Services

At Reno M. Borgognoni, CPA, PC, we provide assistance in the following areas:

Individual Services: You know us for taxes.  Youíll love us for everything else we do.

  • Professional Tax Services
    • Tax Preparation
    • Tax Planning
    • Tax Problems
  • Personal Financial (Net Worth) Statements
  • Investments and Retirement Planning*
  • College Planning
  • Estate Planning
  • Elder Care Planning

 


Business Services: Taking your business to the next level?  Let us give you a boost.

  • Professional Tax Services
    • Tax Preparation
    • Tax Planning
    • Tax Problems
  • Accounting and Financial Services
    • Bookkeeping - Write-up of transactions
    • Month/Quarter End adjustments
    • Financial Statements
    • Business Licenses and Taxes
    • Payroll and Payroll (Employer) Taxes
    • Sales & Use Taxes
  • Non-Profit / Community Organization Accounting and Financial Services
  • Sage & QuickBooks Services
    • Software Installation & Configuration
    • Company Database Setup
    • Reports Development
    • Online options available
  • Payroll Services
    • Online Payroll Setup and Input
    • Direct Deposit Paychecks
    • Tax Deposits
    • Payroll Tax Returns
    • Year-end W2ís and 1099ís
    • Benefits Planning and Administration
  • Cash Flow Management
  • New Business Formation (Incorporation Services)
    • Corporations
    • Limited Liability Companies
    • Partnerships
    • SubS Elections
    • Trusts
  • Internal Controls, Policy & Procedure development
    • Personnel Policy and Procedures (Employee Handbooks)
    • Accounting Policy and Procedure
    • Operational Policy and Procedure
  • Employer and Employee Pension Plans* (SEP, Simple, 401(k) plans)

Financial Services*: Series 7, General Securities Licensed Representative

  • Individual Accounts
  • Joint Accounts
  • Foundation Accounts
  • Nonprofit Organization Accounts
  • Fiduciary / Custodian Accounts
    • Uniform Gift to Minors Act (UGMA)
    • Uniform Transfer to Minors Act (UTMA)
  • Estate Accounts
  • Company Accounts
    • Corporation
    • Partnership
    • Sole Proprietorship
  • Trust Accounts
  • IRA Accounts
    • Traditional (Regular IRA
    • Spousal IRA
    • Rollover IRA
    • SEP IRA
    • Simple IRA
    • Roth IRA
    • Educational IRA
  • Retirement/Qualified Plan Accounts
    • 401(k)
    • 403(b)
    • Keogh
    • Thrift
  • College Savings Accounts (529 Plans)
*Securities offered by Reno Borgognoni through H.D. Vest Investment Services SM