Deborah K Glick, CPA

Our firm is dedicated to providing high-quality financial services to individuals, businesses, and non-profit organizations. We are committed to building lasting relationships with our clients by offering personalized attention, reliable advice, and timely support. Through our team of experienced professionals, we strive to empower our clients to make informed financial decisions and achieve their financial goals.

Our Values

At the core of our firm lies a strong set of values that guide our interactions with clients and shape our approach to service. These values are professionalism, responsiveness, and quality.

• Professionalism: We hold ourselves to the highest standards of ethical conduct and proficiency. Our expertise encompasses a wide range of financial disciplines, enabling us to offer comprehensive solutions tailored to each client's unique needs.

• Responsiveness: We understand the importance of timely communication and efficient service. Our team is dedicated to promptly addressing client inquiries, providing clear and concise explanations, and delivering results within agreed-upon timelines. Clients can expect to be heard and receive personalized attention at every step of the process.

• Quality: We are relentless in our pursuit of excellence. We continuously invest in professional development to stay abreast of the latest industry trends and regulations. Our commitment to quality extends to every aspect of our service, from initial consultations to final deliverables.

Services Offered

Our firm provides a comprehensive range of financial services designed to meet the diverse needs of our clients. We cater to individuals, families, and businesses of all sizes, offering personalized solutions for a wide spectrum of financial matters.

Services for Individuals

We understand that individual financial needs are unique and multifaceted. Our team offers tailored services to help individuals achieve their financial goals, including:

• Retirement Planning: We develop customized retirement plans to help individuals accumulate and manage their savings for a comfortable retirement. Our services include asset allocation strategies, retirement income planning, and retirement distribution strategies.
• Estate Planning: We assist individuals in creating comprehensive estate plans that protect their assets and ensure their wishes are carried out according to their intentions. Our services encompass will and trust creation, probate avoidance strategies, and healthcare directives.
• Elder Care: We provide specialized guidance for families navigating the complexities of elder care, including financial planning for long-term care expenses, estate planning for aging individuals, and Medicare and Medicaid planning.
• Probate Accounting: We assist families in settling the estates of deceased loved ones, including handling asset identification, valuation, distribution, and tax filings.

• Wealth Management: We offer a holistic approach to wealth management, encompassing investment management, tax planning, estate planning, and financial planning. Our goal is to help individuals preserve, grow, and transfer their wealth effectively across generations.

Business Services

We provide a comprehensive suite of services to support the financial needs of businesses of all sizes.

• Small Business Accounting: We offer comprehensive accounting services tailored to the unique requirements of small businesses, including bookkeeping, financial statement preparation, tax preparation, and financial consulting.
• Bookkeeping Services: Our experienced bookkeepers maintain accurate and up-to-date financial records, ensuring compliance with accounting principles and regulations.
• Payroll Compilations: We manage payroll processes efficiently and accurately, ensuring timely and compliant payment of wages and taxes.
• Forensic Accounting: We conduct in-depth investigations into financial matters, providing expert testimony and analysis in legal proceedings.
• Cash Flow Management: We assist businesses in optimizing their cash flow, proactively identifying potential shortfalls and implementing strategies to improve liquidity.

• Business Valuation: We provide professional valuations of businesses for a variety of purposes, including mergers and acquisitions, estate planning, and litigation support.
• Business Advisory Services: We offer strategic guidance and advice to businesses on a wide range of financial and operational matters, helping them achieve sustainable growth and profitability.
• Financial Planning for Businesses: We develop comprehensive financial plans for businesses, encompassing cash flow forecasting, budgeting, profitability analysis, and long-term strategic planning.

• Succession Planning: We assist business owners in developing plans for the successful transition of ownership and management, ensuring the long-term sustainability of their businesses.
• New Business Formation: We guide entrepreneurs through the process of establishing new businesses, providing assistance with legal structure selection, tax planning, and operational setup.
• Non-Profit Organizations: We offer specialized financial services to non-profit organizations, including budgeting, fundraising support, grant writing, and compliance with tax regulations.
• Internal Controls: We assess and improve the internal controls of organizations, reducing the risk of fraud, error, and mismanagement.

• Litigation Support: We provide expert testimony and financial analysis in legal proceedings involving businesses and financial matters.

Tax Services

Our team of tax professionals provides a comprehensive range of tax services to individuals and businesses.

• Individual Tax Preparation: We prepare accurate and timely federal, state, and local income tax returns for individuals, ensuring compliance with all applicable tax laws.
• Tax Preparation for Businesses: We assist businesses in preparing various tax filings, including corporate income tax returns, partnership returns, and LLC tax returns.
• Tax Planning: We develop proactive tax planning strategies to minimize tax liability and maximize after-tax returns for individuals and businesses.

• Estate & Trust Tax Services: We provide specialized tax services related to estates and trusts, including estate tax planning, trust administration, and gift tax compliance.
• Cryptocurrency Accounting Services: We offer expertise in accounting for cryptocurrency transactions, ensuring compliance with tax regulations and providing guidance on capital gains tax implications.
• Tax Relief: We assist individuals and businesses facing tax problems, including offering solutions for back taxes owed, IRS audits, and offers in compromise.
• IRS Audit Representation: We represent individuals and businesses in IRS audits, providing expert guidance and advocacy to protect their rights and minimize potential liabilities.
• Non-Filed Tax Returns: We help individuals and businesses resolve tax obligations for past years by preparing and filing outstanding tax returns.

• Back Taxes Owed: We develop strategies to address back tax liabilities, including installment agreements, offer in compromise negotiations, and penalty abatement requests.

• Payroll Tax Problems: We assist businesses in resolving payroll tax issues, including unfiled payroll tax returns, underpayment penalties, and wage garnishments.
• IRS Liens and Levies: We help individuals and businesses deal with IRS liens and levies by exploring options for resolution, such as payment plans, offer in compromise, and bankruptcy.
• IRS Seizure: We offer guidance and support to individuals and businesses facing IRS seizures of assets, exploring options to protect their interests.

• IRS Payment Plan: We help individuals and businesses establish IRS payment plans to manage their tax liabilities over time.
• Offer in Compromise (OIC): We assist individuals and businesses in negotiating offer in compromise settlements with the IRS to resolve significant tax liabilities.
• Bankruptcy: We guide individuals and businesses through the bankruptcy process, ensuring their financial rights are protected.

Get Your IRS File Services

• Do you need help with a complex IRS issue?

• Let us guide you through the process.

Services for QuickBooks

We recognize the essential role QuickBooks plays in managing small business finances. Our dedicated team offers comprehensive support for QuickBooks users, encompassing setup, training, troubleshooting, and ongoing optimization:

• QuickBooks Setup: We assist businesses in setting up their QuickBooks software correctly, configuring chart of accounts, integrating with bank accounts, and ensuring smooth operation.
• QuickBooks Training: We provide customized QuickBooks training programs to empower businesses to use the software effectively. Our training covers various aspects, including data entry, financial reporting, invoicing, and payroll management.
• QuickBooks Answers: We offer comprehensive QuickBooks support services, answering questions, resolving issues, and providing guidance to maximize software functionality.
• QuickBooks Tune-Up: We perform comprehensive QuickBooks system tune-ups, optimizing performance, identifying potential issues, and ensuring data accuracy and security.

Industries We Serve

We have extensive experience serving a wide range of industries, tailoring our services to meet the unique financial challenges and opportunities of each sector:

• Construction
• Dentists
• Healthcare
• Hospitality
• Law Firms
• Manufacturers
• Real Estate