RESOURCES & FORMS

Whether required by federal or state regulation, contract or grant award, financial institutions, or other internal purposes, our experienced team of accountants will perform timely and efficient audit, review and compilation engagement services at competitive fees. Auditing services are performed in accordance with auditing standards generally accepted in the United States of America, and may be performed in accordance with Government Auditing Standards, as required. Compilation and review services are performed in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants.

As a member of New England Peer Review, the Firm subjects itself to a process designed to assist certified public accountants achieve continuous improvement of the quality of services provided. The process consist of continuous self-monitoring of our quality control system, and an external review by a qualified, independent firm, every three years, under the guidelines of the American Institute of Certified Public Accountants.

We provide a comprehensive service of complete tax filings for individuals and all types of entities in all 50 States.

We can guide you as to the implications of all types of filing entities. As well, we will advise you as to what constitutes nexus, both nationally and internationally.

Compliance is the key element to avoid unnecessary interest and penalties.

We can help you write and develop a customized plan. Or we can work with you to tweak the one you have. We’ll ask the right questions and point out any flaws in your accounting theories. With the plan, you’ll be ready to meet with the bank for financing, or you can use it to develop your strategies for running a business.

It’s important to know which kind of entity to form. With our years of experience, we may be able to explain things you haven’t considered. If you are not worried about liability from third parties and want complete control of your money, a proprietorship may be the answer. On the other hand, in our litigious society, a corporation may be the best protection for you. Whatever you decide, our experienced team can assist you in making the right decision, whether for tax purposes, or maximizing profits, or limiting liability. We will present the facts to you and allow you to make the decision..

As members of NACVA and the AICPA, the Firm adheres to standardized practices as outlined in the codes of standardized procedures.

In the Estate and Trust arena, Caliri, Mancini & Barbieri, PC works with you and your attorney to prepare a comprehensive estate plan. By anticipating possible tax ramifications and the consequences of various estate planning strategies, we will develop a plan that minimizes potential tax liabilities for your beneficiaries.

In addition, we can assist in the probate and estate closing process in reviewing and preparing estate tax returns.

These issues require compliance with Rule 55-60 as promulgated by the Internal Revenue Code.