IMPORTANT COVID-19 INFORMATION BELOW
COVID 19 PRECAUTIONS: WE WILL NOT BE HAVING IN PERSON OFFICE APPOINTMENTS.
You have the following options:
- You may mail your completed organizer.
- You may place your completed organizer in the mail slot in our front door.
- You may call to schedule a telephone conference.
- We now have a Mail Slot in our office door for client’s packets.
- Once we process your return, it will be mailed to you.
At Robert L. Kristel, P.C. Certified Public Accountants, located in downtown Schenectady, N.Y., we are committed to our clients. We believe in personalized service. We maintain a close relationship with our clients through on-going communication. We welcome inquiries from our clients and encourage them to call us to help them solve their financial, accounting and tax problems. We are always responsive to our client’s needs. Our goal is to improve our client’s profitability. Many of our clients are closely held businesses and rely on us to help them reach their long term goals. We assist in both business and personal financial planning. We provide financial management services as well as investment advisory services. Through the years we have established relationships with many of the local attorneys, bankers and investments firms and their investment advisors. We are members of the American Institute of Certified Public Accountants and the New York State Society of CPA’s. We participate in the AICPA’s Peer Review Program and its continuing education program.
We have made significant investments in our computerized tax preparation system and training of our experienced tax preparers. Our research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance. We review the completed financial statements with our clients for a better understanding of their business. The financial statements produced are a useful tool for management making decisions.
Investment Advisory Services
Our firm has been assisting clients with their investments by working with them and their financial advisors. We review the client’s investment portfolios with them and their financial advisors to make sure that our clients are getting the best possible returns on their investments.
IRS and New York State Representation
We have years of experience dealing with many taxing authorities and have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state agencies.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.
Estate & Trust Planning
Effective estate and trust planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.
We can guide you through the complex process of getting your financial affairs in order.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to- day tasks associated with bookkeeping.
Mergers & Acquisitions
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; competitive tactics and position; financial impact and cash flow considerations.
Business Entity Selection
Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, Limited Liability Company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business entity for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different areas. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.