New York, NY
Melville, NY
Roseland, NJ
Greenwich, CT
Tinton Falls, NJ
Grand Cayman, BWI
1.800.921.0777
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Accounting Services
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Embarking on a new business venture is an exciting and demanding time for a business executive. Most executives have ample expertise in their industry areas, however, accounting and administrative matters may elude them. Marcum & Kliegman's Accounting Outsourcing Services can help. The Firm offers a wide array of services such as administrative and accounting support, certified audits, tax consulting and preparation, and estate and wealth planning.
Accounting Services
- Financial statements preparation
- Tax compliance and planning
- Implementation of new accounting software packages
- Accounts payable/receivable
- General ledger accounting
- Account reconciliations
- Fixed asset management
- Month-end closing
- Sales tax and payroll tax return preparation
- Audit and tax schedules
- Budgeting
- Cash flow monitoring
- Financial analysis
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Accounting & Auditing
- Audits
- Projections
- Reviews
- Compilations
- Forecasts
- Due diligence
Tax Services
Services For Individuals
- Tax return preparation
- Personal income tax planning
- Estate and gift tax planning
- Estate and trust administration
- Financial planning
- Tax services for U.S. citizens abroad
- Tax return preparation
- Corporate and partnership tax planning
- International tax planning
- Form of ownership & employee benefits tax planning
- Advisement regarding the tax consequences of changes of accounting methods, legal organization and financial reporting
Pension Planning
- Strategies to maximize owner's contributions
- 401(k) and pension solutions
Business Succession Planning
- Keyman and golden handcuff strategies
- Creation of plans that consider the objections of both the current and future generations
Estate Tax Planning
- Trusts coordination
- Life insurance funding to create liquidity
Group Benefits
- Designing and implementing group benefits utilizing the advantages of executive carve outs and voluntary products
Trusts & Estates Planning Services
- Creation and implementation of business succession plans
- Lifetime and Charitable gifting strategies
- Estate Planning
- Planning for dispositions at death
- Life insurance planning
Hedge Fund / Investment Partnership
- Structuring of investment partnerships
- Consultations with attorneys on partnership documents
- Tax compliance and planning
- Financial statement audits
- Portfolio accounting systems & reconciliations
- Interface with prime brokers
- Back office operations
- Financial and Performance reporting
- Estate and financial planning
- Litigation support
- Independent representation
Network, Security, Inforamtion Technology
- Professional computer network and physical security assessments
- Determining and quantifying security risks
- Identifying and prosecuting perpetrators
- Implementing security products and training programs
- Incident response & disaster recovery
- Cyber insurance security audits
- Computer forensic investigations
- Background investigations
- Implementation of information technology systems and customizations
- Design of LAN and WAN hardware & software
- Resellers of various types of software products, including Juris
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Services