Business Tax Service/Small Business Advisors

We've been serving the needs of our business clients since 1998. In that time we have built many strong and long-lasting relationships, and most are still with us!

Our knowledge of our clients immediate and long-term goals and needs is just one of the reasons our attrition rate is very, very low. Our policy is to keep our client base small and manageable to make sure that we can always deliver the service you deserve.

Tax Services

Let's face it, managing or mismanaging business taxes is often the difference between success and bankruptcy. We're here to make sure that you avoid the pitfalls that have resulted in failure for many otherwise strong businesses.

We provide our individual and business clients with the taxation expertise and knowledge throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • Corporations
  • Partnerships
  • LLC's/LLP's
  • Not-for-profit organizations
  • Taxing authority representation

Audits, Reviews and Compilations

We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination of your systems and accounting with the highest level of assurance
  • Review - some analytical procedures of your accounting conducted with limited assurance
  • Compilation - based upon client information provided

We offer a unique audit solution for small businesses who have been awarded federal research and development grants. We view our role in this financial reporting process as an opportunity to provide constructive solutions for maximizing your company's effectiveness and efficiency.

We also provide these assurance services to Non-profit entities.

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Financial Statement Preparation

Companies requiring audits are now required to draft their own financial statements, a process mostly completed by the auditor in the past. Under SAS99, companies need to have the financial expertise in house to be able to prepare the financial statements and the backup supporting the financial statements.

Newman Associates, CPA assists clients in preparation for compliance with PACBOA and AICPA requirements for the audit. We provide the following services:

  • Lead Sheet Preparation
  • Journal Entries Required
  • Financial Statement Drafting
  • Liaison between Auditor and Client

Certified QuickBooks ProAdvisor

Quite possibly, you're one of the millions of businesses running on QuickBooks™ Accounting Software and Newman Associates recognizes the need for their clients to have a single source for both accounting and software support.

Because we have an in-depth knowledge of generally accepted accounting practices, the nuances of your business, and the software on which it runs - we'll have you up and running quickly and it will be done right the first time. When you have a problem or question, we're just a phone call away!

Payroll Services

Perhaps no aspect of running a business is more complex and unforgiving than payroll. Our online payroll service comes with free support and includes all the features you need.

  • Access from anywhere via the internet w/ guaranteed security
  • We do the setup for you
  • Guaranteed accuracy
  • No tax impounding that is common with other services
  • Free support and more!

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Small Business Consultants

Accounting Software Selection & Implementation

Although we're Quickbooks ProAdvisors, we understand that oftentimes another accounting package will best meet your needs. We can assist you in selecting a new accounting package and also make sure the transition is smooth and free of errors and omissions.

Business Consulting

As you already know, sometimes its very difficult to know exactly what's affecting profitability. With our consulting services, we'll identify and help you manage the components of your business that are critical to profitability and ultimately, your success.