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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Among the services we provide are: |
•
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.
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As tax advisors, Glickstein
Laval Carris can provide: |
• 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.
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The firm provides tax planning
services in the areas of: |
• 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. |