Tax Planning and Compliance

At Benjamin & Birkenstein, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. 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. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Business Consulting

At Benjamin & Birkenstein, 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. Our consulting services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

• Entity selection and restructuring
• Accounting software selection, implementation, and support
• Financial projections and forecasts
• Debt and finances advising
• Mergers and acquisitions
• Transaction structuring and negotiations
• Business succession

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Benjamin & Birkenstein's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping
• Accounting system setup and support

Assurance and Financial Reporting

Benjamin & Birkenstein's financial statement services comprise all three levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Technology Consulting

As technologies rapidly advance, companies increasingly need to update the way they capture and track financial information. Benjamin & Birkenstein can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing software to better run your business. As experts in this field, we can put your technological problems at bay as well as improve your information timeliness and effectiveness.

Payroll Services

Here at Benjamin & Birkenstein, our payroll services help keep clients in compliance with the ever-changing payroll regulations. Our friendly, knowledgeable staff will take care of all the behind-the-scenes work so you can focus on your main business. We prepare and file all quarterly and annual payroll forms for your business and remit payments to the proper taxing authority.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Financial Planning

Benjamin & Birkenstein'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, Benjamin & Birkenstein can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.