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Accounting Services

Rizzi, Schwarz & Taraskas LLP provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:

Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We help guide you through initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include general ledger and financial statement preparation, bookkeeping (monthly, quarterly, or annual), accounting system setup and support, payroll returns, budgeting and forecasting, personal financial statements, employee benefit and profit-sharing plans, corporate tax planning and return preparation and auditing.

Auditing Services
We support various types of audits, including operational, compliance, financial, and investigative.

Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

Financial Projections & Forecasts
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Financial Planning
A properly structured financial plan enables you to face financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Member: American Institute of CPAs & New York State Society of CPAs.

65 North Ocean Avenue • Patchogue • NY 11772 • 631- 475-5445