We service a wide array of clientele, from start-up's to mid-sized and multi-national companies looking to expand and grow.
For entities that require deeper assistance with operations, we offer a la carte services for advising and financial reporting. Clients can select the best services that suit their needs, and as they grow, we help transition them back as needed. This enables the client to focus on their business first, leaving the financial and compliance duties to us.
Services Include:
- Interim/Fractional CFO Assistance
- Strategic financial planning
- Technical accounting assistance
- Budget and forecast services
- Month end-accounting support
- Preparation of management reports
- Preparation of financial reports in accordance with U.S GAAP or International Financial Reporting Standards (IFRS)
- Audit preparedness services for private companies and technical accounting consulting.
- Controller support
Proper bookkeeping is at the root of every successful business. Our qualified staff will provide you with a customized service to help you grow your business by assisting you in properly handling all bookkeeping-related tasks. At Dmitriy Goykhman CPA, P.C., we recognize that bookkeeping is a skill every entrepreneur should have. That is why we have experienced team members who dedicate their time to providing our clients with well-designed training sessions. We review bookkeeping and accounting basics to ensure our clients know how to handle their accounts.
Services Include:
- QuickBooks and Chart of Accounts setup
- Record keeping, evaluation, and maintenance of accounts receivable, accounts payable, and general ledger
- Preparation of bank and credit card reconciliations
- Comprehensive payroll administration
- Job costing
- Sales tax preparation filing
- Invoicing
- Mailing of payments
- Bookkeeping training workshops
Today's global economy has created an endless number of opportunities to do business, work, and live abroad. This dynamic reality has resulted in many US tax implications, which continue to increase in complexity yearly and often carry astronomical penalties for non-compliance. It is, therefore, crucial to have a trusted international tax advisor, who will guide you through the process, ensure that you are compliant with all required tax filings, and help devise strategies to minimize your tax liabilities.
Services Include:
- Pre-immigration tax planning
- Cross-border transactions
- Expat tax return preparation and US tax consulting for US citizens living abroad
- International tax compliance for US persons with foreign business entities, properties, financial accounts, and various income streams generated outside the US
- US tax compliance for non-US persons with business activities, property, and employment in the US
- Consulting and compliance related to any other type of simultaneous US and foreign presence
- ITIN applications - we are an IRS acceptance agent able to assist clients in getting ITINs
- US tax residency verification
Businesses all have unique tax needs, and we work with each entity to understand the full implications of their operations. We provide a thorough review of all business operations and advise on best tax and compliance filings to maximize benefits to business owners.
Services Include:
- Preparation of federal and state income tax returns for C-Corps, S-Corps, Partnerships, and Disregarded entities.
- Assistance in tax structuring for corporations, and partnerships, for both U.S. and foreign jurisdictions
- State and Local exposure planning and minimization through nexus studies and group restructuring.
- Assistance with federal and state tax credits, including the research and development (R&D) credit and work opportunity credits.
- Resolving federal, state, and local tax audits and notices.
- Identifying and minimizing current multi-state tax exposure.
- Negotiating economic incentive packages associated with business expansion and relocation
- Due diligence assistance and review in both purchase and sale transactions.
Tax laws are changing and evolving daily, and individuals need to make sure that their circumstances are carefully examined to allow for maximum benefit. We provide a customized and individual review of each client's circumstances to ensure that they are utilizing all available and allowable benefits afforded to them.
Services Include:
- Preparation of Federal & State Income Tax Returns
- Review of prior returns & preparation of annual filings
- Preparation of gift tax (Form 709) returns
- Charitable gifting and Sec 529 planning
- Tax loss harvesting and planning with financial advisors
- Representation in Federal (IRS) and/or State audits
- State residency planning
- Tax Projections
With Mergers & Acquisitions hitting record highs, businesses must be in tune with the ever-changing tax and compliance landscape. We work with our clients throughout the entire M&A process, ensuring proper due diligence and affording them the comfort of having a dedicated specialist during the transaction protecting their interests.
Services Include:
- Buy-side and sell-side financial due diligence.
- Seller readiness consulting
- Carve-out financial statement preparation.
- Corporate strategy
- Income, payroll, and sales tax exposure analysis
- Internal tax compliance controls analysis
- Assistance in responding to due diligence requests.
- Assistance to sellers in determining eligibility for Qualified Small Business Stock gain exclusion benefits.
- Assistance in value acceleration and exit planning.
