Pizzolo Klein Accounting and Tax Services
Pizzolo Klein
Accounting and Tax Services
Working With You
CONSULTING
Analysis of your current small business transactional environment and recommendations to
best practices including tools available to bring it to the next level.
Comprehensive bookkeeping and accounting services to maximize efficiency and minimize errors as you are growing your business to operate at maximum potential.
TAX SERVICES
Personal and business tax financial matters. Strong communication with accurate details in a responsive and accurate manner. We understand the sensitive nature of these cases.
Senior Accounting Services
As our family members get older, they may need help with daily activities including financial tasks. We offer assistance with their daily finances and business duties as you are kept informed every step of the way. Your family member's needs are being met and you have peace of mind.
Bills
Reviewing and paying household bills, record keeping and budgeting.
Assistance with check writing and balancing the checkbook.
Receiving money, tracking and depositing.
Consultations
Second opinions regarding unexpected household issues and situations.
Help handling financial transactions such as home repairs, routine maintenance and emergency medical expenses.
Organization
Organizing incoming and outgoing mail.
Monitoring and reviewing personal, legal and financial documents to determine what needs to be addressed.
Preparing, planning and filing income, trust, gift and estate tax.