Our Services
Delman & Company is an established accounting and business management firm. We offer a wide range of services delivered by experienced professionals.
BUSINESS SERVICES
We guide privately held businesses through the business lifecycle – startup, growth, and maturity. Growth drives complexities in finance and tax compliance, and we at Delman & Company become a valued advisor on the journey.
Sound tax planning reduces tax liability. Corporations, partnerships, and LLCs require skilled professionals offering various planning and compliance services. We provide a comprehensive analysis to deliver a range of alternatives supporting sound decision-making.
We help businesses –
- Select an appropriate entity structure
- Prepare federal, state, and local tax filings (tax compliance)
- Plan tax strategies to minimize tax liability and achieve goals
- Determine where you are required to file state and local tax returns
- Determine the impact of taxes on transactions, mergers, buy-outs, etc.
- Represent before the IRS and state and local tax agencies
INDIVIDUAL COMPLIANCE SERVICES
We are thoroughly trained and prepared to address the most complex individual tax returns. We provide proactive tax planning appropriate to your specific situation. Because every client’s needs are different, our services are customized to meet your needs. We monitor tax law developments to ensure your compliance; this awareness repeatedly leads to planning opportunities for our clients, which can include you.
Good planning is essential to minimizing tax liability, ensuring compliance, and achieving goals. We live in an environment of increased enforcement and changing regulations demanding vigilance. We advise business owners, executives, and high-net-worth individuals and families on effective tax and wealth transfer strategies, minimizing tax payments, preserving wealth, and achieving their goals. There may be a place for you here as our client.
We help individuals –
- Provide income tax compliance and planning for federal, state, and local taxes
- Conduct due diligence on real estate and other financial transactions
- Represent before the IRS and state and local tax agencies
- Advise on retirement planning strategies
- Advise on and implement wealth transfer strategies (estate planning)
Estate Planning
The CPA’s role in estate planning goes far beyond a financial analysis.
We work with you to identify and clarify your goals, explain projected tax and other consequences and recommend alternate strategies.
We provide tax services that include:
• Estate and Trust Fiduciary returns (Form 1041)
• Estate tax returns (Form 706)
• Gift tax returns (Form 709)
• Final tax returns for decedents (Form 1040)
We are also available to help in times of transition including:
• Trust accounting services
• Assistance with estate filings
• Divorce or separation financial planning
• Retirement planning
• Business succession planning
At Delman & Company we do not sell insurance, investments or any other commissioned products, nor do we provide legal services.
ESOP Consulting
An Employee Stock Ownership Plan (ESOP) offers owners, companies, and employees compelling benefits. ESOPs can create liquidity. An ESOP is the most cash-and tax-efficient succession plan available to business owners.
An ESOP can stimulate employee productivity and morale. It can support an ownership transition that delivers sustainable benefits to all stakeholders, including significant tax benefits—making an ESOP appealing to many company owners wishing to retire or sell.
At Delman & Company, we consult with you to determine if an ESOP is an option for your company. We also work to obtain the highest price for you while protecting your company’s financial well-being and preserving your legacy.
Management Advisory Services
A sound financial system is essential in providing reliable information on which to base informed decisions. Since your business environment is constantly changing, these decisions and ensuing actions must be quick and precise.
To help our clients be prudent managers, we at Delman & Company provide a variety of management advisory services, including:
- Evaluation of business opportunities
- Obtaining and managing financial resources
- Profitability analysis
- Inventory control
- Computer feasibility studies
- Installation and updating of accounting systems
- Start-up business planning/proforma
- ESOP acquisition/sale consulting
Accounting Software Support
We provide accounting & technical support for a wide variety of accounting software packages including Quickbooks.
Our involvement will keep you ahead of two important questions: 1) how much money is my company making and 2) how much will I have to pay in taxes?
Once your accounting software package is established, you can keep your finances organized during the entire year. And, armed with your own information, when we meet to review your situation and plan your next financial moves, you will be a confident participant.
Bookkeeping Services
At Delman and Company, we offer monthly, quarterly, or annual bookkeeping services to businesses for whom “in-house” is not practical.
We can provide computerized financial statements and assist in the preparation of payroll, sales, and property tax returns. The scope of our services can be as broad as serving as your Chief Financial Officer, or as narrow as providing specific bookkeeping services, depending on the capacity of your in-house accounting staff.
