My firm ELLIS L. RUBIN, CPA
offers a wide range of services to my individual and business clients. Being a relatively small firm, I an able to offer my clients personalized quality service. Below, I have listed the services that I offer to my clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.(Click Service Title For Details)
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. I 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.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, I am fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Effective estate 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. Working with your attorney, I can help guide you through the complex process of getting your financial affairs in order.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Myr significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts and estates.
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.
Estate & Trust 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. Working with your attorney I can help guide you through the complex process of getting your financial affairs in order.
Sales Tax Services
Many of my clients are responsible for collecting and submitting sales taxes in many different taxing jurisdictions. I can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use my experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Reviews and Compilations
I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. I 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.