About Our Tax Services
Since 2001, Levy Mossé has specialized in a wide range of tax services, including tax planning, preparation, and overall compliance. We take a solutions-oriented approach with a focus on quality work and minimizing tax liabilities for our clients. Our breadth of experience gives us an advantage in anticipating needs and understanding situations unique to various fields of business. We have highlighted a few of our many tax services below.
Tax Planning & Return Preparation
Levy Mossé helps our clients navigate the complexities of tax authorities, ranging from the IRS to local municipalities. We act as your dedicated advocate, ensuring that your rights and interests are protected while maintaining open and effective communication with the tax authorities. Our services include communicating with the IRS, handling and advising on tax audit matters, and providing general client tax representation.
Tax Authority Representation
Levy Mossé offers tax planning and preparation as a core service. Our approach is client centric, and involves proactive tax planning to optimize your tax position while maintaining compliance with dynamic tax laws. Additionally, our team prepares your tax returns, ensuring they are accurate, thorough, and submitted on time.
Sales Tax Services
Levy Mossé helps our clients manage their sales tax obligations, from compliance and reporting to understanding the ever-changing sales tax landscape. We provide comprehensive guidance on sales tax regulations, assisting in the accurate calculation, collection, and remittance of sales taxes to different local, state, and international authorities.
Estate & Trust Tax Preparation
At Levy Mossé, we guide our clients through the complex process of organizing their financial affairs. We help our clients with business continuity and the succession of ownership through effective estate and trust tax preparation. This provides our clients with security and ensures the orderly transfer of assets to their beneficiaries while reducing or eliminating the tax due on the transfer of their business and other assets.
Divorce Related Tax Assistance
Navigating the complexities of divorce can be a challenging and emotionally charged process. Levy Mossé provides our clients with guidance and support to achieve financial clarity during this transitional period. We help our clients optimize their tax position and make informed decisions that protect their wealth and assets. Levy Mossé has a deep understanding of the intricacies of divorce-related tax matters, and our goal is to minimize the financial strain associated with divorce.
About Our Consulting Services
Levy Mossé provides impactful consulting solutions tailored to our clients’ unique needs. We offer a comprehensive array of services designed to help clients optimize their operations, resolve critical challenges, and attain their strategic goals. Below, we’ve showcased some of our diverse services, spanning from mergers and acquisitions to wealth preservation, real estate acquisition, and financing.
Real Estate Advisory Services
Whether you are involved in property development, multi-family, commercial, pooled investments, or other strategies, Levy Mossé provides real estate advisory services. Our expertise encompasses financing assistance, tax-efficient strategies, maximizing cash flow, interest rate swaps, 1031 exchanges and a myriad of other accounting, tax and consulting solutions to help you navigate the ever-changing landscape and expand your portfolio.
Mergers & Acquisition Services
Levy Mossé provides merger and acquisition (M&A) services both on the buy and sell side for our clients. We help our clients navigate these strategic business decisions and provide a full range of services from initial due diligence to post-transaction integration. Our M&A expertise is tailored to ensure that our clients can achieve their desired outcomes with confidence.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
Pension & Profit sharing plans
Levy Mossé offers pensions and profit sharing solutions to help our clients plan for a secure financial future. We offer a range of tailored services, including retirement plan design, investment strategies, and tax planning. With a focus on long-term financial security, our expertise ensures that clients can make informed decisions to maximize their bottom line results.
Other Consulting Services
Levy Mossé offers a full range of other consulting services. These include areas such as investment review, business valuation, asset protection, entity selection, bankruptcies, litigation support, and financial system design and implementation. Please contact us if have any questions on how we can assist you within our consulting service offerings.
About Our Accounting Services
Our firm provides a full range of accounting services to our clients. Our solutions-oriented and client-centric approach results in the timely execution of accounting and financial engagements. Below, we have highlighted a few of our many services that focus on bottom-line results and provide our clients with timely and accurate financial information, ensuring that your business operations run more efficiently on a daily basis.
Bookkeeping
Our bookkeeping services provide our clients with thorough and precise management of their financial records. We specialize in recording, categorizing, and reconciling all your financial transactions, ensuring your records are accurate and compliant with regulations. Our team is dedicated to maintaining organized and meticulous financial records from individual finances to large corporations.
General ledger & financial statements preparation
In addition to bookkeeping services, we assist our clients in recording their transactions, maintaining their general ledger, and creating accurate financial statements. Our team ensures that our clients’ financial statements reflect their financial health and can be readily used for decision-making.
Financial Statement Compilations
Levy Mossé performs compilation engagements to ensure our clients’ financial statements are in the appropriate format and free from obvious material errors. We provide our clients with a written compilation report that does not offer assurance over the financials but is primarily used for internal decision-making.
Financial Forecasts & Projections
Our team uses their industry experience to analyze financial data and ever-evolving market dynamics to create comprehensive financial models and forecasts. These forecasts serve as a roadmap to our clients guiding them toward their financial goals and objectives. Our forecasts aid our clients with strategic planning, budgeting, growth, and investment decisions.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into cash flow issues. We forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses. Our team can guide our clients in optimizing accounts receivables and payables, creating budgeting plans, and identifying opportunities for cost savings and operational efficiency.
Payroll & Related Services
Levy Mossé offers a wide range of payroll services. We assist our clients in ensuring that payroll process runs seamlessly, from calculating wages and taxes to processing paychecks, and handling tax filings. From a process perspective, we can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Accounting System Implementations
Our accounting system implementation services set up systems that seamlessly integrate with our clients operations, ensuring that their financial data is not only accurate but also easily accessible.
Levy Mossé provides impactful consulting solutions tailored to our clients’ unique needs. We offer a comprehensive array of services designed to help clients optimize their operations, resolve critical challenges, and attain their strategic goals. Below, we’ve showcased some of our diverse services, spanning from mergers and acquisitions to wealth preservation, real estate acquisition, and financing.
Levy Mossé helps our clients navigate the complexities of tax authorities, ranging from the IRS to local municipalities. We act as your dedicated advocate, ensuring that your rights and interests are protected while maintaining open and effective communication with the tax authorities. Our services include communicating with the IRS, handling and advising on tax audit matters, and providing general client tax representation.
Levy Mossé offers tax planning and preparation as a core service. Our approach is client centric, and involves proactive tax planning to optimize your tax position while maintaining compliance with dynamic tax laws. Additionally, our team prepares your tax returns, ensuring they are accurate, thorough, and submitted on time.
Levy Mossé helps our clients manage their sales tax obligations, from compliance and reporting to understanding the ever-changing sales tax landscape. We provide comprehensive guidance on sales tax regulations, assisting in the accurate calculation, collection, and remittance of sales taxes to different local, state, and international authorities.
At Levy Mossé, we guide our clients through the complex process of organizing their financial affairs. We help our clients with business continuity and the succession of ownership through effective estate and trust tax preparation. This provides our clients with security and ensures the orderly transfer of assets to their beneficiaries while reducing or eliminating the tax due on the transfer of their business and other assets.
Navigating the complexities of divorce can be a challenging and emotionally charged process. Levy Mossé provides our clients with guidance and support to achieve financial clarity during this transitional period. We help our clients optimize their tax position and make informed decisions that protect their wealth and assets. Levy Mossé has a deep understanding of the intricacies of divorce-related tax matters, and our goal is to minimize the financial strain associated with divorce.
Levy Mossé provides impactful consulting solutions tailored to our clients’ unique needs. We offer a comprehensive array of services designed to help clients optimize their operations, resolve critical challenges, and attain their strategic goals. Below, we’ve showcased some of our diverse services, spanning from mergers and acquisitions to wealth preservation, real estate acquisition, and financing.
Levy Mossé provides merger and acquisition (M&A) services both on the buy and sell side for our clients. We help our clients navigate these strategic business decisions and provide a full range of services from initial due diligence to post-transaction integration. Our M&A expertise is tailored to ensure that our clients can achieve their desired outcomes with confidence.
Whether you are involved in property development, multi-family, commercial, pooled investments, or other strategies, Levy Mossé provides real estate advisory services. Our expertise encompasses financing assistance, tax-efficient strategies, maximizing cash flow, interest rate swaps, 1031 exchanges and a myriad of other accounting, tax and consulting solutions to help you navigate the ever-changing landscape and expand your portfolio.
Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
Levy Mossé offers pensions and profit sharing solutions to help our clients plan for a secure financial future. We offer a range of tailored services, including retirement plan design, investment strategies, and tax planning. With a focus on long-term financial security, our expertise ensures that clients can make informed decisions to maximize their bottom line results.
Levy Mossé offers a full range of other consulting services. These include areas such as investment review, business valuation, asset protection, entity selection, bankruptcies, litigation support, and financial system design and implementation. Please contact us if have any questions on how we can assist you within our consulting service offerings.
Our firm provides a full range of accounting services to our clients. Our solutions-oriented and client-centric approach results in the timely execution of accounting and financial engagements. Below, we have highlighted a few of our many services that focus on bottom-line results and provide our clients with timely and accurate financial information, ensuring that your business operations run more efficiently on a daily basis.
Our bookkeeping services provide our clients with thorough and precise management of their financial records. We specialize in recording, categorizing, and reconciling all your financial transactions, ensuring your records are accurate and compliant with regulations. Our team is dedicated to maintaining organized and meticulous financial records from individual finances to large corporations.
In addition to bookkeeping services, we assist our clients in recording their transactions, maintaining their general ledger, and creating accurate financial statements. Our team ensures that our clients’ financial statements reflect their financial health and can be readily used for decision-making.
Levy Mossé performs compilation engagements to ensure our clients’ financial statements are in the appropriate format and free from obvious material errors. We provide our clients with a written compilation report that does not offer assurance over the financials but is primarily used for internal decision-making.
Our team uses their industry experience to analyze financial data and ever-evolving market dynamics to create comprehensive financial models and forecasts. These forecasts serve as a roadmap to our clients guiding them toward their financial goals and objectives. Our forecasts aid our clients with strategic planning, budgeting, growth, and investment decisions.
A business can be profitable and still run into cash flow issues. We forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses. Our team can guide our clients in optimizing accounts receivables and payables, creating budgeting plans, and identifying opportunities for cost savings and operational efficiency.
Levy Mossé offers a wide range of payroll services. We assist our clients in ensuring that payroll process runs seamlessly, from calculating wages and taxes to processing paychecks, and handling tax filings. From a process perspective, we can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Our accounting system implementation services set up systems that seamlessly integrate with our clients operations, ensuring that their financial data is not only accurate but also easily accessible.