Services

At Gessman and Company, Inc., we are committed to maintaining long term relationships with our clients and giving the highest level of services, including:

Tax planning and Compliance Services

  • Research Tax Planning and Projections
  • Federal and state tax preparation for individuals, corporations, partnerships, not for profits, limited liability companies, trusts and estates
  • Tax Representation including notice resolutions
  • Estate & Trust Tax Planning and Preparation
  • State and local tax issues (SALT) including Nexus analysis

Financials statements

  • Financial statement preparation as required by business needs of business owner
    • such as: loan covenant required financial statements
  • Financial Forecasts and Projections
  • Historical Performance Analysis

Management Consulting

  • Compensation planning
  • Succession planning
  • Business formation services including entity selection, record keeping, initialization and maintenance of bookkeeping systems

Other

  • Retirement planning
  • College planning
  • Insurance planning

These are just a few of the services we offer!  Please contact us for a complete listing.

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