Business Services

Virtual Controller Services

We provide accounting, financial & business expertise, and tax services that meet today’s requirements and open doors for tomorrow.
Learn More

Industries Served

Businesses morph every day and the laws that govern also are modified and changed. We pride ourselves on being in the forefront of the various changes that affect industries as they happen.
Learn More

Management Advisory Services

Our Management Advisory Services are intended to provide advice regarding the operations and finances of clients. New businesses always need efficient and objective managerial feedback and existent businesses need fresh perspective. We can help in restructuring and formulating long-term objectives and strategies to promote financial growth.
Learn More

Accounting & Business Consulting

When our clients grow financially and successfully, we grow with them. We measure our success based on our clients’ prosperity. We can help identify problem areas adversely affecting profitability and growth and develop solutions that are practical and technically viable to your specific needs. We provide comprehensive, flexible strategies that help configure a solid foundation to a successful business.
Learn More

Accounting Software Selection & Implementation

With the number of accounting software for small businesses and individuals available on the market growing every day, selecting one that is right for you can be an arduous task. Our experience and exposure have qualified us to be better judges of what adds value to your needs. We are acquainted with working with most existing programs, but we also continuously update our repertoire with upcoming innovations. After we zero in on the program that best caters to your parameters, we help in implementation and offer support wherever needed.
Contact Us Today!

Quickbooks Pro Advisors

One of the premier Accounting software on the market is QuickBooks. It is a comprehensive accounting tool that a user can customize to individual needs from simple vendor and customer contact lists to detailed financial statements and reports. We are a Quick books certified firm. This means that we can advise our clients’ right from the version that best suits their business to overseeing installation, set up and helping them navigate through the software. This helps them utilize it to its full capability effectively and efficiently. We offer personalized training and support to all our clients during and after the initial setup process. We also can assist with reviewing and providing additional resources for accurate bookkeeping and data entry. We can aid in procuring financial statements and reports as needed – monthly, quarterly and annually. We are the one stop shop for any Quick books advise and support.
Contact Us Today!

Sales Tax Services

Sales tax is an integral part of most businesses. Timely collection and submission of Sales tax is imperative to an efficient industry. We can assist in compiling information and preparing returns to keep your business compliant and up to date.
Contact Us Today!

Payroll Tax Return Preparation

All businesses must have a payroll system for accurate reporting of their employees and their earnings. We highly recommend a professional payroll service which ensures compliance with federal and state tax regulations. Business owners are legally obliged to maintain a payroll register and earnings report while providing their employees with payroll checks or direct deposits. We understand that every business is different, and every business had unique requirements and needs. That's why we tailor our flexible payroll solutions to your business to provide the services that you need. We offer a simple web-based payroll system with direct deposit, electronic tax payments, electronic form filing capabilities and an employee hub with pay stub copies and other pertinent information.
Contact Us Today!

Financial Statements

A company’s financial stability and potential is evaluated through its financial statements. So financial statements are an essential component to an industry’s portfolio. The four basic statements include the balance sheet, income statement, cash flow and retained earnings. We can help build these statements, so clients are not intimidated with the task of compiling data for accurate reporting and allocation of funds.
Contact Us Today!

Bookkeeping

Accurate book keeping practices help in presenting factual information on the financial statements. We assist in data entry of all transactions including sales, purchases, receipts, payments, contributions, donations, etc. These transactions will then be reviewed and authenticated through bank statements and reconciliation.
Contact Us Today!

Audit, Review & Compilation

Our work includes a review of internal controls, testing of selected transactions, and communication with third parties. Based on our findings, we issue a report on whether the financial statements are fairly stated and free of material misstatements. To provide the most precise details, we offer three levels of assurance to meet your needs.
Learn More

Tax Planning & Preparation

At SAMY CPA, LLC, we guide our clients through a full range of tax planning & preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow & keeps you on track to your financial goals. Our expertise, experience, analysis & thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Learn More