Services

Tax Management Services

At Joseph Di Staulo, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow, and keep you on track to your financial goals. Our expertise, experience, and thorough research allow us to optimize financial opportunities found in both existing and newly altered tax laws. We are knowledgeable and up-to-date on tax laws and can help make sense of your receipts, bills, and notices.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Joseph Di Staulo, CPA’s accounting services help steer you closer to these goals by providing accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit/profit-sharing plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping (monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Corporate tax planning and return preparation
• Litigation support

Bookkeeping / Write-Up

Accurate record-keeping is essential to a successful business but can also be time-consuming and complicated. Joseph Di Staulo, CPA can assist with the organization and day-to-day tasks of bookkeeping so you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and liabilities. From inception through growth and development, Joseph Di Staulo, CPA can advise on choosing the right entity type and restructuring if advantageous. With our knowledge and expertise, we ensure you receive the most beneficial entity type for your business functions.

IRS Representation

Professional representation can be crucial during an audit. Our experience with tax authorities allows us to guide clients through interactions with federal and state agencies. If chosen for an audit, Joseph Di Staulo, CPA provides the professional representation needed to alleviate your concerns and answer any questions the IRS may have.

Computer Consulting

As technology rapidly advances, companies need to update their systems. Joseph Di Staulo, CPA can audit your system competencies, gauge upgrade needs, and provide support in choosing and implementing new hardware or network systems. We aim to improve your system’s performance while considering your budget.

Payroll Services

Joseph Di Staulo, CPA’s payroll services help reduce the time spent on payroll administration by developing and implementing computerized payroll systems. These systems facilitate processing, ensure timely payments, and help with tax return preparation.

Cash Flow and Budgeting Analysis

Effective cash management can improve a company’s liquidity, reduce costs, and increase profitability. Joseph Di Staulo, CPA helps maintain optimal cash flow by tracking sources and uses, forecasting, and budgeting. We assist with spending analysis and budget balancing to support your business’s financial health and success.

Financial Projections and Forecasts

While no one can predict the future perfectly, planning for it is crucial. Joseph Di Staulo, CPA combines expertise and experience with a deep understanding of your business to create financial projections that aid in managing business plans and spending. We stay current with market trends to ensure your business is prepared for future opportunities and challenges.

Debt and Finance Advising

Whether corporate or personal, Joseph Di Staulo, CPA assists in evaluating debt management and financing options that can lower payments and reduce total interest. By re-balancing debts, we help clients find tax deduction savings. Even if your current debts are manageable, our expertise can still potentially save you money and reduce payments.