Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Providing insight into our client's financial situation guides them down the path to success. The accounting professionals at Lichtenstein, Briefman and Sabella PLLC take a detailed look at each of our prospects and clients' situations to properly guide them down the path to growth and success in this ever-changing business landscape. Our accounting services offerings apply to all industries and service providers with our unique, individualized approach giving business owners, managers, decision-makers, and individuals the strategic advice essential to their success. We provide accounting and business advisory services throughout the United States and internationally through our affiliation with Moore Global Network Limited.


Lichtenstein, Briefman and Sabella PLLC provides the following Business and Accounting services:

• Account reconciliations
• Accounts payable/receivable
• Audit and tax schedules
• Bookkeeping and bill paying
• Budgeting, forecasting and projections
• Cash flow monitoring
• Cloud-based accounting software solutions
• Financial analysis
• Financial statements preparation
• Fixed asset management
• General ledger accounting
• Implementation of new accounting software packages
• Management financial reports
• Month-end closing
• Sales tax and payroll tax return preparation
• Tax compliance and planning

Individual and family Tax

Lichtenstein, Briefman & Sabella PLLC professionals can identify and help you implement tax planning strategies to both reduce and defer your current and future tax, sometimes for many years, thereby helping you maximize available cash. Would you like to investigate long-term tax planning, such as gift and estate tax reduction, retirement planning, the potential benefits of a family limited partnership, or charitable giving to a private foundation or public charity?

Whatever your interest, tax planning should be an important facet of your total financial planning process. Our personal and fiduciary tax practice is aggressive in protecting your interests. From immediate concerns to long-term planning, we can help you establish a tailored tax and financial plan that incorporates the complete picture of your family’s financial status and goals.

Depending on your needs, the planning process may include such elements as:

• Charitable giving planning
• Education funding strategies
• Estate and gift tax planning
• Expatriate tax matters
• Minimizing the impact of the alternative minimum tax
• Multi-year tax projections
• Retirement planning and distributions from qualified plans and IRAs
• Succession planning
• Tax strategies related to investment planning and capital gains
• Year-end tax planning

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 1,000's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Lichtenstein, Briefman & Sabella PLLC Family Office and Concierge Services uses an integrated approach to manage a family's investments, assets, taxes, philanthropic activities, trusts, and legal and estate matters. By leveraging the experience of our talented professionals in conjunction with the trusted relationships we have with other providers, such as attorneys and wealth management advisors, we can help turn today's financial successes into sustainable personal wealth for you and your family. 

By engaging Lichtenstein, Briefman & Sabella PLLC Family Office, you will have one point of contact that will safely manage your personal financial organization, including your overall wealth and tax positions. We focus on providing innovative, flexible financial solutions to families and individuals of substantial wealth. Our experience, combined with leading edge technology, offers our clients personalized service that meets their complex financial needs.
 

Benefits of Our Services:
 

Entrusting Lichtenstein, Briefman & Sabella PLLC Family Office with your personal financial management will enable you to properly structure your wealth as well as help you preserve it for future generations. Additional benefits of our services include:

• Continuous Strategic Guidance— Our team of professionals will provide you and your family with continuous guidance regarding your personal finances—promoting peak performance.
• Decreased Expenses—Streamlining your personal financial organization often helps eliminate unnecessary waste, resulting in significant savings.
• Reduced Risk of Fraud— Lichtenstein, Briefman & Sabella PLLC Family Office high level professionals will leverage their experience to identify signs of fraudulent activity and develop methods for proper internal controls.
• Successful Estate/Succession Plan Implementation— Collaboration between your family, your investment professionals, attorneys and the Grassi & Co. team will ensure your family's succession plan is implemented as designed.
• Access to Resources— Family members often have questions that go beyond basic family investments. Selecting Lichtenstein, Briefman & Sabella PLLC Family Office will provide you and your family with regular access to conflict-free tax, accounting and business advice.

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.