Pardo & Associates, CPAs provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. 

At Pardo & Associates, CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities and maximize your cash flow.

Accounting Services 

From start-ups to established enterprises, businesses rely on accurate and insightful guidance in order to maintain profitability and capitalize on new opportunities. Pardo & Associates, CPAs’ accounting services steer you closer to these goals with accurate record-keeping and reporting.

These services include but are not limited to:

Reviews and Compilations

Reviews

Reviews provide limited assurance to outside interests and involve inquires and analytical procedures. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal and external purposes and are based upon information provided by a company’s management.

Estate and Trust Planning and Tax Preparation 

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Pardo & Associates, CPAs’ role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Everyone should have a well-thought out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed.

Having your taxes and estate thoroughly planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

QuickBooks Accounting Assistance 

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently.

Pardo & Associates, CPAs offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location. 

Installation 

We install QuickBooks on your stand alone computer or in a network environment, in either single or multi-user mode. 

Setup 

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support 

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance. 

Review 

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts, and reports. We inform you of any corrections, adjustments or reclassifications necessary to ensure that the information you receive is accurate. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Bookkeeping / Write-UP

Accurate record-keeping is essential to a successful business. However, this process can be complicated and time consuming. Pardo & Associates, CPAs can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Formation

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Pardo & Associates, CPAs can advise you on choosing an entity type and later restructuring if advantageous.

IRS Representation and Tax Resolution

Professional representation can be vital during an audit and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been selected for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS or other taxing authorities may be asking you.

Payroll Services

Pardo & Associates, CPAs’ payroll services can help you reduce the time spent on administration by developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Pardo & Associates, CPAs can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success.

Notary Services

Pardo & Associates, CPAs offers Notary Services. These are services by an individual that has been recognized by the state government to serve as an objective witness and provide notarizations. The type of documents that may require notarizations are Wills, Trusts, Deeds, and Contracts.