Get more than just a tax return
Offering Expert Bookkeeping Services and Much More in Boynton Beach, FL and the Surrounding Areas
Unlike other nearby accounting firms, Fishman Associates CPA is here to assist you with all aspects of your financial strategy throughout the year. You can rely on us for everything from bookkeeping services to estate planning to general financial consulting. As experienced financial advisors, we can guide you through your most important business decisions and investments with care and professionalism, including expansions and acquisitions, inventory control systems, and much more. Get in touch today, and you’ll quickly see why we’re considered one of the top financial consulting firms in the Boynton Beach, FL area.
Our Comprehensive Bookkeeping and Financial Planning Services
As your business continues to grow and expand, there’s a good chance you’ll need professional assistance with recordkeeping and other financial tracking and planning tasks. That’s where we come in. Our expert financial consultants can design a specialized accounting system that perfectly fits your business’s needs. You can also count on our detail-oriented CPAs to prepare any necessary financial documents you may need at any point, including payroll reports, journals, general ledgers, and reports to state and federal agencies.
What’s Included in Our Financial Consulting Service Package?
If you need professional assistance with estate planning in the Boynton Beach, FL area, make Fishman Associates CPAs your trusted financial consultant. We’ll work with you to increase your net worth, and develop a custom plan to help you minimize estate taxes. We offer a complete, comprehensive package that includes the following services:
- Analysis of your net worth
- Investment review
- Assistance with family gifting and trusts
- Retirement planning
- Family business transfer
Neil Fishman on How the Numbers Tell A Story
In this video, Neil Fishman, CPA, explains key financial principles for business owners. He highlights the importance of understanding financial statements and drawing a proper salary from an S corporation. Neil warns that failing to take a salary can result in issues with Social Security benefits and potential IRS audits, which could reclassify distributions as payroll, leading to penalties. His advice is for business owners to start drawing a salary early and adjust it as the business grows to ensure compliance and avoid costly mistakes.
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