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Home > Financial Services > Accountants > Sullivan & Co., CPA's, P.C.
Sullivan & Co., CPA's, P.C.
At Sullivan & Co., they strive to provide personalized, professional services. Experience has taught them that the best financial advice comes from professionals who are intimately familiar with their clients' financial picture as well as their goals. Accordingly, they take extra care to learn about their clients, from their clients, so that they can better assist them. Their relationships with clients tend to be long-term which, in their view, indicates their satisfaction with their services. More importantly though, these long-term relationships give them the ability to better know their clients with each passing year thus enhancing the quality of service they provide.
The members of their firm consist of highly experienced professionals. They are a small firm, and as such, do not have junior members among their staff. Therefore, at Sullivan & Co., the CPA who is interacting with the client is also the CPA who performs the work. They endeavor to provide our clients with the very best professional services possible.
The Company maintains relationships with other professionals practicing in a variety of specialties. If they are unable to assist, you can be assured they will refer you to the right individual or firm. Services provided by this firm; Tax Return Preparation,
Representation Before the IRS, Tax Planning, Business Planning, and Estate Planning.
The Company is experienced in many facets of tax preparation, including filing individual, small business, partnership, and estate returns. They will ensure that you consider all of your legal deductions so you realize your full tax benefit. Their comprehensive interview techniques and computerized return preparation process assure that your return is complete, correct, and presented to you in a timely manner. They can help structure your transactions to minimize the legitimate amount of tax you pay. Through careful evaluation, they will assist you in planning your tax obligations for the entire year, so there won't be any surprises at tax time. They will also be on hand to explain the tax structure so you will know where your money is going.
The Company can assist you in planning to minimize your potential estate tax and maximize the amount you leave to your heirs. With the many uncertainties presently clouding estate tax legislation, it is now more important than ever to assure that adequate planning for minimization of estate taxes is done by a competent advisor.
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