Grieco & Adelman

At Grieco & Adelman LLC, we believe that every business owner and individual deserves to have a comprehensive understanding of their financial situation. Our team of dedicated professionals is here to help you navigate the complex world of accounting, tax planning, and financial management. We take pride in providing personalized services that cater to your unique needs and goals.

Our Values

Our core values revolve around integrity, expertise, and personalized service. We understand that financial matters can be sensitive and stressful, which is why we strive to create a comfortable and secure environment for our clients. Our commitment to transparency, accuracy, and efficiency ensures that you receive the best possible advice and assistance. We believe in fostering long-term relationships built on trust, respect, and mutual understanding.

Our Team

Our team comprises experienced accountants, tax specialists, and financial advisors who are passionate about helping individuals and businesses achieve their financial objectives. We continuously update our knowledge and skills to stay current with the latest trends, laws, and regulations in the accounting and tax industry. This enables us to provide you with the most effective and up-to-date solutions.

Services

We offer a wide range of services designed to meet the diverse needs of our clients. These include:

• Business Services: Our business services are tailored to help entrepreneurs and executives manage their financial affairs efficiently. We provide small business accounting, bookkeeping services, payroll management, audits, reviews, compilations, forensic accounting, cash flow management, business valuation, business advisory services, financial planning, succession planning, new business formation, and internal controls.

• Tax Services: Our tax services aim to help individuals and businesses navigate the complex tax landscape. We offer individual tax preparation, tax preparation for businesses, tax planning, estate and trust tax services, tax relief, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, innocent spouse relief, and getting your IRS file.

• Services for QuickBooks: We understand the importance of QuickBooks for small to mid-sized business owners. That's why we provide setup, training, answers to common questions, and tune-up services for QuickBooks.

Financial Planning and Strategy

We believe that financial planning and strategy should be tailored to each individual's or business's unique situation. Our experts will work closely with you to understand your goals, assess your risk tolerance, and develop a personalized financial plan that aligns with your objectives. Whether you're looking to optimize your investment portfolio, manage cash flow, or minimize tax liabilities, we're here to guide you every step of the way.

Tax Strategies for Business Owners and Individuals

Our team of tax professionals is dedicated to helping you maximize your tax savings and minimize your tax liabilities. We will help you understand the tax laws and regulations that apply to your specific situation, identify available deductions and credits, and develop a tax strategy that aligns with your financial goals.

Life Events and Financial Planning

Life is full of unexpected events, and these can often impact your financial situation. Whether you're planning for retirement, dealing with the loss of a loved one, or navigating a major life change, we're here to help you make informed financial decisions. Our experts will work with you to understand your new financial circumstances and develop a plan that ensures your financial security and well-being.

Business Strategies and Growth

We understand that every business is unique and faces its own set of challenges and opportunities. Our business advisors will work closely with you to understand your business model, identify areas for improvement, and develop strategies that promote growth and profitability. Whether you're looking to expand your operations, improve cash flow, or enhance your competitive edge, we're here to provide the guidance and support you need.

Investment Strategies and Risk Management

Investing in the stock market, real estate, or other assets can be a great way to grow your wealth over time. However, it also involves risk. Our investment advisors will help you understand the risks and rewards associated with different investment options, develop an investment strategy that aligns with your risk tolerance and financial goals, and monitor your investments to ensure they remain aligned with your objectives.

Tax Relief and IRS Representation

If you find yourself facing tax problems, such as an IRS audit, back taxes owed, or payroll tax issues, we're here to help. Our tax relief specialists will work with you to understand your tax situation, identify available solutions, and develop a plan to resolve your tax problems as quickly and efficiently as possible.

At Grieco & Adelman LLC, we're committed to helping you achieve your financial goals and overcome any challenges that come your way. Contact us today to schedule a consultation and let us help you navigate the complex world of accounting and tax planning.