LOUIS ZONA CPA, P.C.

Management Consultant
Certified Public Accountant

Services




 The success of our firm is tied to how well we meet the needs of our clients.  The strength of our firm is our ability to communicate to our clients in language they can understand.  We work hard to ensure that our clients understand us and their own unique situations.

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  • Management Consulting
    • Start-up Decisions
    • Continuing Business Problems
    • Employee Issues
    • Insurance Considerations
    • Legal Concerns
  • Tax Management
    • Preparation of all corporate, personal, and business tax returns
    • Extensive tax planning including income and estate taxes
    • IRS representation
    • Payroll taxes

  •  Accounting and Auditing
    • Audits of year-end financial statements
    • Forensic accounting
    • Unaudited financial statements prepared for others (Banks, etc.)
    • Cash flow analysis
    • Ratio and trend analysis
    • Financial statement analysis
  •   New Business Start-Ups
    • Assisting in implementing new accounting and bookkeeping systems
    • Payroll compliance requirements
    • Tax filings
    • Bank loan applications
    • Budgets and forecasts
    • Type of form of business
  • Financial Planning
    • Retirement and Estate planning
    • Investment
    • College
    • Business
    • Succession of family members
  •    Other Services
    • Forensic Accounting
    • Computer Consultations
    • Mergers and Acquisitions
    • Insurance Evaluations
    • Internal Management Studies
    • Lease vs Purchase
    • Business Planning and Business Plans
    • Bank Loan Negotiations

Our Firm's Philosophy
To educate our clients so they might better understand their own unique situations