Tax Services & Planning
Forward thinking. That is the Thaney & Associates CPAs, P.C. vision. Whether it’s an individual, corporate, partnership, not-for-profit, estate, trust or gift tax return, when preparing your tax return, we don’t just look behind at the year that has passed. We want to look at the upcoming year and the years ahead to determine what the best course is for you. We know that planning is the key to creating the most desirable tax situation possible.Read more.
The Thaney & Associates CPAs, P.C.’s tax preparation approach is a proactive one. We work in conjunction with your other professional partners– attorneys, bankers, financial advisors, insurance representatives– to maximize your tax advantages while avoiding unpleasant end-of-year surprises. This approach, combined with our always-current knowledge of new developments in tax laws, will generate substantial tax saving for you.
At Thaney & Associates CPAs, P.C., we specialize in helping you plan proactively to maximize your tax advantages while avoiding unpleasant end-of-year surprises. In addition, this approach, together with our current knowledge of new developments in tax laws, results in substantial tax savings for you.
Our experience has shown that the most effective planning is often done in conjunction with other professionals – attorneys, bankers, insurance representatives, retirement plan advisors, and financial consultants. We are very pleased to work closely with all the professionals who have your best interest at heart.
Our tax services include:
- Corporate tax planning
- Personal income tax planning
- Incorporations and liquidations
- Evaluation of tax advantaged investments
- Retirement plans
- Tax examinations and appeals
- Reorganizations and recapitalizations
- Professional corporations
- Auditing
- Trusts
- Valuation of closely held business interests for gift, estate, buy-sell agreements and other matters
We stand behind every tax return we prepare, including taking a strong supporting role when representing our clients before the IRS or other tax authorities.
Contact us to inquire more or request financial services.
Accounting & Auditing Services
Defining goals. Monitoring progress. These are the services that Thaney & Associates CPAs, P.C. can provide to you that go above and beyond the traditional compliance services. The compilation, review or audit that is prepared for you is only meaningful if you understand how to use the information to make your business better. That’s why, at Thaney & Associates CPAs, P.C., we help our clients help themselves by showing you how to make your business more consistently profitable. Today. And well into the future.
Forensic Accounting & Internal Controls
If you are trying to tighten up your internal controls, you can turn to us for help. Our forensic accounting capabilities include investigation into employee theft, securities fraud, identity theft and insurance fraud. Beyond just identifying the problems, we can make recommendations so that you can minimize your risk for loss.
Did you know that out of 10 employees: 2 won’t steal from you, but 2 will; And 6 would if they were presented with the opportunity?! Read more.
Smaller enterprises are at the greatest risk for fraud, particularly from within the organization. They’re the least likely to have dedicated security personnel, and most likely to lack adequate internal systems and controls to prevent fraud.
You can minimize your exposure to fraud, however, by learning how it is perpetrated in businesses like yours. The Forensic Accounting Team at Thaney & Associates can help. We are thoroughly trained to do more than simply uncover financial discrepancies. We help our clients put together and implement systems and controls to prevent internal – or external – fraud from ever happening.
If you feel your company has been a victim or financial fraud, or if they would like to fraud-proof their business, we can demonstrate all the ways our certified forensic accountants can keep a business on the soundest possible financial footing.
Please feel free to contact the head of our Forensic Accounting Team, James P. Latona, CFE, if you have any questions about our forensic accounting services, or any of our other services. Jim’s phone number is (585) 427-2410 x109 and his email address is jlatona@thaneycpa.com.
Remember, there is always truth to be found behind every set of numbers. Our forensic experts are sure to find it.
Taxing Authority Representation
At Thaney & Associates CPAs, P.C., we stand behind every tax return we prepare. That is why we promise to take a strong supporting role if it ever becomes necessary to represent you before the Internal Revenue Service or other taxing authorities.
