ADVISORY SERVICES

Our Advisory Services Include:

Strategic Business Planning | Year-end & Tax planning | Retirement Planning | Estate & Trust Planning

At Farber our CPAs are highly skilled at seeing the big picture and how all the aspects of your life, your financial well-being, and your business work fit together. Your taxes are just one part of the picture. And, we go way beyond that, providing proactive advisory services to help you reach your goals.

We focus on building close, long-term, client relationships. We have spent 75 years helping our clients proactively navigate the challenges of starting, expanding and managing businesses, mitigating risk throughout shifting markets and turbulent times.

Look at us like an extension of your leadership team. Farber CPA brings you a trusted partner and access to our extensive vetted professional network of mortgage specialists, attorneys, actuaries, financial planners, and even therapists.

Business transactions including restructuring, buying, selling, or merging are complex. You can count on Farber CPA to employ careful analysis and due diligence to achieve the best outcome for you, your business, and its stakeholders.

Strategic Business Planning

Whether your business is a startup, established and growing, or you’re looking for trusted guidance to manage cash flow, restructure debt, trust the CPAs at Farber CPA.

  • Selecting and establishing the proper business entity (LLC, LLP, C-Corp, S-Corp)
  • Tax return planning and preparation and advisory
  • Outsourced accounting and bookkeeping services
  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Employee benefit and profit-sharing plans

Year-end & Tax Planning and Implementation

For over seven decades, we have worked hard to alleviate the enormous complexity of the tax code for individuals and businesses. Our goals continue to be to minimize tax liabilities, maximize cash flow, and reach clients’ financial goals by delivering massive tax savings as often as possible.

  • Individual & family tax planning and preparation
  • IRS representation
  • Tax compliance, planning and preparation for businesses
  • Year-end and business tax planning
  • State and local tax
  • Tax credits
  • Business & Estate taxes

Retirement Planning & Implementation

Farber CPA offers a wide array of retirement services for business owners and individuals looking to secure a comfortable retirement.

Our clients range from businesses with multiple employees to single owner businesses to individuals. We guide and work with you through the lifecycle of developing, implementing, and executing your secure retirement.

Our in-office experts strategically partner with the best and brightest actuaries and attorneys to maximize and streamline retirement contributions and tax savings for business owners and their employees.

Estate & Trust Planning

Effective estate and trust planning can ensure financial security for loved ones and maintain a smooth succession of ownership for businesses. Farber CPA can help you navigate the complex and shifting estate tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

We specialize in complex Estate and Trust planning and will work cooperatively with your estate attorney in your best interests.

  • Estate & Trust planning
  • Estate & Trust tax planning and preparation
  • Gift tax and planning
  • Guidance and planning for Gift & Inheritance taxes

Together, we’ll focus on the future and all its potential for success.

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