Our firm has the
resources, experience, and depth of knowledge to offer the
following services to both individuals and businesses. We can
deliver the services you need in a professional, fast, and
G&U's broad experience in diverse industries provides us
with a special perspective in dealing with our clients'
accounting needs. A partial list of accounting services which
we can perform include:
* Design and implementation of general accounting systems
* Design and implementation of control systems for inventory,
accounts receivable and accounts payable.
* Bookkeeping services and financial analysis.
* Review of an organization's activities or procedures for the
purpose of assessing performance or identifying
* Design and preparation of specialized management reports.
* Review Reporting - performance of inquiry and analytical
procedures which provide us with a reasonable basis for
expressing limited assurance as to the conformity of financial
statements with generally accepted accounting principles, or,
if applicable, with another comprehensive basis of
* Compilation Reporting - presentation in the form of financial
statements of information that is management's representations
without expressing an opinion or any other form of assurance on
G&U is anxious to work with you in developing strategies to
reduce your taxes. Recommendations can be made from a myriad of
available tax saving opportunities. Our tax research resources
include the latest CD-ROM data base technology.
Our tax team has the knowledge, creativity, and analytical
ability necessary to help guide you through the maze of tax
laws. G&U's personnel specialize in a variety of areas. Our
firm encourages creativity by providing training and
encouraging personnel to pursue graduate business degrees. We
provide reliable advice on how to take advantage of the various
tax deferral and shelter methods that exist within the laws and
Through careful planning, it is likely that your tax liability
can be significantly reduced. Effective tax planning requires a
disciplined year-round process of evaluating your changing tax
situation and available tax planning alternatives. We stand
ready to assist you in this planning process.
& Uslaner, CPAs (G&U) offers a broad range of services
including income tax planning, estate tax planning, retirement
planning, preparation of federal, state and local tax returns,
installation and support of accounting software, business
planning, forensic accounting and traditional CPA services such
as audits, reviews and compilations. We have served clients in
a wide variety of business areas including manufacturing, real
estate, health services, retailing and professional services.
Useful, timely, objective information provides individuals and
businesses with the tools for making sound business decisions.
G&U's business, accounting and tax services are invaluable
resources for individuals and executives.
A financial statement audited by G&U is an invaluable tool
for obtaining financing, negotiating long-term credit, and
reporting to investors, lenders and regulatory agencies.
An audit is the most comprehensive assessment of the
presentation of financial data. It entails examining, on a test
basis, evidence supporting amounts and disclosures in the
financial statements, assessing the accounting principles used,
and evaluating the overall financial statement presentation of
the company. Audit procedures normally include an examination
of source documents and reports, inquiries of company
personnel, and analysis of financial trends. The end product of
an audit is the expression of an opinion as to the fairness of
the financial statements and their conformity with generally
accepted accounting principles or another comprehensive basis
of accounting such as the cash basis or income tax basis.
An essential part of an audit is understanding the business
environment in which a company operates. Our audit team brings
to our clients a broad base of business knowledge developed
through years of training and experience in a wide range of
businesses and industries.
The audited financial statement is also an excellent source of
information for stockholders and management. In planning and
performing an audit we consider internal controls and
accounting procedures in place and test the functioning of key
controls and procedures which may affect the presentation of
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
Our firm prepares professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that can
help business owners and managers eliminate inefficiency and
realize a businesss full profit potential.
Tax compliance involves preparing the government filings
necessary for you to comply with federal, state, and local tax
laws. At G&U our experienced tax team is ready to assist
you in all your tax compliance obligations. Our services
* Preparation of income tax returns for individuals,
partnerships, corporations, estates and trusts, and non-profit
* Estate and gift tax returns
* Payroll tax returns
* Sales tax returns
* Property tax and business license returns
* Representation before the Internal Revenue Service and state
and local taxing authorities. We function as an advocate
presenting our client's view in a strong and persuasive
* Completion of required tax elections
* Securing rulings from the Internal Revenue Service as a part
of a tax plan
Our professionals participate in comprehensive professional
development programs including in-house training and attendance
at seminars sponsored by respected professional organizations.
These programs keep us apprised of the latest tax laws and well
prepared to complete tax compliance assignments in an effective
and efficient manner.
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.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state returns
and offer full magnetic media and electronic filing
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
G&U provides its clients with a myriad of other specialized
services. For small businesses or investors that do not have an
internal accounting staff, we can write checks and handle
deposits. For the real estate operator, we can make various
calculations commonly required by leases, such as inflation
adjustments, allocation of common costs to tenants, rents or
lease costs based upon percentage of sales or some other basis
for measurement. We will also analyze investment alternatives
and assist you with personnel recruitment.
& Selling a Business
Our firm advises prospective business purchasers about local
market conditions, industry trends, and the financial condition
of an acquisition candidate. If you are selling a business, we
can offer advice for obtaining the best possible sales price
and contract payout terms.
An estate plan is an arrangement for the use, conservation, and
transfer of an individual's wealth. Estate planning involves
much more than merely the preparation of a will. A well thought
out estate plan concerns itself with the creation of an estate
where none would otherwise exist, the increase of an existing
estate to meet the needs of the owner and his or her family,
and the preservation and protection of the estate from
unnecessary taxes and costs.
A good estate plan should provide for the best utilization of
assets during the owner's lifetime and should anticipate for
such lifetime needs as funds for children's education, income
for retirement, replacement income in the event of disability,
and management of the estate in the event of incapacity. A good
estate plan must provide for the disposition of assets on death
in such a way that the estate being passed on is maximized and
is left in accordance with the wishes of the decedent and the
needs of the family.
Estate planning requires a team approach which normally
involves an individual's accountant, attorney, and other
financial advisors. G&U brings a thorough understanding of
the laws, many years of estate planning knowledge, and an
awareness of our client's needs to this very important team
Our firm provides cost-effective business valuation services,
quickly and efficiently.
G&U's audit, accounting and business expertise provides us
with the knowledge to make a unique contribution to a
litigation support team. Working on behalf of you and your
attorney, we perform analysis and valuation of businesses in
business disputes and divorce matters, and we perform
specialized audits and review to assist in the resolution of
business or insurance disputes.
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
G&U can be helpful with the establishment of pension and
profit-sharing plans. Working with pension consultants, we
assist you in designing a plan which will give you the maximum
income deferral at the least cost.
We will also assist in the design of necessary administrative
procedures for your plan, and we prepare the various reports
and information returns required under the Internal Revenue
Code, ERISA and the Department of Labor rules and
If you have a large plan requiring an annual audit, G&U
provides personnel specializing in retirement plan audits and
associated reporting requirements.