Kulzick Associates, PA
Services Available
We offer a full range of services designed to help our clients
reduce taxes, improve profitability, and focus their efforts on their business objectives.
We recognize that every client is different, and our services are tailored to provide the
most benefit for each one.
Tax Services
Expertise in all types of taxes to help clients maximize their tax
savings:
- Timely filing of returns
- Year-end (and continuing) tax planning
- Representation before taxing authorities: Audits and appeals
- Judgements, liens, collections, and payment plans
- Tax-favored retirement plans
- Investment and insurance tax planning
- Entity structuring and business formation
- Analysis and planning for business acquisitions, mergers, and sales
- Lease-versus-buy comparisons
- Fiduciary and trust returns
Consulting Services
Management, financial, computer, and business consulting to aid our
clients in improving their profitability:
- Business plan development
- Strategic planning
- Securing financing and preparing loan applications
- Re-engineering and process flow streamlining
- Marketing strategy
- Setup new corporation
- Buying or selling a business
- Cash flow improvement programs
- Retrenchment, restructuring, and cost reduction
- Bankruptcy or reorganization
- Improving record-keeping systems
- Credit and collection systems
- Personnel screening
- Employee benefits planning
- Workers compensation planning and cost containment
- Market research
- Competitive analysis
Litigation
Services
Consulting and expert witness testimony for attorneys in the areas
of:
- Construction claims
- Contract termination, change, acceleration and delay
- Computer systems, software, network and Y2K claims
- Divorce
- Fraud
- Lost profits, business interruption
Chief Financial Officer (CFO) Services
CFO-level advice and counsel across a broad range of business areas
to assist small and medium-sized businesses improve profitability and market
competitiveness:
- Help to level the playing field with large corporate competitors
- Provide an independent and innovative viewpoint on critical issues
- Lend financial presence in negotiations
- Strengthen the management team
- Continuity during illness, transition, or death of principal
- For small business, CFO On-Site and CFO On-Call
Computers and Information
Technology
Services and support to optimize clients' computer and ndtwork
investments, reduce downtime and eliminate hassles and headaches:
Financial Reporting
Financial reporting emphasizing discussion and interpretation of the
numbers presented, to help clients better understand and improve their business
operations:
- Accounting and financial reports, compilations and reviews
- Cash flow analysis
- Forecasts and projections
- Budgeting and control systems
- Trend analysis and historical comparisons
- Analysis and overview of client accounting records and statements
Personal
Planning
Assist clients in pro-actively planning for their future:
- Retirement planning
- Insurance and annuities
- Estate planning
- Investment review and planning
- Real estate purchase or sale
- Buying or selling a business
- Family issues in business
- Trusts and family partnerships
- Marriage, separation, and divorce
- Succession planning
Small Business Services
Assumption of all or part of the bookkeeping, payroll, and tax
function for small businesses, professionals, and branch locations to reduce problems and
free management time for revenue enhancing opportunities:
Contact rkulzick@kulzick.com with questions or comments about this web
site.
Copyright © 1998-2006 Kulzick Associates, PA - Last modified:
September 13, 2008