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
Financial Planning
Our firm offers a comprehensive approach to financial planning, by getting to know you personally to help make the best recommendations for your specific situation. We look not only at your future retirement needs, but your current spending, budget, life goals, taxation and more; planning for your financial goals throughout your life while being tax efficient. Whether that is helping payoff liabilities, contributing more to retirement, diversifying your portfolio, minimizing taxes, college savings, we have solutions. Contact us for a review of your financial situation today.
Tax Planning & Return Preparation
Our experienced, insightful staff believes that providing effective tax services to individual clients involves more than simple tax return preparation. At Goldsmith & Associates, the core of our firm’s philosophy is that planning is the key to an individual’s overall financial health, and we believe that staying on track with a strong, comprehensive plan is the best way to minimize your taxes, manage your finances, maximize your assets, and achieve your goals. We don’t just prepare your tax return…we can help you to develop a solid, sensible plan that can help you not only with this year’s taxes but also your future expenses, from saving for your children’s educational expenses, to funding your retirement, to protecting your assets and estate.
Business Taxes
At Goldsmith & Associates, careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer comprehensive tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.
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
Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns. At Goldsmith & Associates, careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer comprehensive tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.
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.
