At Carlozo & Company, P.A., we provide assistance in the following areas:

ACCOUNTING

• Bookkeeping training and instruction
• Budget design and preparation
• Budget vs. actual reporting
• Cash reconciliations
• Capital structure and business financing
• Contribution margin analysis
• Financial statements - compiled and reviewed
• Income and cash flow projections and reforecast
• Internal accounting controls design
• Monthly bookkeeping
• Personal financial statements
• Presentation of financial data to:     
  Stockholders
  Board of Directors      
  Management
  Lenders
  Franchisors

• Ratio analysis
• Refinancing analysis
• Trailing 12 month reporting
• Vertical Analysis

TAX PLANNING AND REPORTING

• Alternative minimum tax planning
• Bulk sales tax issues
• Consolidated corporate returns
• Corporate record book monitoring
• Electronic filing with taxing authorities
• Estate tax planning
• Executive compensation planning
• Financial planning
• Fixed asset maintenance
• Fringe benefits planning
• Gift planning
• Income and sales tax audit representation
• Individual tax planning
• Limited liabilities companies
• Liquidations
• Mergers and acquisitions
• Multi-state taxation
• Offers-In-Compromise
• Partnerships/agreements
• Pension and profit-sharing plans
• Personal property tax assessment planning
• Purchase or sale of a business
• Real estate investments
• Recapitalization
• Related party transactions
• Retirement planning
• Selection of appropriate business structure
• Succession planning for family business
• Tax return preparation
• Tax credit utilization
• Tax implications and planning
• Tax entity changes
• Tax litigation and protests

MANAGEMENT ADVISORY SERVICES

• Accounting systems development
• Analysis of new business ventures
• Break even analysis
• Budget planning and analysis
• Business valuations
• Business plans
• Buy/sell agreements
• Cash flow analysis
• Cost reduction programs
• Employee performance evaluation
• Forecasting and projections
• Fringe benefit cost analysis
• Investment projections
• Long-range planning
• Mergers and acquisitions
• Productivity analysis
• Profit contribution studies
• QuickBooks installation and training
• Return on investment analysis
• Strategic planning
• Wage and salary incentive programs

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