WE BRING FINANCIAL FOCUS
TO YOUR BUSINESS
Financial statements only tell one side of the story. We take a closer look at what the numbers are saying and challenge our clients to use this information to influence the future financial performance of their business. We ask the tough questions and work with clients to highlight the key metrics and drivers that will have the greatest impact on their financial and operational results.
Insightful tax strategies and solutions customized to the specific needs of a client are essential. Our seasoned tax professionals are knowledgeable about the constantly changing tax laws and are proactive in assessing their impact on our clients. We take pride in making complicated tax rules understandable for clients and provide down-to-earth guidance that drives tax efficient results.
When small to mid-sized businesses turn to us, they not only benefit from the expertise of our Quickbooks© ProAdvisors and accounting specialists but also have access to the vast experience of our professional staff. By allowing clients to tap into our comprehensive resources, we have helped numerous business owners and entrepreneurs take their companies to the next level, distinguishing our capabilities from the traditional bookkeeping model.
While complying with the myriad of rules and regulations is a necessary evil of doing business, these compliance requirements are typically not the matters that keep you up at night. Let our seasoned professional group bring value to your business by helping you tackle business issues that often go unaddressed. Whether the need is financial or operational in nature, or you require a business valuation or succession plan, we have the resources to deliver peace of mind.
In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies take time to implement, so review your options now. Here are three strategies Continue Reading
In recent years, the IRS has increased its scrutiny of nonprofits’ unrelated business income (UBI). Dividends, interest, rents, annuities and other investment income generally are excluded when calculating unrelated business Continue Reading
According to IRS Publication 5137, Fringe Benefit Guide, a fringe benefit is “a form of pay (including property, services, cash or cash equivalent), in addition to stated pay, for the performance Continue Reading
John Geraci was invited to speak on NECN's Tax Tuesday segment. Watch the video to learn about last minute tax filings, tax extensions, penalties for late payments, the value of Continue Reading
This week LGA sponsored the 2018 Vistage Executive Summit held in Newton, Massachusetts. Vistage is an executive coaching organization, and this conference attracted hundreds of members of the C-suite from all Continue Reading
As a reflection of our evolution and growth over the past few years, LitmanGerson Associates is proud to announce a brand refresh including the LGA name and logo. LGA has Continue Reading