FINDING SOLUTIONS

Tax Planning

Biscotti, Toback & Company boasts one of the most respected teams of tax planning strategists in the profession. All year long, our efforts are geared toward minimizing tax liabilities. Therefore, our clients rest assured knowing that there will be very little discrepancy between what we've told them they should expect to pay and what they actually have to pay.

We present each of our clients with a carefully developed tax projection report early enough in the year to give them ample time to prepare or make appropriate changes. There are no year-end surprises or unexpected liabilities.

Our strategists also prepare the personal taxes for the owners and major shareholders of our firm's client companies. We know the key to personal wealth is the proper combination of earnings, tax planning, financial planning, retirement planning and estate tax planning. To help our clients protect their personal wealth, we work closely with them on these matters as well as on any complex transactions and related tax consequences. We are aggressive but always safe.

Unique Approach To Advisory Services

We are committed to excellence in our relationship with you. To fulfill this promise, we provide a highly skilled Client Service Team to work closely with you and study your organization. The team will consist of at least one firm partner, a tax strategist and a senior advisor.

The team will take an in-depth look at every phase of your business, from accounting and financial planning to personal management and computer capabilities. During this study, we will be able to learn more about your company and how we can help you. The attention of our Client Service Team is an ongoing feature of our service.

Management Information Systems

Accurate, timely and useful financial reporting is critical to your business. Our Management Information Systems Analyst will work closely with you, and the personnel who manage your information, to examine your financial statistics and processes. Our goal is to insure the integrity of your data and the effectiveness of your system so you can make decisions with confidence.

Synergy & Teamwork

Our accountants and management consultants have developed a synergistic approach that comes only from years of working together. Our core team has been working side-by-side for more than 20 years in a dynamic, highly professional environment.

In that time, our work has won awards and recognition from the accounting profession as well as other industries. For three consecutive years, Biscotti, Toback & Company has been honored as one of "the most distinguished CPA teams in the country," and has also received a national award for client service from Accounting Today.

We are well connected, and are included on the preferred list of all the major financial institutions. These facts let you know that we are a high-powered, respected team whose creativity, integrity and business acumen keep us on top.

We pay attention to details.