Accurate and timely accounting information is a necessity for any successful business. Steven M. Katz CPA, LLC can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. Financial Planning Services Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include: - Investment Consulting - Financial Planning to Achieve Specific Goals - Retirement Planning - Estate and Business Succession Planning - Insurance Consulting - Business Retirement Plans Our Financial Planning Services are offered through our relationship with Money Concepts Capital Corp. Member NASD\SIPC. For additional information, check the Money Concepts website. Tax Planning and Return Preparation Services Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our staff can accommodate your needs for tax planning and preparation. Business Accounting & Payroll Services In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your accounting & payroll? We offer the following: - General Ledgers & Financial Statements - Spreadsheets & Documents - Amortization and Depreciation Schedules - Sales Tax Returns - Payroll Services