Client Services
Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed some of the types of services for which we can assist our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Miscellaneous

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger maintenance & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Personal financial statements
  • Reviews and Compilations- We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.

Tax Services

We provide our individual and business clients with taxation expertise and knowledge that they deserve throughout the year. Tax services offered include:

Tax planning and return preparation for:

  • Individuals
  • Partnerships
  • "S" & "C" Corporations
  • Limited Liability Companies
  • Trusts
  • Estates
  • Gifts made by individuals
  • Foundations and other Not-for-profit Organizations

Fund Services

Stern Cassello & Associates, LLP's private equity practice provides accounting, administration and tax services to private equity funds, their general partners and investment adivsers.  Our firm works with the General Partner(s) and their designated professionals to streamline back office accounting and bookkeeping functions.  Utilizing the expertise of our team, we provide an array of accounting and finance services, including but not limited to:

  • General fund accounting
  • Financial statement preparation and reporting
  • Capital calls
  • Distributions
  • Waterfall calculations
  • Management of the audit and tax process
  • Management company accounting
  • General Partner accounting
  • Business consulting

We also provide a variety of specialty services in order to accommodate the unique needs of a fund.

Outsourcing Services

For many of our clients we serve as a fully or partially outsourced accounting or tax department for their business. For accounting departments our professionals act in place of a C.F.O., paying bills, and providing necessary accounting reports to the business owner(s). For outsourced tax functions we prepare the required federal and state tax filings.

Financial Planning

A properly structured financial plan enables you to face challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Estate Planning

Estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order. Necessary Wills, Trusts and other estate planning documents can be prepared by Marc Leaf P.C., an independent attorney in our office. We work in conjunction with Mr. Leaf to provide effective estate planning.

Life Insurance Consulting

Understanding the tax consequences (both estate tax and income tax) of various types of life insurance is complex. We can help you work through the taxes on insurance owned by you, held in trusts to benefit your estate, used to compensate an employee of your business or provided to finance a buy-sell agreement.

Retirement Plan Recommendation

Whether you're a sole proprietor or a business operating as a corporation, partnership or LLC, a retirement plan can save you taxes and reward yourself and your employees. Whether it be a SEP, SIMPLE, Keogh, Defined Contribution, Defined Benefit or IRA plan we can help you choose and tailor and implement the plan.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Also, through Marc Leaf P.C., an independent attorney in our office, all legal documentation for creating the particular business entity can be completed.

IRS & State Audit Representation

During our years of experience dialing with the Internal Revenue Service and various State taxing authorities, we have achieved a level of competence and understanding that can ensure our clients they are being properly represented before the IRS and various state tax agencies.

Expert Witness/Litigation Support

We assist attorneys in support of litigation, principally in divorce situations or business loss/fraud. We can act as accounting or tax experts. We also have experienced, competent staff that can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

If you need a service you do not see described, please ask us about it. There is a great chance we either provide the service or know of someone who can provide the service to recommend to you.

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Also, through Marc Leaf P.C., an independent attorney in our office, all legal documentation for creating the particular business entity can be completed.

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