High Net Worth
Individuals
Proactive strategies to maximize after-tax income and cash flow as well as maintenance or transfer of control, including the use of a variety of partnerships and trusts. We provide tax preparationa and planning services for high-net worth individuals. Our team of CPAs offer personal service, financial strategy, and More...
advice, allowing you to plan ahead. We are also preferred providers to some local public companies, offering executive tax planning and preparation.
Our services include:
Tax planning and compliance
Trust and estate planning
Multi-state tax preparation
Charitable planning edeavors
Retirement planning and ROTH conversion analysis
Defined benefit plan consultation and set-up
Executive stock option planning
Real estate investment property owners
Assistance with tax compliance relative to alternative partnership/K-1 investments
Litigation and valuation work - matrimonial, estate valuation, etc.
RETAIL AND RESTAURANTS
We help retailers manage for profitability while staying flexible to face the constant challenges within the retail industry. Retailers receive practical advice and guidance on all aspects of business management, from the creation of the business plan through succession planning. Our professionals are experienced More...
in the retail industry and can help you achieve your current and long term objectives. We provide tailored solutions to help your company decrease costs, respond to changing market conditions and strategies, keep customers satisfied and reduce operating cash needs. Along with tax, audit and assurance; we can also assist you in the following areas:
Inventory management and cost management
Business plans and choice of entity
Succession planning
Internal control assessment
Business and strategic planning
We also have extensive experience in working with restaurant owners helping them achieve success within an often difficult industry. Our benchmarking and industry tools help owners formulate sound budgets and insightful data to help maximize cash flow. We have worked with many start-up restaurants to help them formulate business plans, budget for build-out, and ultimately set-up proper accounting controls to maintain profitable operations.
LIFE SCIENCES
Bio-Technology
We have expertise in areas such as grant agency reporting, process management, assistance with raising private equity, business plan set-up, and cash flow management. We can provide services such as interim CFO and CEO duties in assisting bio-tech start-up companies. We also work with with patent More...
attorneys and various government agencies to streamline the grant accounting and reporting process allowing companies to concentrate on their core business.
Granting Agency Reporting
We work closely with government agencies to assist clients with various aspects in relation to SBIR and other grants. The Small Business Innovation Research (SBIR) program is a set-aside program (2.5% of an agency's extramural budget) for domestic small business concerns to engage in Research/Research and Development (R/R&D) that has the potential for commercialization.
Some additional services that we provide include:
Assistance with SBIR and other grant applications and reporting (Phase I, Phase II, Phase III)
Grant accounting system compliance, etc.
Business and strategic planning
Assist with funding agency requirements
Internal control assessment
Accounting, bookkeeping and tax support for emerging businesses
Tax and financial planning and utilization.
Many of our clients rely on us to refer them to a qualified investor that meets their lending or venture capital needs. As a result, we are familiar with the areas of highest concern and help to secure the appropriate debt or equity capital to meet a growing company's needs.
Non-Profits
Organizations
We at Newburg & Company, LLP understand that there is more to a business than the bottom line, especially for a non-profit entity. Our work includes serving foundations and nonprofits in the education, arts, human/social services, information services, membership, chamber, healthcare and More...
other areas. We offer special pricing discounts for all our non-profit organizations that benefit the community.
We offer a full range of services designed to meet the specific financial and accounting needs of not-for-profit organizations that include:
Assistance with start-up Form 1023 applications
Audit and review services as required
Implementation of new auditing standards and Form 990 changes
Cash flow management
Budgeting and forecast analyses
Management consulting
Benchmarking
Internal control assessment
Fund raising consultation
Employee benefits review
Now more than ever, you need specialized expertise to provide assurance to management and the board of directors that your organization is in compliance with various state and federal laws and regulations and with the terms of program contracts.
MANUFACTURING
& DISTRIBUTION
Because we are up to speed in the manufacturing and distribution arena, we can help you put these practical solutions to work fast. Utilizing industry benchmarking statistics and publications to provide you with additional tools and information to better evaluate and manage your business. Our team has valuable More...
insight on manufacturing and distribution areas such as:
Manufacturing and distribution tax savings opportunities (Section 199, R&D, etc.)
Inventory management and controls
Benchmarking and industry analysis
Cost and production management and analysis
Mergers and acquisitions
State and local tax savings opportunities
Internal control assessment
International transaction and structure advice
High Technology
Companies
At Newburg & Company, LLP we continue to expand our array of hi-tech company clientele. From hi-tech information service companies to e-commerce companies to computer hardware and software companies we can help you achieve your full financial potential. Meeting the unique needs of More...
high-tech companies, including general management consulting, tax, and business planning and compliance.
guidance on various business issues, including:
understanding and obtaining appropriate financing
maximizing benefit of R&D tax credits
protecting intellectual property related to new technology
choice of business entity
advising on executive compensation structures
developing effective business strategies
assist with benchmarking and industry information to help formulate budgets,etc.
valuation services
CONDOMINIUM ASSOCIATIONS
Working with over 60 different condominium associations on an annual basis certainly gives us a strong understanding of the industry and its unique features. We are experienced in all required federal and state tax filings as well as in preparing fund financial statements. Timely Services - Our philosophy More...
is to ensure our clients receive quality service in a timely manner. It is our goal to ensure that our condominium clients receive preliminary copies of their financial statements and tax returns within a two to four week timeframe after we have performed all necessary fieldwork.
Value - Our experience in the industry allows us to provide services in an efficient manner. As a result, we are able to offer our services at extremely competitive prices.
Contact us for a quote today.
REAL ESTATE & CONSTRUCTION
Having inside knowledge of your unique business environment. Having worked with many construction and real estate clients, we're able to give you a knowledgeable perspective on where profitable opportunities lie for your individual interests and goals. We provide you with practical solutions that More...
make sense to your industry and your business. We work with real estate professionals and developers in a variety of areas.
Services relative to our real estate and construction clients include:
Like kind exchange consultation
Transaction structuring for purchases and due diligence
Choice of entity and liability protection review
Project job costing & burden analyses
Affordable housing/40(b) project audits/financials
Internal control analysis
Strategic tax planning
Percentage completiona and completed contract accounting
Business succession planning
Series LLCs
Resources for cost segregation analysis
Employee benefits review