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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Accounting Services
Audits, Reviews and CompilationsBased on knowing your industry and your individual needs
The need for accounting services can be as unique as your business. Your business may be outgrowing your accounting system. You may need to strengthen internal controls. Our understanding of your business, its operation and specific requirements lets us provide customized audit and accounting support.
Our help can range from bookkeeping and financial statement compilations to full reviews and audits of financial statements. We can also perform an internal control evaluation or a cash flow analysis, or help you develop internal financial management tools–as business, financing, or regulatory situations require. Whatever services we provide can serve as a springboard to suggest possible improvements in your internal controls and operations.
Our Audit and Accounting Services Include:
❏ Audits of annual and interim financial statements
❏ Review and compilation services
❏ Agreed-upon procedures
❏ Personal financial statements
❏ Bookkeeping services
❏ Cash and working capital management
❏ Perform computer processing of clients’ books of original entry and general ledger
❏ Produce individualized special reports, including projections, forecasts, budgets, cash flow and break-even analyses
❏ Maintain books and records and prepare payroll tax reports, sales tax returns and other required forms
Tax Services
Tax Planning & PreparationProviding continuing tax counsel
Borislow, Factor & Kaufmann, LLC professionals can provide the continuing tax counsel you require to make tax-smart financial decisions throughout each tax year–for both business and personal income.
Our Tax Services Include:
❏ Develop long-range and short-range tax planning and projections for individuals and businesses
❏ Prepare federal, state and local tax returns for individuals, partnerships, corporations, retirement plans, trusts, non-profit organizations and estates
❏ Provide representation for examinations by federal, state and local taxing authorities
❏ Plan for minimizing estate and gift taxes in coordination with legal advisors Consulting Services
Consulting ServicesCreating practical solutions to your business problems
Our full range of consulting services addresses both your immediate needs and your long-range goals. You may be considering, for example, leasing or purchasing a new building or offering a new product line. We are objective problem-solvers who can analyze your problem using a broad perspective gained from experience with many types of businesses. We will examine your financial or business situation closely, present a range of practical options to you, and plan a realistic solution with you.
Our Consulting Services Include:
❏ Strategic business planning
❏ Business valuations
❏ Computer needs analysis
❏ Computer software/hardware selection
❏ Computer installation and training
❏ Budget planning and financial forecasts
❏ Inventory management and cost accounting
❏ Litigation support
❏ Bank negotiation
❏ Employee benefit planning
❏ Retirement and estate planning
❏ Evaluating and structuring business acquisitions
❏ Records retention and management
❏ Financial projections
❏ Assist in structuring new business organizations
❏ Design and implement accounting systems
❏ Assist in securing financing
❏ Design workable succession plans including buy/sell agreements, public sale and estate planning
❏ Perform comprehensive business valuations and advise on sale/purchase decisions
❏ Design and implement executive compensation and incentive plans
❏ Analyze financial and tax consequences of lease/buy decisions
❏ Recruit and train accounting and bookkeeping personnel Miscellaneous
College Funding ServicesPlanning for your children's future
Our college funding department can assist you with planning and funding your children and grandchildren's college education.
Our College Funding Services Include:
❏ Assist in college financial aid process
❏ Evaluate academic and tax strategies that could lower your cost of college
❏ Develop college funding plans Financial Advisory ServicesAs advisors to your business...a logical step(Services offered through Wharton Advisory Group, a registered investment advisor) The principals of Borislow, Factor & Kaufmann, LLC, through an affiliation with Wharton Advisory Group, offer a personalized, systematic approach for financial advisory services. As advisors to your business, it is a natural and logical step for our principals to provide your financial advisory services. We can help you to achieve your goals–a secure retire- ment, education for your children and a succession plan for your business that makes sense for you and your family. Our Financial Advisory Services Include: ❏ Money management and budgeting ❏ Cash flow and tax saving strategies ❏ Retirement spending or financial independence goals and projections ❏ The estate plan including structure and tax savings ❏ Investment plan with an appropriate asset allocation to meet your goals ❏ Risk tolerance and time horizon ❏ Educational planning ❏ Develop an investment policy for the benefit plans | 
