Services

Accounting Services

No matter what size you are it is imperative that financial and accounting information be accurate and in a form that is useful to business owners. At Vona & Vona LLP we assist our clients in establishing and improving their existing accounting system and records.

We offer accounting and bookkeeping services that accurately summarize the financial data accumulated by our clients. These services typically include the preparation of annual tax books and records, quarterly summaries for estimated tax purposes and the preparation of annual financial statements required by our clients for corporate purposes, lending needs, bank loans, and other contractual arrangements. Our services are tailored to meet the specific business needs of our clients.

Tax Services

Vona & Vona LLP takes a proactive approach to providing tax services for our clients. Reliable and consistent tax compliance with an eye on planning and opportunities is a major part of this approach. Our diversified clientele and wide range of experience allow us to specialize in advising clients on all tax aspects relating to their specific needs.

Tax planning and reliable tax compliance form a winning combination for our individual and business clients. With the ever changing tax laws we assist our clients in adapting to changes and opportunities while maintaining their tax reporting obligations. We provide an array of tax return, planning and audit services in the areas of individual, corporate, partnership and estate and gift tax.

Estate & Gift Tax Planning & Compliance

The field of estate taxes is constantly evolving. By keeping current on new tax laws and legislation we are in an excellent position to identify key planning opportunities that can help both large and small clients. Major issues facing estates today are planning for distributions from retirement plans, closely held business interests and recent trends in valuation, charitable planning and the taxation of trusts. We feel it is imperative to develop an estate plan to reduce estate and gift taxes while maximizing individual wealth. We represent many fiduciaries, including executors and trustees, in a wide array of services that include the preparation of income, estate and trust tax returns. We also represent fiduciaries in preparing judicial and non-judicial accountings for the Surrogate Court.

Consulting & CFO Services

Our diverse client base and years of experience give us a unique set of skills to assist our clients in their operations. We frequently provide our clients with operational consulting, contract management and CFO services. We tailor these services specific to our clients needs and requirements.