Accounting, Tax & Consulting

ACCOUNTING SERVICES

Well-organized financial records ensure your business will run efficiently and cost-effectively. We offer a full range of quality accounting services including:

• Financial Planning & Analysis
• General Ledger and Financial Statements
• New Business Accounting Setup
• Bookkeeping

CONSULTING SERVICES

Waxman & Bland assists businesses with the formation of your business, mergers and acquisitions as well as estate planning. 

FORMING YOUR BUSINESS 

We help you decide what kind of business will work best for you (“S” corp, LLC, partnership, etc.). Choosing the correct kind of business formation can have long-standing implications on tax liabilities, and our experience will help guide you in deciding what is best. If you are looking to form a non-profit, we will assist in applying for your state registration and tax-exempt status.

Fractional CFO/Controller

We can provide a cost-efficient service for small businesses to utilize professional finance and accounting without the commitment to a full-time hire. Let us handle budgeting, forecasting, accounting, bookkeeping, and cash flow management.

MERGERS AND ACQUISITIONS 

We can assist with your due diligence for a merger or acquisition. We will work with you and your attorney throughout the process to ensure financial accuracy from start to finish. 

ESTATE PLANNING

We can reduce or eliminate certain taxes involved with transferring your assets to your beneficiaries or surviving spouse. That includes business and other assets. For business owners, we can help provide a succession of ownership. We guide you through the complex process of getting your financial affairs in order along with your attorney.

TAX SERVICES

We keep on top of all changes in tax law and make sure we’re up to date when doing your taxes. We also take the time to ensure you are getting every dollar of return you are entitled to. We prepare various types of returns including those for:

• Individuals 
• Partnerships
• Corporations 
• Trusts And Estates
• Non-Profits
• Payroll
• Sales

TAX PREPARATION

In order to minimize both your current and future tax liabilities, we provide detailed tax planning services.

TAX REPRESENTATION

We have been representing our clients to federal and state tax agencies for many years, and have built up an extensive amount of experience. You or your business are in good hands with us should we need to go to bat for you.