We provide a wide range of services to individuals and businesses

Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. 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.

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. Nelson E. Furlano CPA accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and investments.

These services include but are not limited to:

• General ledger and financial statement preparation
• Accounting system setup and support
• Bookkeeping (Monthly, quarterly, or annual)
• Corporate tax planning and return preparation

Assurance and Advisory Services

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.

These services include but are not limited to:

• Audits, reviews, and compilations
• Entity selection and restructuring
• Accounting software selection, implementation, and support
• Business valuations
• Financial projections and forecasts

Audits, Reviews, and Compilation

We provide financial statement services that comprise all three levels of assurance depending on your company's needs.

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions.

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.

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.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you understand planning and to work as part of your team to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Financial and Retirement Planning

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Nelson E. Furlano, CPAs can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we advise you on choosing the appropriate entity type and later restructuring if advantageous.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Our expertise and experience combined with a gained understanding of your business will help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.