Altman, Friedberg, & Wolfman, PLLC offers a broad spectrum of accounting and financial planning services. We are dedicate to providing each client with the individual attention they need and develop a strategy to maximize results.
We provide a variety of accounting services custom designed to fit the needs of our clients. When a client requires our assistance, we work with them to establish their goals so we can provide them with timely, satisfactory results. Examples of the accounting functions we provide include:
- Financial Statements Preparations
- Balance Sheets
- General Ledger
- Corporate Filings
- Financial Statement Analysis
- Business Plans
- Statement of Non-Complete
- Employment Agreements
We can assist bookkeepers with functions that cannot be done in-house. Many of our clients have required us to only perform bookkeeping services such as:
- Bank’s Reconciliation’s
- Sales Tax Reports
- Payroll Tax Deposits
- Quarterly Payroll Tax Returns
- Annual issuance of W-2’s and 1099’s
We are able to offer you comprehensive financial services with an approach to total planning that considers more complete solutions. These services include college planning, retirement planning, and tax saving ideas.
We will review your retirement goals and investment portfolio from a tax aspect for suitability. We may then explore possible alternatives such as conservative income-producing bond funds and more fully diversified equity funds that range from very conservative to aggressive. Together, we will find the best fit for your exact circumstances.
If looking into ways to potentially improve your current income or accumulate assets working to meet your long-term goals, call us to discuss specific investments that will help meet your objectives. We can show you alternatives and suggest appropriate products suited to you specific needs and financial situation.
Each year we prepare personal income tax returns for our individual and business clients. No tax return is too large for us to handle. We have the experience to handle a variety of complex tax matters including: large capital transactions, sale of business or personal property, rental income, and limited partnerships.
Our fees for preparing tax returns are based on the complexity of the tax return, not on the amount of the refund. We also encourage our clients who need assistance with any IRS issues to trust we can help them.
In addition to preparing Federal Tax returns for my clients, We are able to prepare state tax returns for any state that requires their preparation.
Every business is required by law to file a tax return each year they operate a business. A large portion of our business clients are incorporated. For those clients we complete the following tax returns as they are required:
- Corporate Tax Return (1120 or 1120S)
- State of Florida Corporate Tax Return
- Local County Personal Property Tax Return
- State of Florida Intangible Tax Return
As needed we additionally perform:
- Partnership Tax Returns
- Estate and Gift Tax Returns
- Fiduciary Tax Returns
- Corporate Tax Returns for other States