Servcies

Services

Pinotti & Associates, Inc. offers consulting services to our individual and business clients. Because Pinotti & Associates, Inc. is not a large corporate firm, our clients benefit by getting personalized, quality service that is beyond comparison. At Pinotti & Associates, Inc., we take a proactive approach to our clients business. Our mission is to learn your business or personal circumstances and anticipate your service needs before they become critical, saving our clients both time and money.

Our services include accounting, tax and business consulting.

Below are a few examples of how our services can help you or your business.

Accounting

Pinotti & Associates, Inc. frequently reviews financial statements for their clients owners, creditors, bankers, and others. Our clients receive the added benefit of knowing that they will with the same representative for both tax planning and compliance efforts, eliminating any communication problems that can arise with larger firms.

Pinotti & Associates, Inc. provides a variety of additional accounting services including: 
  • Historical or prospective performance 
  • Budget and cash flow forcasting 
  • Break-even analyses 
  • Internal control systems and processes 
  • Financial forecasts and projection reports 
  • Review of the entity's internal control over financial reporting 
  • Compliance with contracts and royalty agreements 

We look forward to meeting you and to helping you achieve your financial goals.


Trusts

Estates, Gifts, Trusts and Foundations

At Pinotti & Associates, Inc., we bring a wealth of collective experience to this strong practice area, providing broad expertise and sophisticated advice to estate, gift, and trust tax planning and compliance. 

Our expert team:

  • prepares tax returns 
  • assists in allocation of estate assets 
  • handles fiduciary accounting and related issues

Individuals

Individuals, Families and High Net-Worth Individuals 

Pinotti & Associates, Inc. proactive "Hands On" personal tax planning and compliance practices takes care of individuals, family groups and high net-worth individuals, as well as the owners of closely held businesses, and younger individuals anticipating success.

We pride ourselves on being good listeners, good analyzers, and good thinkers, and from our initial meeting, we will put our depth and breadth of experience to work for you. We also anticipate that our team members will be with us for many years so there will always be someone at Pinotti & Associates, Inc. who is familiar with you and your family.

In addition to our keen expertise, our clients have access to a network of professionals, including attorneys, investment managers and retirement experts that we recommend depending on your specific needs and the complexity of your situation. By collaborating with these experts, we’re able to ensure that you receive the best guidance available. Pinotti & Associates does not receive any fees or commissions for our referrals. Our satisfaction is watching our clients reach their financial goals.

As our clients needs grow, we assist in many complex issues including:

  • Quarterly and annual income tax planning 
  • Retirement contributions and distributions 
  • Employee stock option analyses 
  • Alternative minimum tax planning 
  • Acceleration or deferral of income 
  • Cash flow analyses 
  • Tax-deferred exchanges 
  • Charitable donation planning 
  • Life insurance reviews 
  • Mortgage financing and refinancing options

Financial Management

Financial Management and CFO Services 

Pinotti & Associates, Inc. assists privately held companies in a variety of ways, including: 

  • Acting CFO and controller support 
  • Development of management reports, plus analytical and operational reporting 
  • Reporting packages for board of directors meetings and committees of the board 
  • Business modeling: 
    • cash flows 
    • budgets 
  • Corporate governance 
  • Internal control reviews 

Whether your company is a "Start-Up", or "Established in the business community", Pinotti & Associates, Inc. is accustomed to functioning as a key business advisor, assisting clients with tactical and strategic thinking helping to insure significant growth in any environment.

Tax and Financial

Pinotti & Associates, Inc. prides itself on helping clients make the correct choice from the start. We help our clients with basic decisions such as: 
  • Should my business be a partnership? 
  • Should I have partners? 
  • Should I be incorporated? 
  • What is the difference between a LLP and LLC? 

as well as choosing the correct accounting method. 

These initial choices play a critical role in the future success of the companies tax management. Once an entity is up and running, we work with our client to identify areas that might affect profits and growth and then develop technically sound solutions. 

Our clients receive our best counsel on matters such as:

  • cash requirements 
  • collection of receivables 
  • borrowing requirements 
  • review of deferred compensation agreements 
  • ownership transition 
  • financial acquisitions 

By using our proactive approach to tax planning, we develop projections and identify key tax planning opportunities that can minimize current and future tax liabilities.

Services