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Services

Santoni, Paulk & Glos, LLC provides a wide range of services to individuals and businesses in a variety of industries -- physicians, attorneys, construction contractors, and other service-based small businesses. We strive to meet each client's specific needs in planning for the future and achieving their goals in the ever-changing financial and regulatory environment.

Our professional services include:


Tax Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and maintain your compliance obligations.

We serve clients in a variety of industries:

  • Physicians
  • Attorneys
  • Construction
  • Government Contractors
  • Marketing & Advertising
  • Service-based Small Business

Our tax service offerings include:

  • Corporate, LLC and Partnership Income Tax Preparation & Planning
  • Individual Income Tax Preparation & Planning
  • Quarterly Payroll Tax Compliance
  • Year-End Form 1099 and W-2 Reporting
  • Estate and Fiduciary Income Tax Preparation & Planning
  • Estate Tax Preparation & Planning
  • Voluntary Disclosures
  • Tax Controversy & Notice Resolution
  • Stock Option Exercise Planning

Accounting and Assurance Services

Businesses new and established rely on accurate and insightful financial information in order to maintain profitability, determine compensation and execute proper tax planning. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as accounting system setup, cost allocations and contract schedules.

These services include but are not limited to:

  • General ledger and financial statement preparation, including Reviews & Compilations (see below)
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support, including QuickBooks
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements

Reviews and Compilations

Santoni, Paulk & Glos, LLC provides financial statement services depending on your company's needs.

Reviews

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

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.

Estate Planning and Tax Preparation

Effective estate and trust planning ensures financial security for individuals. For businesses, it can maintain a smooth succession of ownership. We help you navigate the complex and shifting tax laws, and minimize the tax liability of your beneficiaries.

QuickBooks Accounting

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. We help you use the software more efficiently and more effectively.

We offer personal training, installation, set up and operation of your QuickBooks accounting system. We can also work with Intuit alongside you to manage your QuickBooks accounting system.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We help you with the organization and day-to-day tasks of bookkeeping so that you can focus on running your business.

Compensation Planning

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. To a business owner or multiple business owners, cash flow is also important. The success of the business determines their success. We can help analyze your spending, owner compensation and tax exposure, to make sure you get the most out of your business. If there are major changes in your business, we will work with to adjust structure to ensure that you are getting the most from your business.

Payroll Services

Our payroll services can help you reduce the time spent on administration. We can serve as your payroll tax preparer for federal and state filings, and we can also work with your payroll provider to ensure accurate and timely compliance.

Tax Controversy

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 received a notice or been chosen for an audit, we have a team with the experience to help manage your interactions with tax authorities and advocate on your behalf.

Financial Projections and Forecasts

No one can predict the future perfectly. We have expertise and experience to produce a picture of your business' financial future and help you monitor your business' financial health. Depending on your needs, our work can range from top-level financial reports to more detailed financial models focused on specific metrics.

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, Santoni, Paulk & Glos, LLC 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.

Buying & Selling A Business

Business transactions and transitions are complicated. With any purchase or sell, there are many issues to navigate during the process. We will work with you as a buyer or seller to understand the accounting and tax issues involved, and develop a plan customized for your purchase or sale. Some of the questions you have to ask are: What is the most favorable deal structure? What about financing? Am I getting the right value as a buyer (or seller)? How will this transaction affect my financial position? Does the acquirer (or seller) have a history of good tax compliance? We can also work with you and your advisors to help answer these questions.


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