial modeling.
  • Mergers & Acquisitions: Advising on the financial due diligence process, valuation, structuring deals, and post-merger integration.
  • Risk Management and Mitigation: Identifying financial risks and implementing strategies to minimize those risks.
  • Exit Strategies: Planning for business succession, sales, or other exit options.
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Investment and Wealth Management

  • Investment Strategy and Portfolio Management: Advising clients on asset allocation and diversification.
  • Retirement Planning: Developing tax-efficient retirement strategies for individuals and business owners.
  • Estate Planning: Helping with the creation of trusts, wills, and other estate structures to minimize estate taxes and ensure wealth transfer efficiency.
  • Cash Flow and Liquidity Management: Analyzing liquidity needs and ensuring sufficient cash flow for clients.
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Accounting and Bookkeeping Services

  • Financial Record Keeping: Maintaining accurate financial records for businesses, including general ledger management and reconciliations.
  • Month-End and Year-End Closings: Preparing and finalizing financial statements at the close of each accounting period.
  • Management Reporting: Providing customized financial reports to help business owners and executives track performance.
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Regulatory and Compliance Advisory

  • SOX Compliance (Sarbanes-Oxley Act): Assisting with compliance for publicly traded companies.
  • Financial Regulations Compliance: Ensuring adherence to industry regulations and accounting standards such as GAAP or IFRS.
  • IRS Representation: Representing clients during audits, disputes, and appeals with tax authorities.
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Entity Structuring and Optimization

  • Business Formation: Advising on the selection of the optimal business structure (LLC, S-Corp, C-Corp, etc.) for tax efficiency.
  • Entity Reorganization: Providing guidance on restructuring or reorganizing entities to meet business goals and optimize tax outcomes.
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Litigation Support and Dispute Resolution

  • Valuation Services: Conducting business valuations for disputes, including divorce, shareholder disputes, or estate settlements.
  • Expert Testimony: Serving as an expert witness in court cases or arbitration proceedings.
  • Mediation and Arbitration Support: Providing support during legal disputes, including financial analysis and consulting during settlement negotiations.
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Personal Finance Advisory

  • Personal Tax Advice: Offering strategic tax planning for high-net-worth individuals, including minimizing estate taxes and optimizing income taxes.
  • Debt Management: Advising on debt restructuring and optimal borrowing strategies.
  • Financial Independence and Legacy Planning: Creating personalized strategies for long-term wealth preservation, legacy planning, and wealth transfer.
  • These services reflect the broad expertise a CPA brings to a high-level financial client, combining technical accounting, business advisory, and legal considerations to optimize both personal and business financial outcomes.
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Ready to discuss your legal needs?

Contact Neuman and Partners for a thoughtful assessment of your matter and a clear plan for what comes next.

Free Consultation

Practical legal counsel for businesses,
families, and individuals facing
important decisions.

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