Accounting & Auditing
Strong financial controls and timely and accurate reporting are vital to the growth and success of any business. To advise in this area, we first understand and learn your business. We then can work with your existing accounting infrastructure to develop the most useful financial reporting for the business owner’s decision making process or we can function as your internal accounting department and maintain the financial records and related financial reporting. Additionally, we can advise on the selection and implementation of accounting software and help establish the accounting systems and processes. Accurate financial data, thorough analysis, and a hands-on approach from our team help our clients to concentrate on the core aspects of their business.
Our firm offers the traditional financial assurance services including audits, review, compilations and agreed-upon procedures. Our professionals are well versed and kept current on all related GAAP and GAAS regulations in order to provide quality assurance services.
Maximizing profits while minimizing tax burden is a goal of most business entrepreneurs. Proper tax planning is a key component in the overall planning for our clients. While minimizing taxes is always a goal, we ensure it is not at the expense of having our clients meet their tax compliance obligations. Our tax professionals are versed in many areas of taxation and offer services in corporate taxation including federal, state & local taxation; international taxation issues including assistance with transfer pricing documentation reports; partnership taxation and planning; individual and family tax preparation and planning; estate, trust and gift planning; audit representation before taxing authorities.
Estate Planning and Wealth Preservation
Our firm provides a full range of services in the area of estate planning for individulas and family groups. We work with a talented network of attorneys, wealth advisors, pension advisors and insurance brokers to bring together a plan to preserve wealth for the next generation. Government, tax and regulatory environments are constantly changing. Our professionals keep current with new policies and regulations in order to provide sound advice and wealth preservation strategies.
Real estate property management is offered through an affiliated entity, UFVS Management Company. The close association and inter-woven relationship between UFVS and A. Uzzo & Company allows us to guide our clients and property owners through every facet of their real estate investment and ownership process.