Consulting Services
At TEPEDINO & COMPANY CPAs LLC, our seasoned business consultants offer expert guidance throughout every stage of your business lifecycle, from start-up to succession planning. We provide strategic solutions and technical expertise to help your business thrive at every phase.
Consulting Services
At TEPEDINO & COMPANY CPAs LLC, our experienced staff of business consultants is committed to assisting you through every phase of the business life cycle, applying our experience and insight to provide you with meaningful and practical strategies and solutions to address the issues facing your business. From incorporation through business succession planning, we provide the comprehensive advice, insight, and technical expertise you need to help your business achieve success at any stage.
Retirement Planning Services
It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At TEPEDINO & COMPANY CPAs LLC, our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age – TEPEDINO & COMPANY CPAs LLC can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.
Estate Planning Services
You’ve worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserve your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. TEPEDINO & COMPANY CPAs LLC has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.
Incorporation and New Business Analysis
Starting a business is challenging on many levels, from the hard work of establishing yourself in the marketplace to the complexities of managing the paperwork, and it’s easy to become overwhelmed without expert advice. With years of real-world, hands-on business experience behind us, the team of detail-oriented professionals at TEPEDINO & COMPANY CPAs LLC will not only help you to evaluate the advantages and disadvantages of corporations, partnerships, and LLCs, ensuring that you select the right entity for your new business, but can also guide you through formulating a business plan, dealing with any necessary registration, permitting, or licensing processes, managing compliance with local, state, and federal laws, and can even provide a market evaluation to allow you to position your new business as advantageously as possible in the marketplace, or a business valuation, if you are considering the purchase of an existing business.
Employee Benefit Plans
The employee benefit plan landscape has changed dramatically over the last few years, and our staff of specialists is committed to helping you navigate these changes. We can review your existing plans for ERISA and tax compliance, and we can help you to understand your workforce, your objectives, and the advantages and deficiencies of your current employee benefit plan, analyze the marketplace with your specific requirements in mind, and uncover the best fit for your objectives and employees. At TEPEDINO & COMPANY CPAs LLC, we strive to provide creative, comprehensive employee benefit plans and can help you weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance, and health insurance plans.
Business Purchase or Sale Analysis
If you are thinking about buying a business, the team of experts here at TEPEDINO & COMPANY CPAs LLC has the hands-on experience, the passion for detail, and the insight to provide a holistic view of any transaction, from comprehensive assessments of potential purchases to business valuation services to analysis of the financial, tax, and operational implications of any purchase. TEPEDINO & COMPANY CPAs LLC can advise prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. Alternatively, if you are thinking of selling your existing business, TEPEDINO & COMPANY CPAs LLC can help you plan for the sale, identifying any structural or financial changes you need to make to maximize your company’s value and obtain the best possible sale price and contract payout terms.
Management Consulting
In today’s rapidly-changing business environment, the right management strategy can make the difference between a struggling organization and a thriving one. To drive value in your organization, you need thoughtful, candid advice from a trusted advisor with the real-world experience and knowledge to help you determine an achievable management strategy, optimize your business processes, and produce sustainable value for your organization. At TEPEDINO & COMPANY CPAs LLC, we leverage our associates’ business acumen to offer complete management advisory services, including systems implementation and management, process analysis, change management, business transformation, workflow analysis, enterprise risk management, cost controls, employee benefit plan restructuring, and much more to help your organization improve performance, implement industry best practices, and maximize growth.
Mergers and Acquisitions Assistance
Mergers and acquisitions are complex transactions that can have a substantial and lasting impact on both you and your company’s future. At TEPEDINO & COMPANY CPAs LLC, our team of experienced counselors has the practical business experience and insight to provide the creative, effective advice you need to navigate the challenges inherent in any merger or acquisition. From performing the necessary due diligence and requisite financial analysis to investigating alternative financing sources to assessing the tax implications to guiding you through financial disclosures and non-compete agreements, our experienced Mergers and Acquisitions counselors work with you to obtain the best possible outcome in any transaction. TEPEDINO & COMPANY CPAs LLC brings the sound judgment, business acumen, deep resources, and responsive, collaborative philosophy you need to protect your interests.
Financial Forecast and Projections
Financial planning is critical to the success of any business, and at TEPEDINO & COMPANY CPAs LLC, we are committed to working with you to create a thoughtful and comprehensive plan to achieve your business objectives. We provide a complete range of financial and business forecasting services, and can also create customized “What If” planning scenarios to help management foresee and plan for unexpected business contingencies. TEPEDINO & COMPANY CPAs LLC has the experience, the innovative thinking, and the insight to help your organization identify and manage risk, quantify resources, and formulate and achieve your strategic goals and objectives.
Business Succession and Exit Planning
You worked hard to establish a successful business, and thoughtful business succession or exit planning is the key to ensuring that your business will continue to flourish in the future, without your day-to-day involvement. Too often, healthy, successful businesses are negatively impacted by a lack of succession or exit planning, from unclear transfer of leadership to liquidity problems stemming from unexpected inheritance taxes or costs. As experts in the field of business succession and business exit planning, TEPEDINO & COMPANY CPAs LLC can help you to design a comprehensive strategy to avoid these problems and achieve your objectives, giving you the peace of mind that comes from knowing that your business will enjoy a smooth continuance, and your heirs and business associates will be well protected.
Debt and Financial Services
Many Americans are feeling the pain of large credit card or student loan balances, or are dealing with high mortgage-related or medical expenses, and can’t see a way to resolve them. At TEPEDINO & COMPANY CPAs LLC, we offer complete experienced, responsive debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. We provide sensible and sensitive budgeting and planning assistance, working with you to design an achievable roadmap to a healthier financial future.
Mortgage Services
At TEPEDINO & COMPANY CPAs LLC, our experienced professionals can provide the clear-sighted guidance you need when navigating the home financing market. We’ll help you to determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we can discuss options such as using a reverse mortgage as a source of income.
Educational Funding
More than ever, a college education is the key to the future, but college costs are rising rapidly, far outstripping the normal rate of inflation, and many sources of financial aid have disappeared, leaving many young people staggering under the weight of student loan debt. As a result, planning for your family’s educational needs is more important than ever before. At TEPEDINO & COMPANY CPAs LLC, our financial expertise can help you to determine the best approach to save for your children’s education, including setting up 529 plans, prepaid tuition plans, or Coverdell accounts, and to take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits.
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