Mike Raitt, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Mike Raitt, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
Tax Management Services
Estate and Trust Planning and Tax Preparation
Bookkeeping/Write-up
QuickBooks Accounting Help and Assistance
Employee Benefits, Pension, and Profit-Sharing Plans
Financial Projections and Forecasts
Accounting Services
Financial and Retirement Planning
Entity Selection and Restructuring
Payroll Services
Cash Flow and Budgeting Analysis
Tax Management Services
At Mike Raitt, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. 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. Request information about Tax Management Services below
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Mike Raitt, CPA 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
Cash flow budgeting and forecasting
Personal financial statements
Employee benefit and profit-sharing plans
Corporate tax planning and return preparation
Litigation support
Request information about Accounting Services below
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Mike Raitt, CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss. Request information about Estate and Trust Planning and Tax Preparation below
Financial and Retirement Planning
Mike Raitt, CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Mike Raitt, CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals. Request information about Financial and Retirement Planning below
Bookkeeping/Write-up
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Mike Raitt, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Request information about Bookkeeping/Write-up below
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Mike Raitt, CPA 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. Request information about Entity Selection and Restructuring below
QuickBooks Accounting Help and Assistance
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively. Mike Raitt, CPA offers the following solutions to help meet your QuickBooks needs:
Personal Training
We train you personally! Either one-on-one or several individuals within your organization at your company's location. Installation
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode. Setup
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup. Support
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance. Review
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business. Request information about QuickBooks Accounting Help and Assistance below
Payroll Services
Mike Raitt, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. Request information about Payroll Services below
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Mike Raitt, CPA can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages. Request information about Employee Benefits, Pension, and Profit-Sharing Plans below
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Mike Raitt, CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Request information about Cash Flow and Budgeting Analysis below
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Mike Raitt, CPA 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. Depending on your needs, our work can range from top-level reports to detailed financial models. Request information about Financial Projections and Forecasts below
