Accurate and timely accounting information is a necessity for both individuals and businesses alike.  David M. Muldowney, Jr., CPA can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following services:    ·   Tax & Investment Planning                              ·   Individual & Business Tax Services ·   Retirement Planning ·   Estate and Gift Tax Planning ·   Consulting Services ·   Small Business Accounting ·   Quickbooks® Services ·   Audits, Reviews & Compilations            Tax & Investment Planning  Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.  Whether you are an individual or operate a multi-tiered corporation or partnership, our firm can accommodate your needs for tax planning and preparation. Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Individual & Business Tax Services  We prepare the following types of tax returns:      ·   1040 Individual Tax Return      ·   1041 Fiduciary Tax Return      ·   1065 Partnership Tax Return      ·   1120 Corporate Tax Return       ·   1120S S-Corporation Tax Return      ·   ST-50 Sales & Use Tax Return      ·   940 & 941 Federal & State Payroll Tax Return       ·   706 & 709 Estate and Gift Tax Returns      ·   990 Non-profit Organization Tax Return Retirement Planning Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Estate & Gift Tax Planning Effective estate and gift tax planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets.  For business owners, providing for business continuity and succession of ownership is essential.  We can guide you through the complex process of getting your financial affairs in order. Consulting Services We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth & development solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.  The following are just a few areas in which we provide consulting services: ·   Accounting software selection & implementation ·   Entity type selection ·   Business Valuation ·   Buying/selling a business ·   Computer Systems ·   Financial & retirement decisions ·   Estate, trust & gift planning   Small Business Accounting Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including:    ·   General ledger & financial statement preparation    ·   Bookkeeping (monthly/quarterly/annual)    ·   Business tax return preparation (sales & use tax/payroll tax)    ·   Personal financial statements Quickbooks® Services We can train your staff on various Quickbooks® procedures.  We also provide complete setup, full training, back-up of your staff/control and security procedures, fixing up established systems, and post installation support. Audit, Compilation, & Review Services Third parties relying on your financial statements often require an examination of your transactions for assurance. In order to conduct an audit, compilation, or review we examine your company's financial statements in accordance with the generally accepted standards of the engagement. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.  Audit - an intensive examination with the highest level of assurance Review - some analytical procedures conducted with limited assurance Compilation - based upon client information provided and used primarily for internal use     David M. Muldowney, Jr., CPA 440 Highway 34 P.O. Box 129 Colts Neck, New Jersey  07722 Phone: 732-431-4332 w Fax: 732-409-0547   Securities offered through: TFS Securities, Inc. 437 Newman Springs Road Lincroft, New Jersey  07738 732-758-9300 davidmuldowneyjr@tfsrep.com Member FINRA & SIPC Licensed in New Jersey and Missouri