Zoia & Associates offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by receiving personalized, quality service that is beyond comparison. Below is a list of services that we offer to our clients; but remember this list is by no means all-inclusive. Please feel free to inquire about other services with which our passionate professionals at Zoia & Associates would be happy to assist you. Should your requirements go beyond the scope of our expertise, we will be happy to refer you to other qualified professionals with whom we work on a daily basis.
Accounting Services
Whether you are planning a start-up or have an established business we can assist you with the setting up and handling of your accounting procedures. Accounting is a challenging subject and if your books are not set up correctly, it can impact your bottom line. As owner or manager of your company you will be dealing with a multitude of tasks. Let us, as professional accountants, help take some of the burden off your shoulders so that you can focus on what you do best for the company.
Bookkeeping/Write-Up
Accurate, well-organized financial records ensure that your business operations will run more effectively and more efficiently on a daily basis. They are the foundation of any successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Business Continuation Planning
For many family businesses, business continuation planning is extremely important. By planning in advance, many a dollar can be retained by the business as opposed to being paid to the government. It is our plan to steer you legally through the tax laws so that your company retains more of its hard-earned dollars.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or elimiate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. Financial statements are a necessary and important tool for management when making financial and management decisions. They are also very necessary when you are applying for a loan or when proof of one’s credit-worthiness is required.
New Business Start-up
Choosing the form of entity for your business (e.g. S or C corporation, limited liability company, partnership or sole proprietorship) is a crucial decision that can have long-standing tax implications; positive or negative. We can assist you in evaluating the pros and cons of each type of entity to help you determine the most advantageous form of business for your company. Other things such as selecting a name for your business, registering with the tax authorities, preparing a business plan, or seeking financing are also important and necessary. We can help you make the best decisions with respect to your new business.
Payroll Services
As your business grows, and you begin to hire employees, we can assist you in instituting the controls necessary to ensure reliable, efficient and accurate payroll. Until you get to the point of being able to afford your own payroll administrator, consider allowing us to take care of payroll hassles. You will know that your payroll is in the good hands of a trusted advisor who knows your business. Our high-qualify payroll service is customized for you and your business.
Prior to payday, simply tell us your employee hours. We will calculate all federal, state and local taxes, as well as voluntary deductions such as retirement plan contributions, insurance premiums and child support payments. On payday, checks will be ready to be handed out to your employees. Or, should they prefer, paychecks can be electronically deposited into employee bank accounts using our Direct Deposit service. Tax deposits, too, will be on time and accurate. We will also complete your federal and state payroll filings for you, including quarterlies, year-end and W-2 forms. No longer will you risk having to pay penalties to the IRS for late or inaccurate payments. And remember, your payroll information – employee records, past pay stubs, tax filings and records of tax payments – will be available to you at any time.
If you currently have an in-house bookkeeper/payroll administrator, we will be happy to review your current payroll system, make any necessary improvements, and provide bookkeeping and Quickbooks professional training to make certain that you have the most efficient and reliable system in place.
Quickbooks Support & Training
As we all know, there is a wide variety of bookkeeping software packages available for small businesses and individuals. While our professionals are familiar with many of them, they have found Quickbooks to be extremely reliable and user-friendly, and are fully qualified to train your staff in its use. Whether it requires two or twenty hours of instruction, our professionals will make certain that your staff is properly trained to fully utilize the system.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your retirement years.
Tax Planning & Preparation
Tax planning and preparation are a winning combination for our succesful individual and business clients. Whether you are an individual or a substantial company, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.