Business Consulting [top]
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Business Entity Selection [top]
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Cash Flow & Budgeting Analysis [top]
Understanding your cash flows is a vital part of personal finance. We assist clients in developing budgets and understanding their current cash flow. We also help develop reasonable budgets so clients achieve both short term and long term goals.

Estate Planning [top]
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order and transitioning the assets to future generations

Financial Planning [top]
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Your goals may include funding education, estate planning, retirement planning, investment planning and asset allocation, cash management and budgeting, risk management and insurance or business transfer. As a CPA firm, we have a thorough working knowledge of the interrelated effects of income, gift and estate taxation on financial products, and how various vehicles such as trusts, insurance products and closely held businesses can be used to achieve your goals. A well-qualified financial advisor should work with you to prepare your plan. As objective fee-based financial consultants, our loyalty is to our clients, not to a product we are trying to sell. We also have knowledge and experience to incorporate tax planning into your Personal Financial Plan. We believe our success has been the result of the timeliness and quality of our service.

IRS Representation [top]
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Mergers & Acquisitions [top]
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Payroll Services [top]
Payroll tax issues can be one of the most time consuming parts of running a small business. It is difficult to keep up with the ever-changing regulations for both federal and state payroll withholding and reporting. Our staff can guide you through this maze. We offer the following services:

• Applying for payroll withholding identification numbers
• Training in figuring withholding and deposit due dates
• Preparation of payroll earnings reports for all employees
• Preparation of quarterly payroll reports
• Preparation of year-end W-2's

Retirement Planning [top]
We assist our clients in all areas of retirement planning starting with the accumulation phase through the distribution phase. In the accumulation phase, we work with our clients to determine how much they will need for retirement and develop plans to accumulate the needed assets. Planning does not stop when one reaches retirement. Many individuals will have retirements of more than 30 years. It is extremely important to develop plans to correlate the distribution phase with the client's life expectancy so they do not outlive their retirement funds.

Tax Planning [top]
Tax planning is an essential element of the tax preparation process. Whether you are an individual or you have an existing company or a start-up business, taxation is a major factor in the decision making process. Trying to keep taxes low while keeping profits high requires sound planning and timely advice. By staying abreast of changes in the ever-evolving world of taxation, we at Hamilton Juffer & Associates, LLP. can offer our clients sound, money-saving advice.

Tax Compliance Services [top]
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future ta x liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax planning & return preparation services offered include but are not limited to:  

• Individuals
• Corporations
• Partnerships
• LLCs/LLPs
• Estates, trusts & gift
• Not-for-profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business
• Employee benefit consulting