Susan M. Martin, CPA, PC provides a wide range of services to individuals and businesses in a variety of industries. At Susan M. Martin, CPA, we strive to meet each client's specific needs in an ever-changing financial and regulatory environment.
Our professional services include:
- Tax Management Services
- Estate and Trust Planning and Tax Preparation
- Quickbooks Accounting Help
- Entity Selection and Structuring
- Payroll Services
- Accounting Services
- Financial and Retirement Planning
- Bookkeeping and Write-ups
- IRS and State Agency Representation
- Employee Benefits, Pension and Profit Sharing Plans
At Susan M. Martin, CPA, PC we proactively interact with our clients explaining tax planning strategies to mitigate tax liabilities and maximize cash flow. We are knowledgeable and up to date on both federal and state tax laws and can help you navigate all aspects of tax compliance.
From start-ups to established businesses, we all rely on accurate financial information to maintain profitability. Susan M. Martin, CPA, PC's accounting services allow the business owner to focus on the business growth rather than dealing with the recording and maintaining of day to day transactions.
The services we offer include; but are not limited to:
- General ledger and financial statement preparation
- Accounting system setup and support
- Payroll processing
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning is essential to minimize estate taxes and maximize the financial security of your beneficiaries. Susan M. Martin, CPA, PC 's role is to assist you in the creation of a well-though out plan as to how to distribute assets as well as to navigate through the complex federal and state estate tax laws.
Financial and Retirement Planning
Susan M. Martin, CPA, PC's function in this area is to assist you in accumulating the funds to maintain financial independence in retirement. There are difficult decisions to be made with regard to investment performance, college education funding, retirement plans, business succession planning and the impact of income tax and estate tax on reaching your goal of a comfortable retirement.
Quickbooks Accounting Help
Quickbooks is a very user-friendly software program that can provide very useful financial information in the form of reports and graphs. However, the credo "garbage in, garbage out" is very true when it comes to the proper use of the program. Susan M. Martin, CPA, PC offers the following solutions to help meet your Quickbooks needs:
- We can arrange one-on-one or group training
- We will assist in the installation of the program
- We assist new Quickbooks users with the initial setup of the program including:
- Charts of Accounts
Bookkeeping and Write-ups
Accurate recordkeeping is essential to a successful business. This can be complicated and time consuming. Susan M. Martin, CPA, PC offers bookkeeping and write-up services to alleviate this day to day function so that you can better focus on your core business
Entity Selection and Structuring
There are many different types of business entity and each has a different impact on your taxes and other liabilities. Susan M. Martin, CPA, PC can illustrate the different entity types and assist you in choosing the type that makes the most sense based on your industry type and goals.
IRS and State Agency Representation
Professional representation is vital in the interaction of a business entity with the IRS or State Agency. Our experience with the tax authorities provides you with the professional representation you need in responding to any and all questions any taxing authority may pose.
Susan M. Martin, CPA, PC can help you reduce the time spent on the administration function of payroll through either the development and implementation of an in-house computerized payroll service or assisting you in choosing a payroll service who can adequately provide you with the timely processing, payment and preparation of payroll tax returns.
Employee Benefits, Pensions and Profit Sharing Plans
Employee Benefit packages become more prevalent every year. Choosing and implementing these plans are very complex. Susan M. Martin, CPA, PC will interact with you and assist in the development and implementation of your benefit, retirement, and profit sharing plans. The goal would be to reward the hard work of employees, including yourself while we help maximize the tax advantages in implementing these plans.
Corporate tax planning and return preparation
Corporate tax planning is a year round function. While income tax is a function of business growth and success; it must be mitigated by the proper use of deductions and other strategies. Susan M. Martin, CPA, PC firmly believes in maintaining a handle on the profit position of the business throughout the year and to strategize with the business owner to appropriately utilize all avenues available.