Accounting & Auditing Services • Business Start-Up Consultation and Management Advisory Services • Employee Benefit Plan and Labor Union Services • Estate Planning • IRS and State Audit Representation • Not-For-Profit Organization Services • Retirement Planning • Tax Planning and Related Return Preparation for Businesses and Individuals.

  Because of our extensive experience and expertise in accounting, auditing, management advisory services and taxes, we're proud to offer you the following services:

Accounting and Related Professional Services  
Auditing and Related Professional Services 
 
Estate Planning Services 
 
Individual Tax Planning and Return Preparation 
 

ACCOUNTING AND RELATED PROFESSIONAL SERVICES

Having and operating your own business is very difficult. IR&R offers a full range of services that could help relieve you of, among other things, the burden of data entry, bookkeeping and tax compliance issues. We will work closely with you and your trusted employees and professionals to map out sound financial, operational and tax compliance strategies so you could concentrate on doing what you do best, which is growing your business. The professional services we offer include:

  • Bookkeeping services, including data entry, bank reconciliations and other related analysis. These services are performed by utilizing computer and accounting software that results in computerized, integrated books of entry, i.e. general ledger.
  • Payroll and related Federal and State payroll tax forms preparation
  • Preparation of financial statements.
  • Preparation of related business Federal and State income tax returns.
  • Representation before the Internal Revenue Service, New York City and State Agencies for all types of tax audits, i.e. sales, business and individual income tax.
  • Where needed, introducing you to our network of outside professionals, who may be able to assist you with other needs you may have, such as banking, actuarial services and real estate transactions. (Back to Top)

AUDITING AND RELATED PROFESSIONAL SERVICES

The current list of 115 auditing standards generally accepted in the United States of America represents a maze of complex requirements that must be followed when your organization needs an audit of its financial statements. IR&R has extensive experience in auditing financial statements and in dealing with other requirements that inevitably need to be dealt with that relate to, among other things, tax and regulatory compliance.

The following, details from our client base, the types of organizations who require these services, while briefly elaborating on our expertise:

  • Employee Benefit Plans and Labor Unions

IR&R has extensive experience in auditing multi-employer and single employer employee benefit plans that must comply with ERISA and their related labor unions, and are extremely familiar with government plans which need to comply with, among other things, government accounting principles and auditing standards and the requirements of the Office of the Comptroller of the City of New York Directive 12 filings. Our experience also extends to the preparation of the related tax returns, i.e., Federal Forms 990 and 5500 and LM-2 Forms.

     •  Other Not-For-Profit Organizations

IR&R has extensive experience in addressing the needs of all not-for-profit organizations, including auditing, tax and regulatory compliance requirements, including OMB A-133 reporting. Our professionals are up to date on the most recent accounting, audit, tax and regulatory compliance requirements. We make sure to guide you and your staff through the intricate audit process that starts with our detailed, extensive planning meetings, progresses through the audit fieldwork and culminates with audited financial statements that are prepared and explained in great detail. We then make sure to advise you on the status of your related tax and regulatory compliance requirements. For those tax returns or regulatory compliance forms that we have been retained to prepare for you, before they are issued for your signatures, we will discuss them in depth so that you have a clear understanding of what they include and any significant issues or questions we have addressed that should be brought to your attention.

As you can see, we offer a complete package of services that effectively eliminate the need for you to look elsewhere. In the event you need additional services, such as banking, actuarial and purchasing or selling real estate, we will assist you by attempting to introduce you to our network of outside professionals.

      •  Profit Organizations

IR&R has extensive experience in addressing the needs of for profit organizations, including companies that deal in the retail, wholesale, real estate and service industries. Our professionals are up to date on the most recent accounting, audit, tax and other compliance requirements, such as certiori reporting requirements for certain real estate holdings. We make sure to guide you and your staff through the intricate audit process that starts with our detailed, extensive planning meetings, progresses through the audit fieldwork and culminates with audited financial statements that are prepared and explained in great detail. We then make sure to advise you on the status of your related tax and other compliance requirements. For those tax returns or forms that we have been retained to prepare for you, before they are issued for your signatures, we will discuss them in depth so that you have a clear understanding of what they include and any significant issues or questions we have addressed that should be brought to your attention.

Where you are attempting to secure initial or additional financing from your banking professionals, we can assist you in explaining to them any questions they may have about your organization that we are familiar with as part of our experience gained from auditing your organizations financial statements or in preparing the related tax returns or other compliance forms.

As you can see, and as mentioned previously in our services section of our web site, we offer a complete package of services that effectively eliminate the need for you to look elsewhere. In the event you need additional services, such as banking, actuarial and purchasing or selling real estate, we will assist you by attempting to introduce you to our network of outside professionals. (Back to Top)

ESTATE PLANNING

It is never too early to start planning for your estate. Unfortunately, too many people put off such planning, and by then it is often too late to mitigate or eliminate a significant tax burden. A well designed estate plan, developed with the assistance of an experienced attorney and insurance consultant, can significantly improve the chances that your intended goals of maximizing the value of your estate and the inheritance received by your heirs will be achieved.

IR&R has extensive experience in estate planning and can guide and assist you and your trusted professionals through this very complicated process. Don’t delay, call today! (Back to Top)

INDIVIDUAL TAX PLANNING AND RETURN PREPARATION

With the ever changing federal, state and city individual income tax regulations, it is always advisable to have a professional, who is extremely knowledgeable with the intricacies of all of the individual income tax laws, properly plan and prepare your annual individual tax returns.

IR&R has extensive experience in preparing all federal, state and city individual income tax returns, but it doesn’t start with the return preparation. Before attempting to prepare your returns, we conduct a thorough review of your overall current tax position, which includes reviewing the last three years of tax filings and the current year’s information. Once we have thoroughly reviewed this information, we discuss with you our thoughts on the previously prepared returns and the potential results of your current years filing requirements. Because we always attempt to meet with you at the most opportune time during the year to allow for adequate time to address all potential tax issues / problems that may exist, we alert you significantly in advance of the filing deadlines so that you can avail yourself of our extensive experience in maximizing your tax deductions, minimizing income taxes due by you and maximizing income tax refunds due to you.

All of our tax returns are prepared using the most up to date computer technology and software and all of our professional staff are well trained and efficient preparers. In addition, our services aren’t just available during the tax season, but are offered throughout the year. If you should be audited by the Internal Revenue Service or any of the State or City agencies, we are uniquely qualified to represent you as the preparer of your tax returns. We can accommodate all of your individual income tax needs and are confident that you will be thoroughly satisfied with our services. (Back to Top)



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Home | Services | Professional Staff | Affiliations | Helpful Links | Location Map | Privacy | Contact Us

Copyright © 2005 2006 Irvings Roth & Rubin PLLC. All Right Reserved.
Questions or comments about the website? Contact the Webmaster.