For 98 years, Maxwell Shmerler & Co., CPAs has provided accounting, tax and consulting services to a wide-range of businesses and individuals. Many of our services are described on this page. Contact us for more details.
|
|
|
How to get started
In order for a corporation or other qualifying entity to receive 501(c)(3) status, it must apply to the IRS for recognition by filing Form 1023, Application for Recognition of Tax Exemption. The application is a thorough examination of the organization's structure, governance and programs.
|
|
|
|
|
|
|
|
Definition
Trusts are a form of owning property, created by law, where one party, the trustee, holds legal title to property for the benefit of one or more people, called beneficiaries
|
|
|
|
|
|
|
|
Want us to add a link to your site? Email us your site. Then check back to our link page to see if you made it.
|
|
|
|
|
|
|
|
|
|
A business is only as good as its accountants. Well, maybe thats going too far, but having the proper accounting and tax services are crucial elements of any business. Not only to measure results, but to plan for those results.
We provide myriad services for business. These include:
- Financial Statement Preparation (compilation)
- Tax Planning and Preparation
- Bookkeeping Services
- Payroll Services
- Audits
- Reviews
- Sucession Planning
- Retirement planning
- Technology Consulting
- Start-up guidance
Taxes are more than filing a return by April 15th. Proper year-round tax planning is crucial. There are many planning tools that individuals can use to minimize taxes and maximize retirement savings. The tax man commeth once a year. Your accountant should commeth much more often.
Services for Individuals and Families include:
- Tax Planning
- Tax return preparation
- Retirement planning
- Trusts and Estate planning and implementation
- Personal financial statements
- Technology System planning
One of the keys to asset management is proper planning for transfer of wealth. We provide Trust and Estate services to many of our retired clients, as well as their relatives and business partners.
- Trust formation
- Estate Planning
- Trust tax preparation
- Estate tax preparation
- Business succession planning
Not-for-profit institutions require expert tax and accounting services, but are often on a strict budget. We understand these constraints and strive for the best and most efficient use of our time.
Our non-profit services include:
- Audits and Reviews
- Financial Statement Preparation
- Bookkeeping and Payroll
- Initial Formation
- Internal Control analysis
Starting a Non-Profit Business - Click Here for More Information.
Setting up a new business is easy....with the right help. Let us provide that help.
Start-Up Decisions Include:
- Type of Entity (S Corp, C Corp, Partnership, LLC, LLP, Sole Proprietorship,...)
- Business Location
- Business Plan
- Budget
|
|
|
|
|
|
