Services
Accounting and Auditing
Glickstein Laval Carris has a true understanding of the competitive world small businesses face. We are equipped to help the small business owner obtain prompt information about his or her business so that they may manage it more effectively.
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• Audits • Review and compilation of financial statements • Monthly and quarterly reporting • Organizing and analyzing operating results |
Auditing is the most sophisticated level of service that accountants can render. Certified Public Accountants are the only professionals permitted by state law to perform these services. Audits are mandated by governmental agencies for businesses in certain industries; other reasons for audited statements include provisions in bonding, franchise and stockholder agreements.
At Glickstein Laval Carris, our dedicated professionals possess a wide variety of expertise and competence in many industries. We have gained extensive experience in auditing closely held companies, condominium and homeowner associations, not-for-profit organizations, mortgage companies and local governments. We have undergone a quality review by an independent certified public accountant to meet the standards of the American and Florida Institutes of Certified Public Accountants.
These services are rendered with care and concern using the philosophy of Personal Partner Service.
Tax Services
We are committed to providing our clients with clear, beneficial, and thorough tax advice. Our staff is knowledgeable in the latest changes in tax law to help you take every advantage possible while keeping you in compliance. For research and preparation we use major tax library services, and the latest state-of-the-art computer software, to plan and calculate the lowest taxes, and to help you make the wisest business decisions.
| As tax advisors, Glickstein Laval Carris can provide: |
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• Tax consultation and compliance • Personal tax planning • Business tax advice • Representation before tax authorities • Tax planning and research • Foreign taxation services • Litigation support • Business valuations • Business damages assessments • Corporate dissolutions • Pension and profit-sharing preparation and planning |
Management Consulting
Management consulting is not a sideline at Glickstein Laval Carris, but a daily commitment to our clients. It is the cornerstone of Personal Partner Service.
We maintain complete availability for all types of management consulting opportunities, including the consideration of business plans, goals and objectives, policies and procedures, purchase or sale of a business, lease/purchase of fixed assets, computer consulting, cash flow analysis, employee screening or any other decisions required to be made by the business owner on a daily basis.
Estate Planning
No estate is too small for proper planning and we're not too big for personal services. The CPA is an important advisor and is a member of a team of professionals that includes attorneys, trust officers, investment advisors and chartered life underwriters. Glickstein Laval Carris can develop a strategy to conserve, increase, and ultimately assure that your estate planning goals are met. The result: minimal taxes and larger portion of your estate passing to heirs.
| The firm provides tax planning services in the areas of: |
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• Wills • Marital deduction provisions • Joint ownership of property • Gift tax planning • Trusts • Advice on ownership of life insurance policies • Planning to provide liquid assets to pay estate taxes |
Sound and organized financial estate planning can help you preserve the financial security you have worked throughout your life to achieve.
Effective tax planning is essential.
Homeowner and Condominium Associations
The growth of homeowner and condominium associations in the Central Florida area has been unprecedented. Glickstein Laval Carris provides annual compilations, reviews, and audit reports to meet State of Florida and association document requirements.
Glickstein Laval Carris has been active in this industry for many years. Our involvement has included financial statement and tax return preparation as well as hands-on contact with property managers and boards of directors. We have constantly upgraded the reporting to reflect the continuing changes brought about by the dynamics of this business segment.
Divorce Financial Analysis and Litigation Support
When a couple decides to divorce, it is very important that they consider the financial realities of divorce before their settlements are finalized. While a proposed settlement may sound fair or appear equitable in the short term, it is often the case that over time one or both parties find themselves financially devastated.
Our staff is specially trained and certified to work closely with you and/or your attorney to provide financial information and strategies that will help facilitate a fair and equitable settlement. The financial impact of a divorce settlement can last a lifetime, and we can help you avoid the many financial pitfalls commonly found in divorce settlements.
| Our staff is trained to handle your divorce-related financial issues with compassion and respect in providing the following services: |
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• Preparation of asset division scenarios and settlement alternatives with projected net worth and cash flow analyses • Preparation of lifestyle and spending analyses to assist in the completion of the Family Law Financial Affidavit • Review of proposed child support and alimony payment schedules to avoid taxable recapture • Identification of marital verses nonmaritial or premarital property • Confirmation of asset and liability balances • Calculation of the present value of assets, lump sum payments, or future streams of income • Assistance in splitting retirement assets and pensions and review of QDRO's • Identification of hidden assets and unreported income • Identification of tax problems and solutions • Providing expert testimony |
Whether your divorce is litigated or mediated, we can help you save time and money.