Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Vincent M. Marotta & Associates, Ltd. provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

• Investment Consulting
• Financial Planning to Achieve Specific Goals
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting

Third parties who rely on your financial statements often require an audit for assurance. Our detailed audits include:

1. Examination of your company's financial statements' adherence to generally accepted auditing standards
2. Examination of internal controls
3. Complete, substantial testing of the information underlying your financial statements
4. Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles

Vincent M. Marotta & Associates, Ltd.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

The range of needs for valuing businesses continues to widen, and Vincent M. Marotta & Associates, Ltd. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.