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.
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
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.
Retail - Jewelry and Electronics
Investment companies - Broker Dealers
Financial Service companies
Net Worth individuals
Professional service firms
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.
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.
Our firm rigorously
monitors local, state, and federal tax law changes to
allow our clients to minimize current and future tax
Flow & Budgeting Analysis
We provide cash flow and
budgeting analysis to help you manage your business and
achieve your financial objectives.
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.
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.
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.
& Financial Services
We offer debt and financial
counseling services, including: consolidation,
refinancing, re-distributing existing liabilities, and
analyzing lease purchase options.
Our Firm's wide array of
management advisory services including cost controls,
employee benefit plan restructuring and much more.
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.
Acquisition and Disposition
We advise both business
sellers and buyers in all areas of tax consequences,
values, and transaction structures related to Acquisition
We offer a wide range of
consulting services geared to improve your business
operations, boost your efficiency, and increase
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.
We maintain full-charge
bookkeeping services, including general journal and
subsidiary ledger maintenance, and bank statement
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.
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.
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.
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