Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

We offer comprehensive compilation services designed to keep your finances in check. Keeping track of financial transactions such as purchases, sales, and payments takes a fair amount of time, energy, and patience. Our compilation services are designed to make your life easier so that you can focus on what you do best.

Our team at Critelli and Associates is dedicated to client satisfaction. We pride ourselves on attention to detail in all that we do, and we’re ready to put our skills and knowledge to work for you. To get more information about our compilation services or to schedule a complimentary consultation, call us today.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Fast, efficient and trouble-free. Our confidential, cost-effective Complete Payroll Service eliminates the tedious and sometimes daunting chore of payroll processing in your office. It is a natural extension of the monthly financial reporting and tax services we provide. Allow us to help you make more profitable use of your business day by assisting with this critical but time-consuming task.

Our Complete Payroll Service produces checks for your employees and electronic filing of all related tax payments, along with a wide variety of available payroll reports and analyses. We strive to update our clients with current Wage And Hour and Department of Labor Regulations. With our Complete Payroll Service, payroll is no longer a tedious process. It is a smooth function of your business!

Our Complete Payroll Service also gives you peace of mind knowing that we will prepare and electronically file all your 941’s and state unemployment reports, federal and state tax deposits, federal unemployment report, and W-2’s in a timely manner.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
We provide comprehensive tax planning and preparation of all tax returns and go well beyond the filing of business and personal tax returns. We prepare whatever is necessary to protect your interests and save you valuable time.

We are a full-service tax office. If at any time during the year, you have a tax question or concern, please call us. Our skilled tax team will work with you throughout the year to develop a well- structured and highly efficient tax plan with tax saving strategies that are tailored to your specific set of circumstances. Our team is dedicated to providing you with timely and accurate service, while keeping you in compliance with the IRS, state and municipal agencies. We are here to assist you. It is part of our service to provide you tax peace of mind. In fact, we suggest meeting for a mid-year tax review and planning session. This is one of the best ways you can prepare for next tax season.

Our Office Will:

  • Prepare tax returns for individuals, Sole Owners, Corporate Entities, LLC, Partnerships, Estates and Trusts, Non-Profit Organizations and Gift Tax Returns on time and in an accurate manner.
  • Meet stringent IRS and State regulations concerning licensing and education and remain up-to-date on the changing tax laws that affect you.
  • E-file your tax return for added convenience and efficiency.
  • Resolve tax issues with the IRS or other taxing authorities.

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Call today to schedule an appointment!