services
At Terri A. Goleno, CPA, we offer a comprehensive range of financial services to individuals and businesses alike. With our seasoned team of experts and a commitment to excellence, we are your trusted partner in achieving financial success. Explore our services below:
Tax Management
Navigating the intricacies of tax laws and regulations can be overwhelming. Let us ease your burden and optimize your tax strategy. Our tax management services include:
Tax Planning
Accurate and thorough preparation and e-filing of tax returns.
Tax Preparation
Accurate and timely preparation and filing of tax returns.
IRS Representation
Expert guidance and support in dealings with the IRS.
State & Local Tax Services
Compliance and planning for state and local taxes.
Tax Effects of Buying/SellingBusiness
Tax Effects of Buying/Selling Businesses and Properties
Accounting
Sound financial decisions start with reliable and up-to-date financial information. Our accounting services cover a broad spectrum of financial needs:
Bookkeeping
Accurate and organized financial records for your business.
Financial Statement Preparation
Comprehensive financial statements to guide your decisions.
Budgeting & Forecasting
Plan for the future and track your financial progress.
Payroll Tax Services
Efficient and compliant payroll tax processing.
Compilation and Review Services
Assurance services to enhance financial transparency.
Financial Consulting
Achieving your financial goals requires a clear plan and expert guidance. Our financial consulting services are tailored to your unique needs:
Retirement Planning
Strategically plan for your retirement years.
Investment Review
Comprehensive review to guide your decisions.
Financial Planning
Informed decision-making for life’s milestones, transitions, and legacy planning.
No matter your financial needs, Terri A. Goleno, CPA is dedicated to providing you with personalized, expert solutions.
We pride ourselves on our commitment to excellence and our client-centric approach. Your financial success is our priority, and we are ready to partner with you on your journey to financial excellence.
Contact us today to learn more about how our services can benefit you or your business.
We look forward to being your trusted financial partner.