While it may seem we provide the same services rendered by other firms, at Affetto & Co. we know it’s not the service that defines us but rather how that service is provided, and by whom, that makes all the difference.

Our services are delivered by seasoned professionals working side by side with clients, offering pragmatic approaches to planning and solving challenges in real time. We not only provide services, we’re creating connections and building relationships, delivering insights and driving value that others can’t.

Services offered include:

Tax Services
Accounting & Assurance
Business Formation
Payroll & Sales Tax
QuickBooks Software Consulting
Estate Planning & Wealth Management

Tax Services

Tax planning takes year-round effort and we will work closely with you to create a comprehensive plan so that you can take advantage of all available and applicable credits and deductions. We emphasize federal and state planning at both personal and business level so that your tax obligations can be reduced,deferred, or eliminated.

Individual Planning & Compliance
Individual tax planning and compliance is the foundation of your financial world. Our goals are to reduce personal tax liability, maximize after-tax cash flow and wealth, and guide you through the challenging and often very confusing choices in ways that will leave you in the best position possible. Whether you have an immediate concern or need long-term planning we will create an approach tailored specifically to ensure that your world is worth more.

Representation & Controversy
Disputes with tax authorities can be complex and often an emotional period that requires an experienced advisor at your side. Our experts are dedicated to resolving your tax disputes efficiently. We will help you navigate the process and make it as painless as possible.

At Affetto & Co., our team has expertise in a wide range of forensic accounting, tax representation, and valuation analysis. We will guide you through the process and work closely to develop the best response and reduce the risk of any future recurrence.

Accounting & Assurance

Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Affetto & Co.’s accounting services steer you closer to these goals with accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

Assurance – Reviews and Compilations
Relevant, transparent and independently reviewed financial information is more critical than ever to building confidence within your organization, and with external shareholders. Banks, creditors and potential investors may request a review of your financial statements before completing a transaction with or investing in your business. We will assess your financial statements through inquiry, analysis and discussion, and provide limited assurance that your financial statements are presented in accordance with applicable financial reporting standards.

Business Formation

You’re ready to take that leap and start your own business. Did you know that almost every aspect of your business has tax implications? Our team has the depth and breadth of experience to guide you through the necessary steps to ensure your business activity has the correct setup at all levels of government. We will grow with you and help you develop cost saving strategies to help your business reach its goals.

Payroll and Sales Tax Services

Payroll Services
Payroll is becoming more difficult every year. With changing regulations there are many pitfalls that could become costly if you are not careful. We can provide you with a full range of professional payroll services. We offer payroll preparation, direct deposit, payroll tax deposits, preparation of payroll tax returns and specialized reporting for third parties, such as workers compensation insurance audits.

Sales Tax Services
Sales tax compliance can be complicated and frustrating. Our staff has the knowledge and experience to prepare all sales tax filings, in addition to providing sales tax audit representation. We can guide you through the complexities of compliance and exemptions for a single location or across multiple jurisdictions.

QuickBooks Software Consulting

As a QuickBooks Certified ProAdivsor we will help you choose the right platform for your business, as well as offer training, installation, set-up and support. You will also be able to take advantage of special pricing for your software through our ProAdvisor program.

Estate Planning and Wealth Management

You have worked hard for your assets and wealth. Thoughtful gift tax and estate planning can create significant short – and long-term value for families – allocating existing assets today, while maximizing their worth for years to come.

Our professionals understand the importance of selecting the right estate and trust plan for you and your loved ones, as well as the value of discretion, continuity and security. We will address all aspects of your estate and trust plan, including comprehensive planning, establishment, implementation, administration, and advisory services.

Let us help you with all your tax and accounting needs

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