Marcum LLP'due south Bookkeeping Services Group provides the back up, objectivity and expertise businesses demand to succeed inside the context of an ever-changing business organization mural. We offer a broad spectrum of bookkeeping, financial, and consulting services across a number of industries to give business owners and managers the insight they need to prosper.

Marcum has over l years of feel serving middle market companies. As an independent registered public accounting business firm, Marcum provides accounting services to hundreds of companies. The Firm is also one of the superlative xx accounting and advisory firms in the land, providing services to privately-owned national firms besides as local businesses.

Marcum's accounting services professionals provide their clients with value added accounting and outsourcing services including tax, assurance, financial and valuation services for your business.

Scope of Services

Every bit function of the Marcum services team each of our professionals is committed to excellence in client service. We are driven by a set of core values to ensure a positive client experience.

  • Accounting
  • Tax
  • Assurance
  • Financial
  • Valuation
  • Accounting Outsourcing
  • Fiscal statement training: reviews and compilations.
  • Income revenue enhancement preparation and compliance.
  • Income tax planning and consulting.
  • Monthly, quarterly, and annual fiscal reporting statements.
  • Implementation of new bookkeeping software packages.
  • Bill paying services.
  • Business direction.
  • Payroll and sales taxes.
  • Accounting assistance.
  • Bookkeeping.
  • General ledger review.
  • Financial cess reports.
  • Business start-upward consulting.
  • Budgeting and forecasting.
  • Full general business consulting.
  • Employee benefits consulting.

Services for Individuals

  • Tax compliance and planning.
  • Tax return preparation.
  • Personal income tax planning.
  • Estate and gift tax planning.
  • Manor and trust assistants.
  • Fiscal planning.
  • Tax services for U.S. citizens abroad.

Services for Businesses

  • Sales and payroll taxation return preparation.
  • Income tax return planning and preparation.
  • International tax planning.
  • Course of ownership and employee benefits tax planning.
  • Help in the selection of accounting methods, legal organization and fiscal reporting.
  • Audits.
  • Agreed-upon procedures/Due diligence.
  • Compilations.
  • Forecasts and projections.
  • Consultation to company management regarding the application of GAAP.
  • Reviews.
  • Accounting assistance.
  • Pre-audit services, grooming of financial statements in accordance with Generally Accepted Accounting principles (GAAP).

Pension Planning

  • Strategies to maximize possessor's contributions.
  • 401(k) and pension solutions.

Business Succession Planning

  • Keyman and gold handcuff strategies.
  • Cosmos of plans that consider the objectives of both the electric current and time to come generations.

Estate Taxation Planning

  • Trust coordination.
  • Life insurance funding to create liquidity.

Group Benefits

  • Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products.
  • Buy/sell agreements.
  • Transfer/sales of business.
  • Estate & gift tax matters.
  • Succession planning.
  • Accounts payable/receivable.
  • Full general ledger bookkeeping.
  • Business relationship reconciliations.
  • Fixed asset management.
  • Month, quarterly and year-end closings.
  • Payroll tax and sales tax return grooming.
  • Greenbacks period direction.
  • Implementation of new accounting software packages.

Newsletter

Beyond the Numbers

Roundup of business concern and taxation planning ideas.

Contacts

Robert  Pesce

Louis  Balducci

Lori  Brochin

Joanne  Cristiano

Gail  D'Addio

Randy  Harrison

Barbara  Hasselman

James  Hruzek

Andrew  Kantor

Ira  Kantor

Michael  Lenkowski

Ronald R. Milone

David  Reynolds

Lawrence  Scheinthal

Jill  Scher

Juliet  Song

Juliet Song

Partner-in-Accuse, Tax and Business - San José

Michele  Spence

Glenn  Tanzer

Joseph  Waddington

Gregory  Wozniak