Client Services

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.


Tax Compliance & Advisory Services

A significant consideration for any business or individual is the tax effect of their activities. Given that the tax laws are constantly in a state of flux, we respond by staying abreast of our clients’ plans for the future, identifying relevant tax opportunities, and then assisting in understanding those opportunities and evaluating their worth given each client’s specific circumstances. Our goal throughout this process is to create value for our clients by rendering efficient, cost-effective services.

Another thing that separates Edward M. Axelrod, C.P.A., P.C. is our idea of the tax season. To us, tax time is all the time. Yes, we’re sticklers about deadlines and compliance, but our larger goal is tax management so we keep a year-round eye on new and pending tax laws.

Another critical factor in tax preparation and planning is the readiness of the accounting firm to respond in the event of an IRS or state audit, at Edward M. Axelrod, C.P.A., P.C. although we take advantage of every tax law to maximize your tax savings, we do it in a way that prepares us in the event of an audit. We also guide our clients through the complete audit process and are always by their side.

Our proactive approach to taxes sets us apart. In addition to providing ongoing advice, we offer a number of specific tax services.

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Litigation Support & Forensic Accounting Services

Edward M. Axelrod, C.P.A., P.C. has extensive experience providing support services to litigation teams. Our work providing expert testimony, business valuations and forensic accounting has become an increasingly valued service for attorneys and clients involved with litigation.

The evidence supplied by a forensic accountant can result in a successful legal action. Our involvement with pre-trial conferences, discovery interrogatives, cross examination assistance, financial report analysis, depositions and ongoing accounting support makes us an integral part of the litigation team.

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Business Valuation Services

Establishing an accurate assessment of value for any business, enterprise or minority interest requires in-depth specialized knowledge. Business valuation professionals have practical experience as Certified Public Accountants (CPA’s). Our firm’s varied experience and training in valuation theory and application, litigation support, accounting, tax, auditing, finance, insurance, economics and investments enables us to provide the client with a comprehensive analysis and competent valuation.

Some of the most frequent occasions when a business valuation is needed are:

• Estate, gift and tax planning

• Divorce

• Family Limited Partnership requirements

• Buy/Sell agreements

• Mergers and acquisitions • Rebuttal of opposing valuation reports for IRS or court proceedings

Edward M. Axelrod, C.P.A., P.C. has dedicated highly trained and experienced CPA’s who are accredited by the National Association of Certified Valuation Analysts to perform business valuations.

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Small Business Services

A small business needs an experienced CPA firm who, in addition to tax planning and preparation, will be viewed as a trusted advisor and is, in reality, the controller of the company. We at Edward M. Axelrod, C.P.A., P.C. view small business services as the function of providing a small business client with cost effective advice and assistance to maximize its resources and achieve its goals. We offer the following services specifically designed for our small business clients:

• Small Business Systems Advisory Services

• Bookkeeping

• Cash Flow and Budget Analysis

• Payroll Services

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Wealth Management Services

A plan for building wealth must answer some fundamental questions:

• Will I have enough?

• Where will my income come from in retirement?

• What happens to my assets when I’m gone?

At Edward M. Axelrod, C.P.A., P.C., we know that attaining your long-term objectives depends upon the development and refinement of a strategy unique to the client. We offer the following services to help you grow and protect your assets and facilitate their transfer among family and heirs.

• Personal Financial Planning

• Estate Planning

• Succession Planning for Individuals and Businesses

• Insurance and Risk Management

• Retirement and Wealth Preservation

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