Profits and Business Health

  • Profit improvement planning

  • Internal matters such as operational reviews and internal control evaluations

Business Advisory

Jeffrey Etzin, CPA offers more than most accounting firms. Not only do we assist with financial management, we can also advise you on business formation, operations and strategic planning. We will help you make smart financial decisions that will benefit your business in years to come.

Business Formation and New Business Advisory 

One of the most important decisions for business owners is determining which form of ownership is most advantageous: corporation, limited liability company, partnership or sole proprietorship. We have the experience and expertise to:

  • Advise you concerning the implications of the various options

  • Assist you in the process of setting up the entity with state and federal taxing authorities

For existing businesses, we can evaluate the current structure to determine if another option may be more favorable. We can also assist with the conversion should one be recommended.

Major Business Transitions

  • Buy/sell agreements and facilitation for these transactions

  • Succession planning for smooth transitions and help with other family business issues

  • Acquisitions and mergers recommendations and guidance throughout the process

“Jeffrey Etzin, CPA has been our personal and business accountant for many years. In that capacity he has not only looked after protecting our personal financial position but also has made sure we are maximizing our business profit potential within the guidelines of local, state and federal agencies. He brings a very complete working knowledge of the many facets of accounting, and a unique ability to explain the ramifications of any new legislation so we can do what is in our best interest. He offers a willingness to research any question we may have, and does it in very timely fashion. He is easy to get a hold of and returns any calls or emails promptly. We would highly recommend Mr. Etzin to anyone seeking a totally honest individual and professional accountant/advisor.”

Business and Financial Consulting Services 

In addition to business formation, we offer expert guidance, advice and support for a variety of small business needs in these areas.

Business Advisory

Jeffrey Etzin, CPA offers more than most accounting firms. Not only do we assist with financial management, we can also advise you on business formation, operations and strategic planning. We will help you make smart financial decisions that will benefit your business in years to come.

Business Formation and New Business Advisory 

One of the most important decisions for business owners is determining which form of ownership is most advantageous: corporation, limited liability company, partnership or sole proprietorship. We have the experience and expertise to:

  • advise you concerning the implications of the various options

  • assist you in the process of setting up the entity with state and federal taxing authorities

For existing businesses, we can evaluate the current structure to determine if another option may be more favorable. We can also assist with the conversion should one be recommended.

Business and Financial Consulting Services 

In addition to business formation, we offer expert guidance, advice and support for a variety of small business needs in these areas.

Major Business Transitions

  • Buy/sell agreements and facilitation for these transactions

  • Succession planning for smooth transitions and help with other family business issues

  • Acquisitions and mergers recommendations and guidance throughout the process

Profits and Business Health

  • Profit improvement planning

  • Internal matters such as operational reviews and internal control evaluations

“Jeffrey Etzin, CPA has been our personal and business accountant for many years. In that capacity he has not only looked after protecting our personal financial position but also has made sure we are maximizing our business profit potential within the guidelines of local, state and federal agencies. He brings a very complete working knowledge of the many facets of accounting, and a unique ability to explain the ramifications of any new legislation so we can do what is in our best interest. He offers a willingness to research any question we may have, and does it in very timely fashion. He is easy to get a hold of and returns any calls or E-mails promptly. We would highly recommend Mr. Etzin to anyone seeking a totally honest individual and professional accountant/advisor.”

Learn more about our services.