Accountancy Corporation
SERVICES
Iacopi, Lenz & Company provides a wide range of services to individuals
and businesses in a variety of industries. At Iacopi, Lenz & Company, we strive to meet each client's
specific needs in planning
for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax
laws and legislation, we are in a position to identify key tax planning opportunities that minimize both
your current and future tax liabilities. We provide our individual and business clients with the
taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but
are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Request information about Tax Services below
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax
laws and legislation, we are in a position to identify key tax planning opportunities that minimize both
your current and future tax liabilities. We provide our individual and business clients with the
taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but
are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Request information about Tax Services below
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
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Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations
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Assurance and Advisory Services
At Iacopi, Lenz & Company, we focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law. Our assurance services will improve
information quality or its context, meaning more success for your business.
These services
include but are
not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession
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Audits, Reviews, and Compilation
Iacopi, Lenz & Company's financial statement services comprise
all three levels of assurance depending on your company's needs.
- Audits offer
the highest level of assurance to third parties, and include in-depth examination and confirmation
of account balances, inventories, and selected transactions. We perform audits for you to remove errors,
ascertaining the validity and reliability of your information.
- Reviews provide limited
assurance to outside interests and involve inquiries and analytical procedures that confirm financial
statement matters and identify any items requiring further analysis. We perform reviews to ensure the
integrity of your data.
- Compilations are
usually requested for internal purposes and are based upon information provided by a company's
management. They do not offer assurance but may involve some adjustment to accounting records.
Request information about Audits, Reviews, and Compilation below
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Iacopi, Lenz & Company's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
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Financial and Retirement Planning
Iacopi, Lenz & Company's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Iacopi, Lenz & Company can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
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Litigation Support and Forensic Accounting
Iacopi, Lenz & Company litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.
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Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Iacopi, Lenz & Company can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Iacopi, Lenz & Company can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and
graphs. However, it can only provide this information if you purchase the right product and then
install, setup and use it properly. We don't just help you use the software, we help you use it more
efficiently and more effectively.
Iacopi, Lenz & Company offers the following solutions to help
meet your QuickBooks needs:
Personal Training- We train you personally! Either one-on-one
or several individuals within your organization at your company's location.
Installation-
We install QuickBooks on your stand alone computer or in a network environment, in either single- or
multi-user mode.
Setup- We assist new QuickBooks users with initial setup including:
EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help
experienced users manage their businesses more effectively by improving their current setup. Many users
experience problems and lack the ability to generate and track important information as a result of
inadequate setup.
Support- Our QuickBooks support service can assist you with any
installation, setup or operation assistance you might need. In addition, our support is not limited just
to the software part of it, but we can also provide accounting and payroll
assistance.
Review- Our QuickBooks review service helps companies that have the human
resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to
review your transactions, accounts and reports. This review ensures that you receive timely, relevant
and reliable financial information. We also inform you of any corrections, adjustments or
reclassifications necessary to ensure that the financial information you receive reflects the correct
financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide
you with up-to-date information and feedback about your business.
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As technologies rapidly advance, companies increasingly need to update their computer systems. Iacopi, Lenz & Company can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.
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Iacopi, Lenz & Company's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
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Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Iacopi, Lenz & Company can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Iacopi, Lenz & Company can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Iacopi, Lenz & Company combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
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The range of needs for valuing businesses continues to widen, and Iacopi, Lenz & Company can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.
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Mergers, Acquisitions, and Sales
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Iacopi, Lenz & Company can provide professional know-how to help you successfully structure and negotiate the deal. Iacopi, Lenz & Company employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
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Whether your needs are corporate or personal, Iacopi, Lenz & Company's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re- balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
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The internet has created an ever-changing global economy with a new way to conduct commerce. Our firm
can help determine if your company would benefit from setting up a virtual storefront and assist in
implementing proper systems and controls.
Bankruptcy - Our firm is familiar with the tax aspects of filing bankruptcy.
Request information about Internet Commerce below
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Request information about Sales Tax Services below
We gauge our worth by the personal and business successes of our clients. We can help your business
identify areas negatively affecting profitability and growth and develop solutions that are practical
and technically sound. In addition to acting as a sounding board for management, we provide
comprehensive, flexible strategies that address the issues affecting your business. The following is
just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning
Request information about Consulting Services below
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Request information about Sales Tax Services below
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
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We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
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Consult with John Iacopi for the latest, innovative finance practices.
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Consult with John Iacopi to improve all phases of your business.
