At Andriy Shepeta Tax Group Inc, we guide our clients through a full range of tax planning and preparation decisions with strategies that might minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

In addition to current income tax preparation, we can also prepare and amend returns from previous years if you haven't filed in a while or you filed incorrectly. No matter what the case, individuals and businesses alike will enjoy the following benefits of using the tax preparation services from Andriy Shepeta Tax Group, Inc.:

• Thorough attention to detail. Not only will we review your tax return multiple times ourselves, but we'll also check and recheck it using our own computer software. This will ensure that we identify any potential problems or math errors in your return before the IRS gets its hands on it.
• Electronic filing. Even though we do our tax return preparation in person, we still file all of our clients' returns electronically, unless specifically excluded by law. This means you get your refund back a lot faster.
• Resources for the future. We'll show you all of the potential deductions that you're eligible for so you can limit your tax liability in the future. We'll even give you a handy sheet with all of the most commonly overlooked deductions that you can hang on to for reference.

At Andriy Shepeta Tax Group Inc., we have a sincere concern for our clients. We want to make sure you get the care and attention you deserve. You're not likely to receive this level of customer service from any of the other tax preparers in New York City!

Individual Tax Preparation

Using a popular software program on your home computer is just no substitute for the expertise of a knowledgeable, certified tax preparer. When you work one-on-one, face-to-face, with a personal income tax preparer, you're in a much better position to ask questions and clarify all of the confusing tax laws out there. Plus, our savvy tax preparers will be able to get a more complete view of all of the deductions and credits that you're eligible for. With the accuracy of our personal income tax services, you'll get the best return possible.

Corporate Tax Preparation

It goes without saying that business tax preparation is a little more complicated. Your books must be detailed and accurate, and you must be in total compliance with all of the federal, state, and local payroll tax laws. That's why business tax preparation services from Andriy Shepeta Tax Group Inc. are a necessity. We'll calculate and file your payroll taxes for you with total accuracy or communicate wqith payroll providers on your behalf. We stay on top of the ever-changing payroll tax laws so you don't have to. We'll also help you prepare your bookkeeping for the year, complete a full Schedule C form, and implement a bookkeeping system to keep your books fully accurate going forward. As a bonus, we can also do your personal income tax preparation at the same time!

Property management services

Dealing with daily maintenance of a property may cause many difficulties for owners and landlords who spend a lot of time travelling for business and work. Our skilled team is available to manage these problems for you. You will not have to worry about tenant's complaints or emergencies anymore. We will take care of all repair, replacement and delivery schedules for you, as well as communication with tenants and building management. We are also coordinating the schedule of apartment showings with your real estate broker and prospective tenants.

Bill payment services & rent collection

With your permission we will happily assist you with timely bill payment of utility bills, cable & internet bills, as well as other maintenance bills for your apartments. We keep in direct contact with your tenants ensuring rent collection on a timely basis.

Unless the business you own is actually an accounting firm, there's a good chance you're not very knowledgeable about bookkeeping or other small business accounting demands. That's perfectly reasonable: Your specialties lie elsewhere. Unfortunately, proper bookkeeping is a critical element of maintaining a financially sound business. But most small business owners are too busy running a business to spend countless hours educating themselves on the ins and outs of accounting. That's where Pro Tax of New York, Inc. comes in. We offer small business bookkeeping services to companies throughout Manhattan and the NYC metro. By working with a small business accountant from our team, you'll be able to focus your time and energy on your own specialties knowing that your company's finances are in good hands.

At Andriy Shepeta Tax Group, Inc., our professionals have been in the small business accounting field for good number of years. With that amount of knowledge and experience, we're extremely savvy at a full spectrum of small business services, from tedious ledger cleaning to big-picture tax planning. You can depend on our small business accountants to provide you with sharp attention to detail, efficient work, and personalized service. Plus, our all-inclusive approach to accounting for small businesses means you get the best value for your investment.

When you hire Andriy Shepeta Tax Group, Inc., you can count on us to perform the following duties either monthly or quarterly:

• Reconciling bank accounts
• Generating income statements
• Generating balance sheets
• Cleaning up the general ledger
• Consulting and training for QuickBooks
• Planning and preparing business taxes
• Personalized Accounting for Small Businesses

One of the great things about our small business accounting services is that they can be built into customized packages, allowing you to get the exact combination of services you need. This is the way we prefer to work. We approach each client with a clean slate because we know that no two businesses are the same. What works for one small business may not work for another. You can count on our small business bookkeeping to address your unique set of needs, but you can rest assured that our dedication to precision and efficiency remains constant. Everyone gets different small business services, but everyone gets the same first-class quality.

Our management advisory services are a natural extension of the relationship we maintain with our clients. We serve as objective researchers, analysts, or advisors to management rather than decision-makers.

The goal is to improve each client's capabilities and resources to meet objectives. This work may range from brief consulting sessions to complete accounting and reporting systems design.

Andriy Shepeta Tax Group Inc's management advisory services are a vital part of the service package. Clients and others in the business community recognize that the experience we gain through our work with financial problems of diverse enterprises has equipped us to render a number of valuable services. We counsel clients in the use of accounting data and the techniques of planning and control which are essential for policy-making groups and administrators who carry them out.

Before accepting a consulting task, we clearly define our role and responsibility, as well as the major tasks to be accomplished, and establish status reporting methods and a timetable for implementation.
In all cases, Andriy Shepeta Tax Group Inc is the advisor - management remains the final decision-maker.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Andriy Shepeta Tax Group, Inc. accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing or coordination with payroll providers
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Corporate tax planning and return preparation

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $100,000 to over $200,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Here's what you get with our Part-Time CFO services...

• More time to focus on new services, new customers and other core business issues.
• Better understanding of the financial side of your business. So you have less surprises and more control over the money.
• Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
• A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
• The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
• A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
• Training and managing your accounting staff.
• Improved quality and timeliness of financial information.
• Budget preparation and monitoring.
• Profitability analysis by service or product line.
• Tax saving strategies.
• Trend analysis.
• Assistance in defining long-range plans and the quantification of goals.
• Cash management.
• Liaison with bankers, attorneys, vendors, insurance agents, etc.
• Assistance in obtaining financing from banks, including assistance with negotiations.
• Review/negotiation of insurance policies.
• Development of company accounting procedure manuals.
• Analysis of equipment purchases, expansions, etc.
• Custom designed collection policies and procedures

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Andriy Shepeta Tax Group, Inc can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs. We have worked with many law firms to minimize the legal fees of start-up enterprises so you get the legal help you need.

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all you plans and ideas locked up inside your head... preparing a strategic plan helps you clarify your company's direction, ensures your key leaders are all "on the same page", and keeps both management and staff focused on the tasks at hand.

A Strategic Plan is often needed when...

• Starting a new venture, product or service
• Expanding a current organization, product or service
• Buying a new business, product or service
• Turning around a declining business

The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

The plan allows you to...

• Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
• Justify that your plans are credible by fully researching the need being filled with your new venture.
• Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.
• Develop staffing plans including identifying the key players, skills, attitudes and expertise needed to build the venture.
• Develop management plans including full descriptions of management systems and timelines for implementation.
• Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.

Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company's success, and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan.
Identify building and equipment needs including vendors and cost estimates.

Formulate company milestones including timelines for upcoming products and services in development.

Remember: Failing to plan is planning to fail.

Incorporating a Business

Are you self-employed or the owner of a startup? Are you interested in incorporating a business? Andriy Shepeta Tax Group, Inc. is at your service. As experienced and savvy tax professionals, we're available to perform small business incorporation services for companies of all sizes. Whether you're the sole member of your organization or you're joined by 100 other people, you can turn to our business incorporation services for help. We're the tax and accounting team in New York City you can trust for unbeatable customer service, steadfast attention to detail, and rates that are actually reasonable. If you want to incorporate a business and enjoy all the tax advantages that come with it, call our team today!

There are a lot of online incorporation Web sites that can start the incorporation process in 10 minutes or less, but these sites don't account for the fact that most first-time business owners require a lot of education and assistance. If you try to incorporate online without the counsel of a knowledgeable accountant, you'll miss out on all of the in-depth financial planning that's crucial for long-term success. However, when you call on the small business incorporation specialists at Andriy Shepeta Tax Group, Inc., you'll receive comprehensive guidance from the get-go. Not only will we help you accurately file all of your new business's tax and financial paperwork, but we'll also provide you with personalized strategies that are tailored to fit every unique facet of your business venture.
Incorporating a business involves:

• Reserving a company name
• Choosing which state to register in
• Deciding on the most appropriate legal business structure (LLC, C-Corp, S-Corp, non-profit, etc.)
• Appointing a registered "agent"
• Obtaining an employer identification number (EIN)
• Setting up a business bank account

Needless to say, it's a long, complicated process to incorporate a business. That's why the accountants at Andriy Shepeta Tax Group Inc. are happy to assist you every step of the way. We want you to enjoy a lifetime of success, and it all starts with the crucial step of incorporation.

Business Incorporation Service That Goes Above and Beyond

The excellent thing about working with Andriy Shepeta Tax Group, Inc., rather than an online incorporation service, is that our team will be here to help even after your LLC or corporation has been formed. We have 5+ years of combined experience in the tax and accounting fields, and we'll be available to assist you with any of your other small business demands as time goes on. Whether it's compiling a balance sheet, maintaining a clean ledger, or tracking profits and losses, our team will do whatever it takes to ensure your success.

No one can predict the future perfectly, but we can all benefit from planning for it. Andriy Shepeta Tax Group Inc combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models. We do not, however, prepare financial forecasts for banking purposes.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Andriy Shepeta Tax Group Inc can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

A wise business owner once said, "Happiness is a positive cash flow." As a business owner, I'm sure you agree. Everything is better when your cash-in exceeds your cash-out.

A cash crisis can be emotionally devastating and it can even kill your business. If you've ever had to beg, borrow and steal to cover tomorrows payroll you know what I mean.

Our cash management service allows you to...

• know when, where, and how your cash needs will occur.
• know what the best sources are for meeting your additional cash needs.
• be prepared to meet these needs when they occur, by keeping good relationships with bankers and other creditors.

The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.

We also prepare historical cash flow statements to help you gain an understanding about where all the money went.

Creating an accurate cash flow projection is just one of the many cash management services we provide. You also get...

• Help obtaining an appropriate line of credit
• Cash collection acceleration techniques
• Proven effective collection policies
• Proven effective payment policies
• Help obtaining the maximum rate of return on your idle cash