Accounting & Financial CPA Services
Financial Consulting for Individuals, Entrepreneurs, Corporations & Family Trusts
With over four decades of experience servicing clients across a wide range of industries, our team of expert CPAs and consultants are here to help you achieve financial success. From personal tax returns and the start-up of a new business to the more complex issues of company valuations and litigation support, our attention to the details of your unique situation is what makes our approach different.
Accounting
From annual budgets and cash flow demands to in-depth financial statements and reports, we’ll work with you throughout the year to make sure your business is operating at peak financial performance. For clients just starting their business, we can help you set up the proper financial processes from the beginning so you can monitor your company’s financials thoroughly. After that, we can be involved as much or as little as you need us to be. Our goal is to provide you with the knowledge and tools you need to be able to manage a successful, profitable business.
Taxes
Licensed to file both personal and business taxes in all fifty states, Gatto McFerson can help you plan, prepare and file your taxes on time. We also recommend year-end tax planning for all our clients which not only helps you pay as little tax as possible, it also helps you plan ahead for any large tax payments.
Taxes
Licensed to file both personal and business taxes in all fifty states, Gatto McFerson can help you plan, prepare and file your taxes on time. We also recommend year-end tax planning for all our clients which not only helps you pay as little tax as possible, it also helps you plan ahead for any large tax payments.
Consulting
Whether you’re just starting out, buying a second location or dreaming of retirement, we can provide expert counsel on every stage of your business including: partner agreements and employee payroll, regulatory processes, securing financing and long term forecasting. And, thanks to our decades of experience with a broad range of clients, we can also offer many valuable referrals to experts who can help with the non-financial aspects of your business.
Family Financial Planning
A family’s financial success means something different for every family. No one can predict what the future holds, and being prepared for major incidents can help you avoid fiscal derailment.
What does financial health mean to you?
- Emergency Savings
- Retirement
- Insurance Coverage
- College Planning – 529 College Savings Plan
- Trusts/Estates
In recent decades, demographic changes have shifted the definition of a traditional nuclear family (a married couple and their biological child or children). The numbers today reflect various blended combinations of family units that make up the modern family.
The one-size-fits-all financial plan is not modeled to work with modern-day families; economic challenges and tax issues combined with legal realism make it complicated. So if you have a traditional nuclear family or a blended family combination, we can work with you to tailor a financial plan as unique as your family circumstances and help you sort out your financial baggage.
Family Financial Planning
A family’s financial success means something different for every family. No one can predict what the future holds, and being prepared for major incidents can help you avoid fiscal derailment.
What does financial health mean to you?
- Emergency Savings
- Retirement
- Insurance Coverage
- College Planning – 529 College Savings Plan
- Trusts/Estates
In recent decades, demographic changes have shifted the definition of a traditional nuclear family (a married couple and their biological child or children). The numbers today reflect various blended combinations of family units that make up the modern family.
The one-size-fits-all financial plan is not modeled to work with modern-day families; economic challenges and tax issues combined with legal realism make it complicated. So if you have a traditional nuclear family or a blended family combination, we can work with you to tailor a financial plan as unique as your family circumstances and help you sort out your financial baggage.
Valuations & Appraisals
There are many reasons why an owner may want to sell their business. When that time comes for you, we can provide you with the essential information you need to make the right decision – and get the right price. We are accredited in Business Valuations by the American Institute of Certified Public Accountants.
Reasons for a valuation:
- Buying or selling of a business
- Marital, partnership or business dissolutions
- Shareholder and employee disputes
- Litigation issues
- Eminent domain
- Mergers and acquisitions
- Estate and gift tax evaluations
- Fraudulent conveyance analysis
- Goodwill impairment
- Purchase price allocation and earnout disputes
OUR RATES VARY depending on your needs, budgets and goals and the members of our team assigned to help you. Our main objective is to ensure that every client gets the help they need to be successful and we are willing to be flexible when the need arises.
