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Services

Navigating through complex financial matters can be, well - complex. Between regulatory changes, market shifts, and your personal life, keeping up with accounting, taxes, and wealth building strategies is close to impossible to do on your own. Goldsmith & Associates provides comprehensive financial services aimed at helping individuals, corporations, and organizations meet their goals.

As a team of finance professionals, we truly enjoy seeing our clients succeed, and playing a part in helping them reach their goals. If you have financial management, accounting, or tax needs, give our office a call today

Accounting Services 

Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use. 

Bookkeeping/Write-Up 

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Cash Flow & Budgeting Analysis

Our firm offers expert cash flow and budgeting analysis that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable.

Financial Forecast and Projections 

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.

Financial Statements 

Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a business' full profit potential. 

Reviews and Compilations 

Our firm offers full Review and Compilation services for small to medium sized firms. 

Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services. 

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We have the ability to prepare Individual (Form 1040), Corporate (Form 1120 or 1120-S), Partnership (Form 1065), Trust & Estate (Form 1041), and Non-Profit (form 990) Tax returns.

IRS and State Problem Resolution/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. If you have IRS Debt we can help negotiate, saving you both time and money.

Payroll Services 

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns. 

Sales Tax Services 

Our firm prepares all sales tax filings and offers full sales tax audit representation.

QuickBooks Online Certified

We have a certified QuickBooks Online Pro Advisor available to help manage your company on QuickBooks. Whether it is Accounting, Payroll, Reporting or you may just need help better tailoring the program to work with your company or industry, we are here to help.