BARBARA S. SUVEG, CPA, P.A.
Tax Advisory & Accounting
Advisory comes first. The services support the relationship.
The work I perform for each client depends on their circumstances, but it is always built around the same objective: understanding what is happening now, planning for what comes next, and handling the tax and accounting work that follows.
Services are provided as part of an ongoing advisory relationship rather than as individual, stand-alone transactions.
Business Advisory
Ongoing conversations about the financial side of running your business, including pricing, employee compensation, business processes, accounting systems, and other decisions that arise as your business evolves.
My role is not to run the business for you, but to provide another informed perspective, help identify financial or tax consequences, and assist you in evaluating the options available.
Tax Advisory & Planning
Tax projections; planning for significant financial or life events; tax considerations for marriage, divorce, retirement, and estate planning; Roth conversion and RMD considerations; and evaluating tax consequences before decisions are made, whenever possible.
Tax Compliance
Federal and state income tax return preparation for individuals and businesses; payroll, information returns, and sales tax filings; and other tax compliance included within the scope of our subscription.