Peter J. Fullen, CPA, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Peter J. Fullen, CPA, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
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Proactive Tax Planning |
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Income Tax Return Preparation |
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Assurance and Advisory Services |
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QuickBooks |
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Financial Statement Preparation |
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Small Business Startup and Entity Selection |
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Real Estate |
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Non-Profit/Exempt Organizations |
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Homeowner Associations |
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Other Agreed Upon Client Driven Services |
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Proactive Tax Planning |
| We provide pro-active year end income tax planning to help minimize income taxes and allow you to plan your cash requirements for the next several months. |
| Request information about Proactive Tax Planning |
Income Tax Return Preparation |
We prepare all types of income tax returns and can prepare any state return in the country.
1040 Individual Income tax return - We can e-file these returns for faster refunds.
1120-S S-Corporation
1120 C-Corporation
1065 Partnerships LLCs, LLPs, income tax return.
Trusts
Estates
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| Request information about Income Tax Return Preparation |
Assurance and Advisory Services |
At Peter J. Fullen, CPA, P.C., we focus on building close client relationships
that add long-term value. This includes assuring the solidity of financial records, evaluating
financial procedures and working to produce strategies that help our clients face the myriad challenges
of business planning and execution. Our clients benefit from objective analysis to assist in controlling
costs, increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law.
These services include but are
not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession
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| Request information about Assurance and Advisory Services |
QuickBooks |
| We provide Installation, Setup, Training and Support for QuickBooks. |
| Request information about QuickBooks |
Financial Statement Preparation |
| We perform compilation and review engagements. We provide these services Monthly, Quarterly or Annually. Many small businesses are running their companies in the "dark". By reviewing financial information on a timely basis you will be able to make pro-active decisions that will enable your business to grow and be more successful. |
| Request information about Financial Statement Preparation |
Small Business Startup and Entity Selection |
| We can assist you in getting your new business started correctly and efficiently. We will help you choose an entity that will allow your to minimize your taxes and protect your assets. |
| Request information about Small Business Startup and Entity Selection |
Real Estate |
| We can help you get started in real estate investing. We provide real estate investment planning & taxation services. |
| Request information about Real Estate |
Non-Profit/Exempt Organizations |
| We prepare 1023 & 1024 (application for Exemption of income tax with IRS). We also prepare the annual 990 informational return. |
| Request information about Non-Profit/Exempt Organizations |
Homeowner Associations |
| We prepare the 1120-H and review your homeowner association accounting records to make sure that transactions have been recorded correctly. |
| Request information about Homeowner Associations |
Other Agreed Upon Client Driven Services |
| We can provide a wide variety of other services. Please call us to review. |
| Request information about Other Agreed Upon Client Driven Services |
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