Non Profit Consulting and Tax Service Professionals
Valerie J. Borrego, CPA, PC provides a wide range of services to individuals and businesses in a variety of industries. At Valerie J. Borrego, CPA, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
At Valerie J. Borrego, CPA, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
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From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Valerie J. Borrego, CPA, PC's accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
- Litigation support
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Valerie J. Borrego, CPA, PC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
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Audits, Reviews, and Compilation
Valerie J. Borrego, CPA, PC's financial statement services comprise
all three levels of assurance depending on your company's needs.
- Audits offer
the highest level of assurance to third parties, and include in-depth examination and confirmation
of account balances, inventories, and selected transactions.
- Reviews provide limited
assurance to outside interests and involve inquiries and analytical procedures that confirm financial
statement matters and identify any items requiring further analysis.
- Compilations are
usually requested for internal purposes and are based upon information provided by a company's
management. They do not offer assurance but may involve some adjustment to accounting records.
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Valerie J. Borrego, CPA, PC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
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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.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Valerie J. Borrego, CPA, PC can advise you on choosing an entity type and later restructuring if advantageous.
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Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Valerie J. Borrego, CPA, PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
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Peer review is an opportunity for Valerie to give back to her profession not only in terms of helping other CPA's meet State Board of Accountancy requirements, but to assist in their successes as CPA's in their own businesses.
