Robust Alternatives Account Services

Tax Planning and Preparation

Development and execution of internal best practices for current and future taxation needs.

Individual Tax Preparation
Business Tax Return Preparation
Gift & Estate Tax Return Preparation
Partnership & Corporate Tax Preparation
Estate and Succession Planning
Out-of-State Returns
Business Start-Ups

We’ll also help you make plans to defer income so that you can save money now and pay less taxes in the future, lower taxes on your income, on your estate and gifts, and on your investments and retirement distributions so that you can maintain your lifestyle and much more.

Budgeting & Cash Flow Forecasting

Developing and validating departmental and company wide budgets for internal planning and tracking.

Developing the system for budgeting
Detailed review of assumptions
P&L Budgets
Cash flow forecasting

Design Bookkeeping Systems

Develop, describe & implement day to day bookkeeping procedures towards safeguarding assets & insuring proper recording of transactions.

Discussion of internal control weaknesses and how to best protect against potential for defalcations
Creating departmental budgets & reporting variances thereto
Ongoing oversight

Cash Flow & Profitability Improvements

Profitability analysis by product line or service
Accelerate billing & collections processes
Lease versus purchase decisions
Excess cash investment decisions
Comparison of historical results to industry data
Review and analyze trends