Closely Held Businesses   High Net Worth Individuals   Nonprofit Organizations

Accounting, Taxation & Business Strategy
Services

A full range of tax, accounting and financial consulting services

Bregante + Company LLP provides CPA services primarily to three types of clients: closely held businesses, high net worth individuals and nonprofit organizations. We are solidly grounded in the fundamentals of traditional tax and accounting services, and we provide these services as a matter of course. However, we believe that our clients especially value our service partnership approach to advising them, and in particular our creative approach to helping protect their interests during certain critical transactions that call for skills outside their expertise.

The following is a comprehensive list of services that we provide, both compliance and consulting. To learn more about our specialized consulting services in these areas, click on your area of interest.


Closely Held Businesses

Tax Services:
  • Corporate
  • Partnership
  • Limited Liability Company
  • Unincorporated
  • Sales tax
  • Payroll tax
  • Business and property tax
  • Retirement plans
  • Research and planning
  • Government examinations
    • Internal Revenue Service
    • State and local government agencies
    • Appeals and negotiations
Accounting and Auditing Services:
  • Financial Statements
    • Audits
    • Reviews
    • Compilations
  • Forecasts and Projections
  • Business Plan Design
  • Computer Accounting Systems
    • Design, maintenance and assistance
    • Accounting system analysis and
      selection
  • Accounting transaction analysis
Specialized Consulting Services:
  • Entity selection and formation
  • Year-end planning
  • Transaction analysis
  • Real estate transactions
  • Mergers and acquisitions
  • Banking relationships
  • Management consulting
  • Retirement plans
  • Business succession planning

High Net Worth Individuals

Tax Services:
  • Individual income tax
  • Fiduciary income tax
  • Estate and gift tax
  • Research and planning
  • Government examinations
    • Internal Revenue Service
    • State and local government agencies
    • Appeals and negotiations
Specialized Consulting Services:
  • Tax planning
  • Real estate transactions
  • Compensation planning
  • Stock option planning
  • Retirement plans
  • Charitable gift planning
  • Estate planning
  • Family advisory services
  • Estate and trust administration
  • Court accounting

Nonprofit Organizations

Tax Services:
  • Exempt organizations (Forms 990 and 199)
  • Unrelated business income
  • Reporting to the "Registry of Charitable
    Trusts"
  • "Guidestar" reporting
  • Personal property taxes
  • Application for nonprofit status
  • Government examinations
    • Internal Revenue Service
    • State and local government agencies
    • Appeals and negotiations
Accounting and Auditing Services:
  • Financial Statements
    • Audits
    • Government Audits (A-133)
    • Reviews
    • Compilations
    • Special reports
  • Computer Accounting Systems
    • Design, maintenance and assistance
    • Accounting system analysis and
      selection
Specialized Consulting Services:
  • Accounting Systems
  • Internal Controls
  • Human Resources
  • Budgeting
  • Cash and Asset Management
  • Strategic and Long-Range Planning
  • Consulting