Accounting/Audit/Review
Compilation
Whether yours
is a single-owner/employee business, or a
multi-company corporation, Courtney, Fink &
Forbes can provide the accounting functions you
need...leaving you time and energy to concentrate on
running your business. We provide all of the
necessary write-up, accounting and report preparation
for your business.
Individual
and Business Tax Consulting and Compliance
In today's volatile
tax environment, you're forced to keep up with the
ever-changing rules and regulations. Truth is,
very few people have the time and training to become
tax experts. At Courtney, Fink & Forbes,
staying on top of the latest tax development is our
job. We invest our time and make use of the
latest technology to provide tax-related planning
alternatives. If you are a proprietor, partner,
LLC member or shareholder, we can recommend strategies
for reducing your federal and state tax
obligations. Because of our team approach, we
can integrate business and individual tax planning
services to result in the optimum overall strategy.
Estate
Planning and Administration
As the value of your
estate grows over your lifetime, you and your family
can benefit significantly from careful planning for
estate tax consequences in the event of your
death. Your estate, which would include your
principal residence, investments, retirement accounts
and business interests, can be depleted as much as 55%
by taxation unless the appropriate plans are
structured beforehand. Estate planning is one of
our key areas of expertise; we can ensure that the
maximum assets are left to your heirs and
beneficiaries. The administration of your estate
is just as important as the planning. We work
with attorneys and executors in determining the proper
value of your estate and the preparation of federal
and state estate tax returns and probate accounting
while looking for every deduction possible to help
reduce your overall estate tax.
Business
Valuations and Forensic Accounting
If you are buying or
selling a business, want to give your business to your
heirs, or are in divorce proceedings, you will need to
determine the precise value of your business. If
you have a business interruption insurance claim due
to casualty or theft you will need a determination of
your lost income. Courtney, Fink & Forbes
has worked extensively on behalf of numerous clients
in these capacities, working with attorneys and
insurance companies to determine the proper business value for various specific circumstances.