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Employment

We are always looking looking for professionals to add to our business family. Please provide us with the requested information below & upload your resume. We look forward to learning more about you.

Currently Hiring Accountants

Bachelor’s Degree in Accounting. 5 – 10 years in public accounting experience. Prior preparation of corporate, partnership, individual tax returns, knowledge of US Generally Accepted Accounting Principles (GAAP) and accounting procedures. Possess a strong communication, interpersonal, analytical and research abilities. Experience with CCH products and paperless environment a plus. Knowledge of Microsoft word and Excel.

 

Niche Markets

Content coming soon!

 

Values & Mission

Innovation

We are creative in delivering value to our clients and associates. We accept change and capitalize on the many opportunities that arise. Our forward thinking process is fundamental to our philosophy.

Teamwork

We encourage individual hard work and team participation. Our team is supportive of each others’ efforts, loyal to one another, and care for each other both personally and professionally. We work with our clients as a team. Mutual respect provides the foundation for our success.

Client Service Excellence

Our clients are our primary purpose for existence as a firm. Providing excellent service is our most important function. We are dedicated to satisfying customer needs and honoring commitments we have made to them.

Integrity

We remain true to our founding values of integrity, honesty, and hard work. We are consistently associated with the highest standards of service, quality and personal attention to clients.

Commitment

We are proactive in finding solutions for our clients that best achieve their goals. Lasting relationships are the lifeblood of our business. We want the client to feel that our staff is as committed to their success as their own team.

Our Mission

To provide innovative, professional and quality tax, financial and advisory services to each of our clients diverse needs.

 

About Us

Thaney & Associates, CPA, began its journey over 50 years ago offering clients a unique brand of insight, driven by our compelling desire to get to know each and every client and their business in detail. On a fundamental level, we believe that our value to our clients goes far beyond a list of services.

We have the ideal mix of experience, resources and knowledge needed to continue to deliver the proactive services that you deserve. Our brand is founded on extending a personal approach, friendly professionalism and a caring style that differentiates our staff as true partners in driving the continues success of our clients. Our clients enjoy several distinct advantages to having Thaney & Associates, CPA as a professional service partner including:

  • Audit, tax, compliance and consulting services to over 700 corporate clients covering the South-Atlantic region and North-East.
  • A partner-to-staff ratio that is similar to small, local firms, allowing our senior level professionals to be involved throughout the entire planning and review process.
  • A commitment to staff continuity that means more personal attention and less staff retraining. We believe that our employees are looking towards the future, working towards personal goals that align with the firm’s philosophy as well as their own, and truly enjoy their job as well as the journey.

We believe our commitment to quality and timely service, and our depth of experience will serve you well. With ever changing tax laws and a challenging economic environment, managing your future is increasingly more complex. We excel at doing whatever is required to get the job done, on time, without compromising quality.

Our clients deserve only the best and we deliver nothing less. We place a premium on client relationships, building a high level of trust and commitment to your success. Our clients look to us as a valued resource for advice, ideas, and solutions. As your chosen partner, we will use all of our resources to help you succeed.

Best regards,
Edward F. Thaney, CPA, CVA
Partner

 

Forms

1096 and 1099 Worksheets

Consent to Contact Form – Florida

Consent to Contact Form – New York

Consent to Disclosure of Tax Return Information – Florida

Consent to Disclosure of Tax Return Information – New York

8879 for Individuals

8879 PE for LLC

8879 S for S-Corps

8879 C for Corps

8879 F for Trusts

8879 EO for Exempt Organizations

 

Popular Links

Need to check a new tax law or download this quarter’s sales tax form? Starting a small business and want to see what the SBA has to offer? Want to lower the number of years on your mortgage? Check out the sites below for that and more!

Departments of Taxation and Finance

Tax and Other Forms

Other Accounting Sites

Other Interesting Sites

 

Client Portal Instructions

If you are having issues logging into your client portal, please follow the directions below.

Click on Payment Portal under resources or at the top of the home page (https://www.clientaxcess.com/#/login). This will bring you to the log in screen.

Your username is your email address that we have on file. If you are unsure of what email we have on file, please call our office.

If you don’t remember your password:

Once you have typed in your email address as your username, you will need to click on “forgot password”. This will send a temporary password to your email address (check your junk/spam folder). Then, use this temporary password to log into the portal. Once you are logged in, you will be prompted to create a new password of your choice. We do not keep passwords or have access to your password for security purposes.

 

Resources

Every year, every day, every minute there are changes in tax laws, business trends and more. The Accountants at Thaney & Associates, CPAs, P.C. enjoy having a “go to” place for our clients and their friends; where they can catch up on the most pertinent and recent information that matters most to them.

 

Quickbooks Training

Thaney & Associates CPAs, P.C. Certified QuickBooks® ProAdvisors® have been tested and certified to help you get answers, choose the right product, get setup right, troubleshoot, advise about tax and financial implications, and more within the QuickBooks® software. Thaney & Associates ProAdvisors® are also a great resource if you run into trouble with QuickBooks® or need advice about the software.

Many QuickBooks® customers say their experience with software is better when they work closely with a QuickBooks® expert.

Certified QuickBooks® Professional Advisors have successfully completed a comprehensive curriculum, developed by Intuit® to teach best practices in payroll, reporting, and other day-to-day functions.

Our ProAdvisors® lend their skills to offer a number of courses in QuickBooks® through an association with a software training guide company named TLR, Inc.

Put an end to the bookkeeping nightmares that hurt your cash flow for good with one of these fast-paced, informative seminars.

 

TWW & Financial Planning

All financial matters, large and small. Make informed financial decisions.

 

Personal Goal Setting

Our Personal Goal Setter application consists of several modules that carry out a variety of tasks that are related to capturing your longer term personal goals and turning them into a project plan to track the progress towards achieving them.

The goals documented in this process are turned into a functioning and usable program with priorities, timelines and resources required to carry them out with you and us monitoring the progress of completion.

 

Personal Financial Planning

Wouldn’t it be nice if your personal financial future were set? If all the pieces just fell into place and required no effort on your part? We may not be able to completely remove you from the process, but we’ll do our best to make everything as painless as possible. We’ll first provide you with an accurate picture of your financial situation, so you can make decisions that will benefit you most. Decisions that will enable you to obtain your financial goals, enjoy your business and still have life outside of the office. It’s everything you’d expect from an accounting firm that looks at the bigger picture to help you with.

Like most people, when you start thinking about improving your financial situation, you probably think, “I have a good salary, I pay my bills on time, I do my taxes, I have insurance– I’m handling my finances pretty well– spending time and money on financial planning isn’t worth it for me.” In fact, time spent developing and implementing a well-researched and sound financial and estate plan can mean the difference between doing just pretty well for now and doing extremely well for the long-term– yielding:

  • More money for you and your family
  • Better preparation and flexibility for life changes
  • Increased protection against mistakes and unexpected circumstances

This is where Thaney & Associates CPAs, P.C. financial and estate planning experts can help. Providing peace of mind by ensuring your best odds of permanent wealth and comfort. The Thaney Associates CPAs, P.C. approach to financial success is the result of a multi-step planning process:

  • Set achievable financial and personal goals
  • Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
  • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
  • Put your plan into action and monitor its progress
  • Revise your plan to accommodate changing goals, changing personal circumstances, changing financial opportunities and changing market and tax laws

It’s a planning process that requires skill, knowledge, diligence, and discipline. Skill, knowledge, diligence, and discipline you might not have, but Thaney experts do. And, with a little help from you, together we can help you reap great rewards that will make the end result well worth your time and effort. View the Financial Planning FAQs.

Wouldn’t it be nice if your financial future were set and all of the pieces just fell into place and required no effort on your part? The first first step in that direction is to choose the right financial planner. A planner with the insight and knowledge to help you define the best plan possible. That’s where the estate and financial planning experts at Thaney & Associates can help.

Financial Planning by leveraging our experience to help you find the right advisor, we may not be able to completely remove you from the process, but we’ll do the best that we can to make it as painless as possible. It starts with giving you an accurate picture of your financial situation. With this picture, you will be able to make decisions that benefit you most, so that you can obtain your financial goals.

Plan on not working forever. Personal financial planning involves several steps, each one key to ensure that the plan succeeds. It starts with evaluating your current situation, then setting goals, developing the best possible plan and then implementing and monitoring that plan.

In evaluating your current situation, you are determining your net worth. Use the chart at right to determine how much you are worth. If it’s less than you may have thought, we’ll look first at your spending habits, then help you formulate a budget that works for you and allows you to stay on top of your finances so that you can set attainable goals for yourself.

When setting goals, we know that everyone wants to be successful and to be financially secure. We will help you set short- and long-range goals to help you reach your dreams.

  • Do you want to have an emergency fund?
  • Do you want to start planning your retirement?
  • Are you planning for a child’s education?
  • Will you be buying a home or starting a business?

No matter what your goals, Thaney & Associates financial planning experts can help you create a strategy that will put you on a course that will best help you realize your dreams.

 

Estate Planning

Do you need an estate plan? The short answer is yes. If you own property, whether it’s a house, car, jewelry, or collectible, have bank accounts, investments or a retirement plan account, you need to direct how and to whom your property will be distributed after your death. And even if you already have an estate plan, you may be surprised to learn that it is out of date. Changes in your family– the birth of a child or grandchild, death of a spouse or close relative or friend, marriages or divorces in your family all necessitate revisiting your estate plan.

Moving to another state, buying or selling a business and of course, retiring, are reasons to revise your estate plan, too. Last but not least, tax laws may have changed unbeknownst to you. All the reasons you need to have us create the best plan to preserve your family’s wealth.

Anyone who owns property, whether a home, a car, a bank account, investments, business interests, a retirement plan account, collectibles, personal belongings, whatever, needs an estate plan. An estate plan allows you to direct how and to whom your property will be distributed after you are gone.

If you have no estate plan at all, your property could be distributed according to your state’s intestacy laws without regard to family needs or your desires.

The best plan starts with us. Estate planning is an ongoing process. If you’re young and single, an estate plan may consist of nothing more than a will. If you’re a couple just starting out, you might have wills and own a modest home and have joint bank accounts. Add children, and naming a guardian and arranging to provide for them and your spouse in case of unexpected death or incapacity become greater concerns. And, once you start to realize your financial goals, asset preservation and tax avoidance become key.

Although the Economic Growth and Tax Relief Reconciliation Act of 2001 phases out the estate tax, with full repeal by 2010, your estate could still be subject to estate tax after you are gone. And, the repeal of the estate tax may only be in effect for a single year, as the law’s changes will expire after 2010 unless Congress takes further action. So tax planning remains an extremely important part of estate planning.

Effective estate planning requires several steps, beginning with an evaluation of your current situation, followed by setting goals, developing the best possible plan and then implementing and monitoring that plan. Most people underestimate their estates. Use the chart below to estimate your gross estate value.

No matter what stage of life you find yourself in, the financial planning experts at Thaney & Associates CPAs, P.C. can help you create a strategy that will protect all you’ve built, or will build, to ensure that your family’s future is assured long after you are gone.

 

Personal Services

Wouldn’t it be nice to have someone tell you what the right decision would be? At Thaney & Associates, it really is that easy! Our personal services are tailored exactly to your unique circumstance. We look at the big picture and set individual goals that are reachable for you and your business. We not only work with you as you prepare for your future to be successful, but also can help guide you for life decisions you may not even thought about yet.

With our personal services, we have many possibilities to fit any one of our clients. It’s a planning process mixed with skill, knowledge, diligence, and discipline. You may not know or have the most skill, knowledge, diligence, and discipline starting out, but the Thaney experts do. Together we can help you reap great rewards that will make the end result well worth your time and effort.

So whether you’re looking to buy a new home, sell your current home, have questions about legal issues, are interested in making a will, want to make a smart financial investment/decision, or simply need help with your work/life balance, let us guide you in the right direction. With 30+ years of experience, Thaney & Associates are the accountants you can count on, and most of all trust.

Check out the following Personal Services we have to offer at both our New York and Florida offices. Let us guide you in the right direction for your future!

 

Virtual Bookkeeping

You may be uncomfortable with contracting a bookkeeping service– maybe there are times you need to write checks immediately or see invoices that don’t make sense. With Thaney & Associates, these fears are alleviated. Our technology allows you to continue doing all of these things! The idea is to make bookkeeping an invisible task that takes none of your time, yet you still retain 100% control of your business and your life.

How does it work? Through Thaney & Associates bookkeeping department, Supporting Strategies will visit your company to determine how your business is operating. If an unskilled bookkeeper has set up your accounting software, the resulting reports are not meaningful in determining where your profit centers lie. Our CPAs will review your account classifications and accounting procedures to determine if you are using your accounting software to its fullest potential. Then we’ll set up a process that will gather the necessary financial information. Invoices will be faxed or emailed to our office with any adjustments or payment comments you wish to make. The faxes are converted to electronic files and entered into your accounting software. When you’re comfortable, all invoices can then be sent directly to our office, thereby freeing up time for you and your staff.

In the end, you’ll have access to all your accounting data, in real time, from anywhere in the world. Through a totally secure web-based link that uses the same data safeguards as an ATM!

Our goal is to make bookkeeping an invisible task that takes none of your time. We:

  • Cut bookkeeping costs $10,000 to $20,000 per year.
  • Have real numbers every day at 5 PM.
  • No more hiring or managing the position.
  • 100% control of all money – only you can write checks.

How we do it:

  • A degreed bookkeeper reviews your books.
  • Source documents are faxed, scanned or sent directly to the bookkeeper.
  • RDP is used to access software from your office or from our office.
  • Data entry clerks do the basic entries.
  • Cell phones or credit cards are used to track miscellaneous expenses.
  • Online banking is used to improve cash management.

Services you will receive.

Our Bookkeepers give you real numbers at 5:00 PM every day without the problems of hiring and managing personnel.

  • File bookkeeping data
  • Input payables
  • Set bills for payment
  • Print and mail invoices
  • Payroll services
  • Answer accounting questions
  • Record deposits
  • Post accounts receivable
  • Reconcile checks
  • Handle government paperwork
  • Run sales reports
  • Analyze cash flow

Build a Well Run Business & Save Money!

Helping you build a well-run business:

  • 50 years ago a well-run business had a switchboard operator.
  • 40 years ago a well-run business had an elevator operator.
  • 30 years ago a well-run business had a janitor.
  • 20 years ago a well-run business had a typing pool.
  • 10 years ago a well-run business had a telephone receptionist.
  • 3 years ago a well-run business had a computer tech at hand.

Now technology allows you to remove the bookkeeping function and save $10,000 or more per year with better results!.

You make the calculation, then we will provide the quote.

Use Real Numbers to Better Manage Your Business.

Real Numbers that will help you manage your business better everyday.

Introducing the 5 at 5:00 PM

Every business owner should take 5 minutes at the end of the day and see exactly where their business is. Are you focusing on your profits? Where is your money? By looking at these 5 critical numbers from home, office, or a hotel room 1,000 miles away, you are keeping on top of your business. With ASP (application service technology) you can see your bookkeeping data (we call it the score card) from any location.

“Each day at 5:00 PM I log on to my accounting software and review these 5 numbers. They give me an exact picture of how I’m doing.”

What are the critical numbers that will help you manage your business?

Your critical numbers may be different, but here is an example of what can be checked daily:

  • Cash on hand;
  • Sales for that day and month to date;
  • Accounts payable for the next 7 and 30 days;
  • Accounts receivable for the next 7 days;
  • Profits for today and month to date.

 

Quickbooks Hosting

Imagine, not having to purchase software, upgrades, 24/7 access from anywhere with internet access, always having a backup, not having to pay for disaster recovery, not having to get your files to or from your accountant.

What is Hosting?

It’s:

  • SECURITY! Computer crash, power outage, hurricane; your data is always safely and securely backed up on our offsite server!
  • SAFE! Stored on our secure server, you never have to worry about anyone outside your company viewing your data.
  • CONVENIENT! If you have internet, you have access, 24/7!
  • GUARANTEED! Every fifteen minutes we will have all your data backed up on a secure server.
  • Efficient! You no longer have to wait for your books to be returned from your accountant, they have access the same time you do!
  • FREE! That’s right, you will be upgraded at no charge every time QuickBooks® and Peachtree come out with an update!
  • RELIEF! Have you ever made an error that you can’t fix? No problem! One call and we can reset our server in fifteen minute intervals to remove recently recorded transactions.
  • CONNECTED! Have a question for one of our accountants? They can view the program at the same time WITH you!
  • EASY! You never have to run a back up again, we perform it every fifteen minutes!
  • MONEY SAVINGS! A steal at $55*/month, per user!

* Not a Thaney & Associates, CPAs, P.C. client? No Problem! Your fee is $65/month, per user. Need Enterprise Edition? Call for pricing.

 

Payroll

Many businesses can’t afford, or don’t really need, a full time payroll and Human Resources position but they do need to pay their employees! That’s where we come in. Thaney & Associates, CPAs, P.C. can organize your weekly, bi-weekly or monthly payroll with live or direct deposit checks, make sure that the proper taxes are taken out of employees wages, that shareholder’s insurance is recorded on W-2s, coordinate the withdrawal of state and federal taxes, file the quarterly tax returns, and provide and file yearly W-2s on your behalf.

 

Merchant Services

As QuickBooks Professional Advisors, we are committed to making sure all QuickBooks users are getting the most from their systems. Along those lines, it has come to our attention that many QuickBooks users with merchant account processing may be overpaying fees, spending unnecessary time reconciling monthly merchant statements and having undue exposure due to a lack of compliance with PCI standards.

Along those lines, we have made arrangements with Innovative Merchant Systems, an Intuit affiliate company, to provide a free audit of your monthly merchant account statement to review these key areas and provide a brief report of their findings.

What you do with the information in this report is completely up to you, but at the very least you will be aware of ways in which you might be able to save money, time, and reduce exposure.

As a next step, please fax a copy of your latest monthly merchant account statement directly to us at 888-218-6716. If there are seasonal variations in your business, please send statements representing the highs and lows. If you prefer, you may scan and email the statements to info@thaneycpa.com.

 

CFO for the Day

Your business is growing, and you need more financial leadership than just a bookkeeper can provide. The only problem is, you can’t justify the cost of a full-time chief financial officer yet. We have the solution– a Thaney & Associates CPAs, P.C. CFO for the Day. Depending on your need, one of our CPAs will come to your office one day each week, month, or quarter to provide the short- and long-range vision, global perspective and focused insight better financial decisions are based on.

Imagine having the exact status of your business at your fingertips, 24/7. From anywhere in the world.

Imagine. From anywhere in the world, you can know exactly how your business is doing 24 hours a day, 7 days a week. Our most important goal is to provide accurate financial data to your desktop every day by 5:00 PM. We will help you determine which five critical numbers you should check on daily. What you can measure, you can manage, and what you can manage, you can improve. You can look forward to a better picture of your business.

Even if you can’t afford a full-time CFO, you can’t afford not to have a CFO for the Day.

Effective financial leadership begins by coordinating your accounting procedures. First, we will help clean up your chart of accounts and review proper transaction classifications.We’ll then establish monthly checklists and standard journal entries to organize your financial information. And finally we’ll develop a procedures manual to systematize your processes and create efficient workflows.

Once this foundation is in place, we will help focus the vision for your business. Our monthly or quarterly financial evaluations will delve into all facets of your business– analyticals, trends, ratios– to help put you on the best financial path.

Of course we are concerned with the here and now as well. Our in-depth knowledge of your business and how it works will be instrumental in helping us create a tax plan built around the best tax saving strategies for you.

Finally, because you are only as good as your software allows you to be, we will analyze your computer systems, both software and hardware, and make recommendations for improving your entire computerized accounting system. We will put our extensive knowledge of the latest technologies for improved office efficiencies to work for you! So make our highly skilled, insightful advisors your key to financial success. Make us your CFO for the Day.

 

Back Office Outsourcing

Thaney & Associates, CPA deliver a variety of support services. We are pioneers in the evolution of back office outsourcing. Our specialization in back office tasks provide a vital ratio that allow small business operations to compete with business larger in scale. Our team will partner with you to implement best accounting practices and the development of policies. We can help guide your staff to a more focus driven workflow creating efficiencies in core business areas. We go the extra mile, to ensure our clients get the best reliable and dependable service.

Let us partner with you on your process improvement projects to execute the most efficient organizational plan. Our back office services support payroll, bookkeeping, and accounting technology implementation. Our knowledgeable team is here to help you and your business.

At Thaney & Associates, CPA, we apply a comprehensive strategy covering multiple areas to make you and/or your business thrive financially and meet strategic goals.

Explore and get to know some of our Back Office Outsourcing programs.

 

New Business Venture Planning

So you’re thinking that you’ve discovered a can’t-miss business opportunity. Well, did you know that you have better odds for success at the tables in Vegas than you do in starting a successful business? So now you’re thinking, “What do I do?” Don’t do anything until you call Thaney & Associates CPAs, P.C. for answers. Working with us in the beginning stages of developing your business dramatically increases your odds of long-term success. From creating a business plan, to deciding what type of entity will best suit your needs (S Corporation? C Corporation? LLC?), to finding the right people to help you with financing, payroll services, etc. Thaney & Associates CPAs, P.C. accountants are experienced in helping you get your new business up and running, and moving in the direction that you have envisioned.

 

Mergers & Acquisitions

For most business owners, the sale or other transition of their business is the single most important, and perhaps the largest, financial event that occurs in their lifetime. Unfortunately, most owners don’t have an exit strategy for their business. And selling at the wrong time or without the right information can substantially lower the market value of the business. Whether your motivation for undertaking the merger or acquisition process is based on your desire to retire or succession concerns, the diversification of your assets, your desire to expand your capital, or the need for larger markets, Thaney & Associates CPAs, P.C. has the game plan for your organization.

We can assist you in all areas of stock or asset sales, mergers, or acquisitions. Our highly experienced merger & acquisition specialists provide insight and strategies on such matters as:

  • When is the right time to sell?
  • Should all or part of the business be sold?
  • Is the company ready for sale, or should the focus be on building value for a future sale?

Our merger/acquisition experts make a complex process simpler for you.

A merger or acquisition can be an exciting time. The sale or other transition of your business may be the single most important, and perhaps the largest, financial event in your life. Unfortunately, like most business owners, you probably don’t have an exit strategy. And selling at the wrong time, or without the right information, can substantially lower the market value of your business.

Whether you’re motivated by a desire to retire, by succession concerns, the diversification of your assets, a desire to expand your capital, or the need for larger markets, we’ll design the right game plan for you. We understand these complex motivations and the unique set of challenges each business sale or merger presents. There is no precise formula for timing the sale to maximize shareholder value. Although every business has assets, some are more immediately obvious than others. Reasons for selling or merging are not always clear. We make it our business to fully understand you, your culture, performance, market segment and potential. With our detailed knowledge of the process, we take everything into account to position you to bring the highest value for your business.

You may not be qualified to judge what your business is worth, but our business valuation experts are. There are many reasons to evaluate the worth of your business. You may be looking into selling or arranging a buy-sell agreement. Or maybe you want to reduce the risk of audits and penalties on your estate or save your heirs from tax liabilities. You might even be trying to expand your business, and securing a loan is easier if you know its true market value. Whatever the reason for the valuation, Thaney & Associates CPAs, P.C. has the professional expertise you need to determine the most beneficial possible value for your business.

The 4-step Thaney & Associates CPAs, P.C. buy-sell valuation process begins with restating your financial statements, followed by a management structure review, evaluation of process systemization and finally, a review of your team composition and potential for profitability improvement.

What if you’re selling a business? It can take a very long time to sell a business, sometimes years. We can put you in contact with a qualified buyer, to expedite the entire process for you.

Whether you’re looking to buy or sell, you’ll find Thaney & Associates CPAs, P.C. business brokering services will simplify the whole process. We exercise due diligence on both sides, making the information-collection process much quicker. We have access to the materials you’ll need as either a buyer or seller. And using our network, we will be able to facilitate meetings between potential buyers and sellers simply and seamlessly.

 

Management Consulting

Every organization has challenges. The challenges are usually symptoms of deeper issues. The key to finding the solution is to identify the deeper issue. The amazing thing is that you already possess the knowledge and information that is needed to define the problem, and therefore, resolve it. However, it is difficult for you to do this because you are at ground level with the problem– you need help from someone with a different point of view, someone who can see your operation from 10,000 feet above. That is where we come in.

We have made a surprising discovery, which is that all businesses– no matter the size, industry, or location– face similar problems. They are typically organizational, strategic or operational. But we don’t stop there, because simply understanding a problem does not solve the problem. We take it a step further, and using a proven scientific method, we will cultivate alternative solutions, then evaluate and select the best one for you. From there we will implement the solution, and monitor and adjust as needed.

 

Business Valuations

A valuation requires professional expertise and judgment. There are many reasons to evaluate the worth of your business–you may be looking into selling; you may want to reduce the risk of audits and penalties on your estate or save your heirs from tax liabilities; you might even be trying to expand your business, and securing a loan is easier if you know its true market value. Whatever the reason for the valuation, Thaney & Associates CPAs, P.C. has the experience you need to determine the most beneficial value possible for your business.

 

Business Financial Planning

Helping you work ON your business not IN it is our goal when we help you plan for your business. After all, why did you go into business in the first place? Independence? More money? A better lifestyle with more free time? Greater challenge? Or a more secure future for your family? However the reality has become long hours, stress, greater risks, more responsibilities and less time with your family.

A Thaney & Associates CPAs, P.C. business plan can help you get your business on the right track so you can enjoy the freedom you deserve. And have the opportunity to grow your business rather than just maintain it.

Like most people, when you start thinking about improving your financial situation, you probably think, “I have a good salary, I pay my bills on time, I do my taxes, I have insurance– I’m handling my finances pretty well– spending time and money on financial planning isn’t worth it for me.” In fact, time spent developing and implementing a well-researched and sound financial and estate plan can mean the difference between doing just pretty well for now and doing extremely well for the long-term– yielding:

  • More money for you and your family
  • Better preparation and flexibility for life changes
  • Increased protection against mistakes and unexpected circumstances

This is where Thaney & Associates CPAs, P.C. financial and estate planning experts can help. Providing peace of mind by ensuring your best odds of permanent wealth and comfort. The Thaney & Associates CPAs, P.C. approach to financial success is the result of a multi-step planning process:

  • Set achievable financial and personal goals
  • Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
  • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
  • Put your plan into action and monitor its progress
  • Revise your plan to accommodate changing: goals, personal circumstances, financial opportunities market and tax laws

It’s a planning process that requires skill, knowledge, diligence, and discipline. Tools you might not have, but Thaney & Associates CPAs, P.C. experts do. And, with a little help from you, together we can help you reap great rewards that will make the end result well worth your time and effort. View the Financial Planning FAQs.

Wouldn’t it be nice if your financial future were set and all of the pieces just fell into place and required no effort on your part? The first step in that direction is to choose the right financial planner. A planner with the insight and knowledge to help you define the best plan possible. That’s where the estate and financial planning experts at Thaney & Associates CPAs, P.C. can help.

Financial planning by leveraging our experience to help you find the right advisor, we may not be able to completely remove you from the process, but we’ll do the best that we can to make it as painless as possible. It starts with giving you an accurate picture of your financial situation. With this picture, you will be able to make decisions that benefit you most, so that you can obtain your financial goals.

Plan on not working forever,
personal financial planning involves several steps, each one key to ensure that the plan succeeds. It starts with evaluating your current situation, then setting goals, developing the best possible plan and then implementing and monitoring that plan.

In evaluating your current situation, you are determining your net worth. If it’s less than you may have thought, we’ll look first at your spending habits, then help you formulate a budget that works for you and allows you to stay on top of your finances so that you can set attainable goals for yourself.

  • Do you want to have an emergency fund?
  • Do you want to start planning your retirement?
  • Are you planning for a child’s education?
  • Will you be buying a home or starting a business?

No matter what your goals, Thaney & Associates CPAs, P.C. financial planning experts can help you create a strategy that will put you on a course that will best help you realize your dreams.

 

Business Goal Setting

Our Business Goal Setter application consists of several modules that carry out a variety of tasks that are related to capturing your longer term business and personal goals and turning them into a project plan to track the progress towards achieving them. The goals documented in this process are turned into a functioning and usable program with priorities, timelines and resources required to carry them out with you and us monitoring the progress of completion.

 

Business Development

Do you dream about a successful, profitable business that is personally rewarding and delivers the lifestyle you desire? The Thaney & Associates CPAs, P.C. team knows that it is absolutely essential for you as a business owner to have a vision for your organization. We have the tools necessary to help your vision become a reality– the investment of energy, the accumulation of knowledge and the power of thought to help you succeed.

In the business world, there’s just so much to know. And years of experience later, you still probably haven’t learned it all. Yet in today’s tougher business environment, a few poor decisions can cost you a lot. Conversely, a few smart, well-informed decisions can anchor your business, fuel growth and put you in position for long-term success.

It’s a sad fact, but more than 75% of all businesses fail in the first five years. And of those that actually succeed, most never reach their full potential. You could actually have better odds of success in Vegas than in your own business! Don’t gamble with your business. Let us help dramatically increase your odds of success.

To succeed today, you need more than just your typical accountant. You need an accountant who actively works with you to make your business more valuable.

Planning for business success takes a lot more than simply thinking strategically about the future of your business. Compare it to the way a skipper and navigator prepare for a competitive ocean race– where your course is charted from start to finish long before the race begins.

In planning for the race, your course takes into consideration a variety of environmental factors, like wind and weather, the talent of the crew, the capability of the vessel and the caliber of the competition. In the race itself, the course charted will change as the conditions themselves change– from shifting winds to sudden storms, from obstacles that cross your path to moves made by competitors.

At Thaney & Associates CPAs, P.C., we’ll act as your experienced “navigator” and help you plot a steady, constant course for your business’ success. Today, and well into the future.

We won’t just crunch the numbers. We’ll help you build a stronger business.

Using our experience, our knowledge of the tools that work for successful small- and medium-sized businesses and our membership in an international alliance of consulting accountants, we will help you develop a winning business strategy. You will establish a sustainable competitive advantage and build a business that works for you. We’ll teach you how to work ON your business rather than IN it, working tirelessly to:

  • Identify opportunities for business growth and improvement rather than just looking at your historical figures.
  • Provide ideas on how to make those opportunities work.
  • Help you identify your vision for the future of your business, your goals and the steps to get you there.
  • Create a regularly updated action plan to achieve those goals.
  • Show you how to better involve and build your team so they treat their work as much more than a job.
  • Offer dynamic customer service training for your team.
  • Assist in converting more sales over the phone or face to face.
  • Provide feedback and new ideas on your marketing and advertising to generate a much better return on your investment.
  • Help you address management and human resources issues.
  • Build key performance indicators for your business to make it run like clockwork.
  • Proactively monitor your progress on a monthly basis so you could adjust quickly to maximize profits.
  • Help you establish systems that allow you to take the pulse of your business, better control your activities and know exactly where you stand at all times.
  • Help you find ways to realize a better quality of life.
  • Work to constantly increase your financial rewards.
  • Institute strategies for the future– to make your business a more valuable AND reliable asset by sale or succession.
 

Business Brokering

If you are looking to buy or sell a business, use our networking capabilities to make the search easier. Don’t spend too much time and money trying to do it yourself– we have the resources and knowledge to help you find a great deal. We have the tools & knowledge to assist you through the entire process of either selling the business that you’ve painstakingly put your life’s work in or acquiring a business. How do you know if the business is priced correctly, is there a future in the industry, how do I finance the project? We’ve helped hundreds through these questions & make concerns for the last forty years – let us help you.

If you are considering selling your business, the Thaney team knows what buyers look for, and how to highlight what in your business is most attractive to them. Because a valuation is all about timing, we’ll evaluate a variety of timing-related factors. What is the competitive landscape? How attractive is the industry, what is the growth potential? Are there any economic or regulatory threats? We will research the industry and your business– not only to determine the strengths and strategic value, but also to pinpoint the areas for improvement that will maximize the selling price.

So you’ve decided you want to look for a business to buy. But you’ve got questions. Like how to go about finding a solid business that’s right for you? When you find a business you’re interested in, how do you determine what it’s really worth? We can help identify your best opportunities and provide all the information you need to make the best possible decision.

Whether you’re looking to buy or sell, you’ll find Thaney & Associates CPAs, P.C. business brokering services will simplify the whole process. We exercise due diligence on both sides, making the information-collection process much quicker. We have access to the materials you’ll need as either a buyer or seller. And using our network, we will be able to facilitate meetings between potential buyers and sellers simply and seamlessly.

 

Business Solutions

Is your business in peak financial health? We exercise diligence in keeping your books in shape and your costs lean. Whether you have a brand new business or one that has had the longevity and institutional presence of Thaney & Associates, CPA, we are here to guide you and your business towards the best decisions and solutions. Our team is knowledgeable in what is essential for a business owner to have in order, to be successful. With our tools and expertise, we can make your business dreams a reality.

Our employees have the training and experience needed to provide accurate findings in many situations, including brokering sales or purchases agreements, restructuring, estate planning and taxation, and stock options and shareholder concerns. From New York to Florida, our team is a part of a diverse mix of community and business organizations.

To succeed today, you need more than just your typical accountant. You need an accountant who is in active partnership with you to make your business more valuable.

Our financial advisory services deliver the targeted objective advice you need to examine your options, opportunities and any foreseeable exposure. Whether you require support with leadership training, assistance with evaluation and judgement, mergers and acquisitions, or a lesson with QuickBooks programming, let the Thaney & Associates, CPA team be your partner in choosing the best direction for you and your business.

 

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, our tax accountants 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.

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.

 

Forensic Accounting & Internal Controls

If you are trying to lighten up your internal controls, you can turn to Thaney & Associates 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.

 

Accounting & Auditing

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.

 

Tax & Accounting

Our tax professionals help you to achieve better confidence and control over tax accounting subject matters. As CPA’s, we understand the complexity of taxes and can assist in customizing tax services to meet the specific needs of your tax circumstance. We are devoted to understanding your goals and the unique personal, financial and business requirements that characterize those goals. Through our collaborative, yet protective approach, we streamline solutions that address the comprehensive landscape of tax scenarios.

We understand how important each client is through the relationships we build with them. Through this, we can better understand their wants while exceeding their needs, making their service a positive experience. Think of us as your partners in tax.

Take a look at our tax and accounting services that we have to offer:

While some may be typical among any accountant, others are unique just to us at Thaney & Associates. Since 1980, we have provided top notch service to an extremely diverse base of clients with the widest possible range of financial services. From our New York offices down to Florida, our forward thinking process can provide you with the more thorough tax and accounting service.

 

Services

At Thaney & Associates CPAs, P.C., we routinely provide our extremely diverse base of clients with the widest possible range of financial services such as business goal setting and business development. But the way we provide those services is anything but routine. We pride ourselves on our ability to quickly understand their unique situation and supply a tailored package of high-quality, personal services that will best serve their individual needs. Please click on one of the links to the left or below to navigate through the many services we offer.

Tax & Accounting

Business Solutions

Office Managed Services

Personal Services