Our firm has the
resources, experience, and depth of knowledge to offer the
following services to both individuals and businesses. We can
deliver the services you need in a professional, fast, and
cost-efficient manner.
Tax
Preparation
We offer professional preparation of all federal, state, and
local tax returns at competitive, affordable rates. At
Lucove, Say & Co., we are experienced in the preparation
of individual, partnership, trust, corporate (both S &
C), partnership, LLC, LLP, not for profit and estate tax
returns.
Consulting
Services
We offer a wide range of consulting services to help you
improve business operations, boost efficiency, and increase
the bottom line. We pride our selves as being your in house
finance department, and function as your off site
CFO.
Accounting
Software Selection
QuickBooks Premier offers the most
comprehensive set of financial management tools to help you
manage your small business finances and planning more
effectively. It includes all of the features of QuickBooks
Pro, PLUS:
• New, more comprehensive reports and analysis
• New, more advanced accounting features
• Remote Access* - work from home or
the road
• Exclusive business services designed to increase
your productivity
Business
Entity selection
The entity, which you choose to operate your business, has
profound consequences. We can help you decide between a sole
proprietorship, conventional C or S corporation or LLC to be
certain that the most advantageous form of entity is
considered.
Estate
Planning
Lucove, Say & Co. offers estate planning services so you
can minimize federal estate tax liabilities. We will endeavor
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies.
We coordinate a full estate plan with your attorney, or can
refer you to an experienced attorney qualified to discuss
this very emotional issue with you.
Lucove,
Say & Co. has the resources, experience, and
depth of knowledge to offer the following services to both
individuals and businesses. We can deliver the services you
need in a professional, fast, timely and cost efficient
manner. Because we are intentionally a small firm, we know
all our clients, and our services for you are personalized,
with commitment that is without peer.
The itemization below is not all inclusive. Please call us to
discuss a service which might not be included
here.
Accounting
Services
Lucove, Say & Co. offers a complete
range of accounting services, including receivables,
payables, and payroll management. We prepare financial
statements in accordance with Generally Accepted Accounting
Principles (GAAP) for use by banks, investors, and other
third parties. We will also prepare custom financial reports
for internal, managerial use.
Bookkeeping/Write-Up
We provide full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivable and payable tracking
and analysis. Properly maintained ledgers not only facilitate
the preparation of a year end tax return, it gives management
tools with which to make decisions
Financial
Forecast and Projections
Lucove, Say & Co.provides complete
financial and business forecasting and services, including
proforma projections. We will also customize - What If
situations - planning scenarios to help management foresee
and plan for unexpected business contingencies.
Cash
Flow & Budgeting Analysis
We offer cash flow and budgeting analyses, from an
experienced eye that can help you minimize cost overruns,
lost purchase discounts, and uncollectable receivables. Many
of our clients state that these value-added services are
indispensable.
Tax
Services
Lucove, Say & Co. offers a full range of tax planning and
compliance services. We work with our clients year-round in
order to minimize their total tax burden. We also prepare all
federal, state and local tax returns for individuals and
businesses.
Other
We have a very diversified client base, and through the years
have been exposed to numerous tax issues. We stand ready to
bring to you our years of experience, our success with
projections and planning as well as resolutions with the
federal and state tax authorities.
Financial
Statements
Lucove, Say & Co. prepares professional,
GAAP-compliant financial statements as well as tailor-made
financial analyses that can help business owners and managers
eliminate inefficiency and realize a business full profit
potential. Financial statements are not very useful unless
they tell you what you want to know, not what in a format
that doesn't do it for you.
IRS
and State/Local Representation
We know the tax laws, after all we are Certified Public
Accountants, and we know how your tax return was prepared. We
can provide complete representation services before the IRS
as well as state and local taxing authorities. We are also
experienced in negotiating Offers in Compromise with the
Internal Revenue Service and the state of
California.
Tax
Planning
We continuously monitor federal, state, and local tax law
changes to allow our clients to minimize their current and
future tax liabilities. If necessary, we implement
tailor-made due-date tax compliance monitoring systems to
prevent costly interest and penalty assessments attributable
to late filing. Of course, we offer full tax preparation and
filing services, and are extremely proactive and aggressive
in arriving at taxable income..