Client Services
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Tax Services
<h2>Estate & Trust Tax Preparation</h2>
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
<h2>IRS Representation</h2>
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
<h2>Tax Planning & Preparation</h2>
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Our objective is to minimize your taxes based on current tax laws and to consider prospective changes that are likely to occur. We believe you should pay the least possible tax as permitted by the tax codes. Our tax services are different from other firms because we search for the precise strategy that will serve you best. We do not settle for what may appear to be the obvious solution to a tax problem unless our research indicates that it is the proper solution to your specific tax situation.
Consulting Services
<h2>Business Consulting</h2>
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
<h2>Business Entity Selection</h2>
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
<h2>Buying & Selling a Business</h2>
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
<h2>Financial Planning</h2>
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
<h2>Fraud Prevention & Detection</h2>
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
<h2>Pension & Profit Sharing Plans</h2>
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
Other Services
<h2>Litigation Support</h2>
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
We can highlight financial information pertinent to the case and gather and interpret statistical and financial data. We can also assist the team in developing interrogatory responses, obtaining or preparing documentation, litigation strategies, trial exhibits, and, if necessary, identify expert witnesses in other areas. Expert testimony can be provided, support other expert witnesses or assist in preparing lines of cross-examination.
<h2>Mergers & Acquisitions</h2>
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.
Miscellaneous
<h2>Peer Reviews of CPAs</h2>
To be a member of the AICPA or the FICPA, any CPA firm that provides accounting or auditing services is required to undergo a peer review every three years. Infante & Company believes that it is important for this program to continue to succeed and, as such, is recognized by both the AICPA and the FICPA for performing these reviews. We have the flexibility and depth of industry knowledge and expertise to review firms of all sizes. Our Managing Partner, A. Roger Infante, is a member of the Florida Institue of Certified Public Accountant's Peer Review Committee which oversees all peer reviews conducted in the State of Florida.