Our Services

Our firm’s strongest asset is the staff that supports our clients. We have the resources, experience, and diverse knowledge to offer a wide range of services to both individuals and small to mid size businesses. We are confident that we will provide professional, pleasurable, and beneficial service at a cost effective price in which you will be pleased.

Gross Receipts Tax Services

We can council you on gross receipts tax issues and complete the required reports for gross receipts tax, compensating tax, and state withholding tax.

Tax Services & Preparation

We provide a full range of tax planning and compliance services and will work with you closely to minimize your overall tax burden allowing you to plan for your tax liabilities. We support preparation of all local, state, and federal tax returns for, businesses, estates, gifts, individuals’ pensions, and non-profit organizations trusts.

Compilation

We provide compilation services to small and medium sized businesses. We will help you to determine what is right for your business needs and help you successfully meet your reporting requirements.

Accounting Services

We offer a full spectrum of accounting services. We will personalize our services to meet your business needs. Among other services, we prepare financial statements for use by banks and other third parties. Will also prepare custom financial reports for internal, and business use.

Tax Planning

Our firm rigorously monitors local, state, and federal tax law changes to allow our clients to minimize current and future tax liabilities.

Cash Flow & Budgeting Analysis

We provide cash flow and budgeting analysis to help you manage your business and achieve your financial objectives.

IRS and State/Local Representation

Our firm is versed in the tax laws, and understands how your tax return should be prepared. We offer representation on your behalf for the IRS as well as local and state tax authorities.

Payroll Services

Our firm offers complete payroll preparation including direct deposit payroll and payroll tax reporting services. We also prepare state and federal returns and electronic filing options.

Retirement Planning

It is never too early to start planning for your retirement. We will analyze your financial situation and suggest investment-funding strategies to help you make sure that your retirement years are relaxing and fulfilled.

Debt & Financial Services

We offer debt and financial counseling services, including: consolidation, refinancing, re-distributing existing liabilities, and analyzing lease purchase options.

Management Advisory Services

Our Firm's wide array of management advisory services including cost controls, employee benefit plan restructuring and much more.

Financial Software Implementation and Technical Support

Our firm can assist you with the implementation and setup of major accounting packages, provide technical expertise and training to your staff. Contact us for a free evaluation.

Business Acquisition and Disposition

We advise both business sellers and buyers in all areas of tax consequences, values, and transaction structures related to Acquisition and Disposition.

Consulting Services

We offer a wide range of consulting services geared to improve your business operations, boost your efficiency, and increase revenue/profit.

Business Succession Planning

Feel confident that your business and family members will continue without you. We can advise on many strategies, which will provide you the assurance that your business will continue smoothly and that your heirs and business associates will be well protected.

Bookkeeping/Write-Up

We maintain full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, and bank statement reconciliation.

Financial Statements

Our firm prepares professional financial statements and specializes in customized financial analysis to help business owners and managers make better decisions as to the health and direction of the business.

Financial Forecast and Projections

Full financial and business forecasting services, including Performa projections for businesses and individuals. We will also develop alternative scenarios to help you plan for unexpected business or personal contingencies.

Family Support Care Services

We offer services that ensure you or your loved ones have the financial support they need ranging from bill paying and bookkeeping to selecting the appropriate health care provider.

Insurance

Targeted Financial Services, LLC, an affiliate of ,Ofer E. Gabbay & Company, is a full service insurance brokerage firm. We analyze clients' needs and objectives and provide guidance to which insurance plan will best meet their needs.  Targeted Financial Services offers clients life, disability, long-term care, health, and property and casualty insurance.