Paul P. Joseph, CPA, CFE, CFS

Are you spending more time trying to manage your books than you are your business? Getting bogged down with your payroll because it’s both time consuming and confusing? Do you want experienced professional to handle your accounting tasks, but can’t afford a full-time CPA? You will be attracted by the cost and you’ll be amazed by the quality. Since the accounting can be handled offsite, we can pass on incredible savings to our clients. Comprehensive Tax, Accounting and Payroll Services – customized to your needs. We can have you ready for year-end with our sound tax planning. We offer federal, state, city, and county income tax preparation as well as transfer price analysis. Accounting services include sales, cost accounting, inventory & profitability reporting. Payroll, benefits and human resource management services available. At Paul Joseph CPA, accounting & taxation is a specialty.

Tax Planning

Tax Planning is vital to both business and individual clients. We are determined to help you pay the minimum amount of taxes allowable and to know in advance what your tax liability will be.

Tax Preparation

Tax Preparation of returns for individuals and businesses (corporations, partnerships, and sole proprietorships). We are well versed in the preparation of the required federal, state and local tax returns.

Financial Accounting

Finacial Accounting is a basic need and important strategic and evaluation tool for any business. We offer assistance in financial statement preparation utilizing various accounting software programs and can act as an off site controller or consult on your self-generated financial information.

Mediation

Mediation has become a popular forum for the resolution of disputes. We have the training and experience to assist the parties in a dispute in coming to a resolution that they have crafted. The process addresses the emotional aspects to a disagreement as well as the financial aspects. We offer both court ordered mediation (after a lawsuit has been filed) and facilitative mediation for the parties prior to filing of a lawsuit.

Arbitration

Arbitration has some similarities to mediation. The main difference is distinguished by who is ultimately determining the resolution. In arbitration, the parties each present their position and a neutral third party makes a decision. Arbitration is sometimes referred to as an alternate court system. We offer both court ordered arbitration as well as pre-litigation arbitration.

Financial Discovery

Financial Discovery can be utilized in the context of litigation, mediation, arbitration, and business operations. Most conflicts have a monetary aspect to them. We can provide expert assistance in requesting and reviewing the pieces of financial information that are important in a dispute or misappropriation setting.

Litigation Support

Litigation Support is provided to attorneys and their clients in a lawsuit situation. We have experience in the calculation of damages, testifying as an expert witness, deposing opposing expert witnesses, review of data obtained during discovery, determination of discovery data requests, tax effect of settlements and identification of the assets of a marital estate.

Financial Planning

Financial Planning for educational needs, parent's medical expenses, and personal retirement goals are just a few of the services we provide. Whatever your financial goal, we can assist you by providing the data you need to consider in your planning as well as the most tax-effective way of getting to that goal.

Succession Planning

Succession Planning is important in small to medium size businesses, especially those that are family owned. There are many emotional and financial aspects when business ownership interests are changed. We can help you determine the mechanisms for paying less or no tax on a business transfer. But more importantly, we can help one generation in the struggle to hand over the "reigns" to another generation.

Business Acquisitions or Disposals

Business Acquisitions or Disposals may involve the single biggest investment of an individual's life. We have been involved in hundreds of business transactions are unique in that we bring the skills of both law and tax expertise to the situation

Accounting & Bookkeeping

At Paul P. Joseph, CPA, we offer traditional accounting services and business consulting for small and medium-sized businesses. We assist clients to improve their efficiency and profitability offering a broad range of advisory and support services that are fully integrated to deal with even the most difficult issues of financing.

Business Consulting

We'll show you how to set your business up for success: business planning, financial forecasting, hiring a blend of full and part-time employees, using independent contractors, and more. We also have software that helps you operate more smoothly and efficiently.

Business & Personal Financial Planning

Making the right decisions can make or break you. Any accountant can tell you where you've been. We will help you plan your future and help develop a strategy to achieve your goals.

IRS Representation

Audits happen. We will not only advise you, but will also represent you if your number comes up. Think of us as your hired guns. You may not even have to talk with the IRS.

Payroll Services

We can meet all of your payroll processing needs, from paycheck preparation and calculation to the filing of payroll tax returns, to setting up your retirement and other benefit plans.

QuickBooks® Software Training & Support

As Certified QuickBooks Advisors, we can meet all of your QuickBooks Software needs. We offer seminars, training at your office, and support. We want to help you to be able to manage your business successfully with the use of this tool.

Retirement Planning

With our help, you can be comfortable during your golden years. We can set up retirement plans, IRAs, Roth IRA's, and other investment tools to provide for your retirement years.

Year-round Business and Personal Tax Planning and Preparation

We're here for you throughout the year to help you save on taxes and avoid IRS trouble. Our tax experts stay up-to-date on the latest tax laws. The key is to start planning today.