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One of our highest priorities is to assist you in building your business and your wealth by providing custom solutions for closely held businesses, their owners and other growth oriented individuals including executives and other professionals. We have built our success on delivering and implementing proactive business and tax planning ideas.

We understand that accurate, reliable and timely financial information and results are necessities for any successful business. Libman Goldstine Kopperman & Wolf can assist you on either a single project or on-going basis.

We offer the following services:

-Tax Planning and Return Preparation including:
  • IRS Problem Resolution
  • Estate, Trust and Gift Planning for Transfer of assets among family members
  • Business Formation - Planning for Type of Entity
  • Merger and Acquisition Planning
  • Analysis of Retirement Plan Alternatives
  • Corporate, partnership, fiduciary and individual tax planning
  • Advice regarding tax advantaged investment strategies
  • -Accounting and Auditing including:
  • Audit
  • Reviews
  • Compilations
  • Other attest services
  • -Financial Planning
    -Business Valuation Services
    -Outsourcing and Human Resources Consulting
    -Business Consulting to Enhance Growth & Success
  • Strategic Planning, Budgeting, Operations Planning
  • Business Plans and Projections
  • Design and Implementation of Recordkeeping Systems
  • Tax Planning and Return Preparation

    We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, supportable, state of the art tax advice. Our focus is to provide you with tax consulting services that significantly reduce your tax burden. We constantly keep abreast of changing Federal, state and local tax laws to minimize your tax liabilities and to maximize your future opportunities.

    Whether you are an individual or operate a multi-tiered corporation or partnership, our tax experts can accommodate your needs for tax planning and return preparation.

    Accounting and Auditing

    Company owners, management and outside third parties rely on financial statements to make important business and investment decisions. Providing business stakeholders with financial statements that include the appropriate accountants' report creates credibility that goes beyond internally prepared documents.


    We are skilled at providing attest services, which simply means crafting an engagement to provide either an audit, review or compilation report on a company's financial statements. We will help you select the type of engagement that meets the best combination of external reporting requirements and internal fiscal management needs, accomplished on a cost effective basis. These services are performed in accordance with standards promulgated by governmental, regulatory and professional oversight bodies.


    Further, we take advantage of the knowledge gained about your business during the conduct of these engagements to provide a framework for advising you about matters that will improve your business. Forward thinking recommendations are an essential deliverable for the services we provide.

    Financial Planning

    Effective management of financial affairs requires extensive knowledge, organization and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
    Our financial planning services include:
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning

  • Business Valuation Services

    ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements...In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.

    Accounting/Tax Outsourcing and Human Resources Consulting

    We view outsourcing as a way to make sure that if there is a need to cover functions and activities that are typically handled by internal staff, we are available in that time of need to give the security of knowing these functions and activities can be taken care of by a trusted advisor. We accomplish this by providing our clients the following services:
  • Loaned staff for financial projects
  • Tax preparation and review support for corporate tax departments
  • Recruiting of professional personnel
  • Monthly closing of the books and compiling financial statements

  • Business Consulting to Enhance Growth and Success

    We have focused our business planning processes to maximize client profitability and wealth accumulation. We try to accomplish this through assisting our clients with strategic planning to reach long-range goals through near term objectives. Making sure our clients have the data on key business issues and trends in order to make informed decisions is our way of doing business.

    Industry Expertise

    We have more than fifty years of experience in serving clients in nearly every conceivable industry, including:
    Distribution
    Law Firms
    Manufacturing
    Real Estate
    Retail
    Service
    Technology


     

     

    hgaskey@lgkw.com