Piazza, Donnelly & Marlette LLP
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Our commitment to our clients extends beyond audit and tax compliance issues. We strive to keep our clients abreast of new changes within accounting and reporting regulations, tax laws, the changing credit environment, and general economic conditions. While our focus is to be a superior CPA service provider, we do offer additional services, such as strategic consulting, communications with the taxing authorities, expansion, mergers and acquisitions, operations or transactional consulting, and internal controls analysis and design.

Because our firm is relatively small, our clients benefit by getting personalized, quality service that is noticably a cut above our competition by comparison. Below we have listed the services that we offer to our clients along with a brief description.

Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. You may contact any of our partners by going to the Contact Information page and selecting Firm Contacts.

(Click Service Title For Details)

  • Accounting Services
  • Audit Services
  • Audits, Reviews and Compilations
  • Bookkeeping/Write-Up
  • Business Consulting
  • Business Entity Selection
  • Buying & Selling a Business
  • Estate & Trust Tax Preparation
  • Financial Statements
  • Forensic Accounting
  • IRS Representation
  • Mergers & Acquisitions
  • Payroll Services
  • Reviews & Compilations
  • Sales Tax Services
  • Tax Planning
  • Tax Preparation
  • Cash Flow & Budgeting Analysis

    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

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    Audit Services
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

    Our audit approach is, and has always been, risk and business based. Our firm's goal is to audit the business, not just the books. As a result, we focus on areas of risk to our clients and the users of the audited financial statements. Understanding the underlying business, its personnel, customers, vendors, and processes, allows us to assess risk within the organization and tailor our audits to address those areas with greater risk.

    Generally, the higher financial statement risk also equates to higher business risk, so we are focussing our audits on the most important areas to the Company.

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    Audits, Reviews and Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

    *Audit- an intensive examination with the highest level of assurance using tests and third-party verification, when applicable

    *Review - analytical procedures applied to financial and non-financial information with inquiries of management to address trends or findings conducted with limited assurance

    *Compilation - putting financial information provided by the client into the form of a financial statement used primarily for internal analysis.

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    Bookkeeping/Write-Up
    Provided through our affiliate, Absolute Bookkeeping Services, Inc., We can provide bookkeeping and write-up services.

    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

    For more information on Absolute Bookkeeping Services, Inc., please go to the links page and click on that link or visit www.absolutebookkeeping.com

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    Business Consulting
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Buying & Selling a Business
    Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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    Estate & Trust Planning & Tax Preparation
    Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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    Financial Statements
    We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

    We provide these services for several privately held and publicly traded companies. These services can include assistance with the format of financial statements, well written financial statement footnote disclosures, assistance with underlying computations or analysis of financial statement balances or transactions, and analysis of financial results for preparation of reports to be used internally or in public filings.

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    Forensic Accounting
    We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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    IRS & Other Taxing Authority Representation
    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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    Mergers & Acquisitions
    Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

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    Payroll Services
    Offerred through our affiliate Absolute Bookkepping Services, Inc. we provide payroll service. As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and find a way to prepare all necessary payroll tax returns in a timely manner.

    For more information on Absolute Bookkeeping Services, Inc., please go to the links page and click on that link or visit www.absolutebookkeeping.com

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    Reviews & Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

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    Sales Tax Services
    Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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    Tax Planning
    Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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    Tax Preparation
    Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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    Cash Flow & Budgeting Analysis
    A business can be profitable and still run into trouble due to cash flow issues. We can evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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