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Services

We offer a wide array of services ranging from traditional accounting and tax preparation, to highly specialized services, tailored to meet the needs of each client: Individual or business owner with industries ranging from entertainment, professional practices, online retailers and non-profits to service providers and start-up companies.

Tax and Accounting +

Harvey Altman & Co. provides the following tax and accounting services, through its highly experienced tax department:

  • Business tax planning and preparation
    • Corporations
    • Partnerships
    • Limited Liability Companies
    • Estates and Trusts
    • Non-profit
  • Bookkeeping
  • Income and expense analysis
  • Individual tax planning and preparation
  • Quarterly tax projections
  • IRS and state audit representation
  • State and local sales tax
  • Guidance with estate and pension planning
  • Real estate and asset acquisitions
  • Payroll

Business Management +

We are a full-service business management firm with innovative resources. We provide a variety of services to help with our clients’ needs, including:

  • Tax planning and preparation
  • Personal and business budgeting
  • Bookkeeping
  • Banking and bill payment
  • Personal account management
  • Analysis of income and commissions
  • Record retention and management
  • Insurance assessment
  • Financial statement preparation
  • Consulting with investment advisors
  • Guidance with estate and pension planning
  • Concierge Services
  • Real estate and asset acquisitions
  • Payroll