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Services

Rona Bezman, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Rona Bezman, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Businesses

Individuals

 


Tax Planning and Preparation

At Rona Bezman, CPA we guide our clients through a full range of tax planning opportunities and preparation decisions with strategies that:

  • Minimize your tax liabilities,
  • Maximize your cash flow,
  • Keep you on tack to your financial goals

Our expertise, experience, analysis, and thorough research allow us to optimize savings to be found in existing and ever-changing tax laws. We can also make sense of federal and state government correspondence, bills, or notices.

 

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Rona Bezman, CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll taxes
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
 

Estate and Trust Taxes

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Rona Bezman, CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

 

Advisory Services

At Rona Bezman, CPA, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession
 

Gift Tax Returns

We will help you minimize taxes on gifts made to others. Proper strategies can save tax dollars. Even if you have not made a taxable gift, many situations require reporting by filing a gift tax return.

 

QuickBooks Professional Advisor

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Rona Bezman, CPA offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

 

Divorce Consultation

The terms of your divorce decree can have a big impact on your taxes immediately and long into the future. We can help you understand the ramifications of the decisions being made and how they affect you.

 

Financial Statements

We can customize your financial statements so you can use them as a tool to assist you in making business decisions. We will compile monthly, quarterly, or annual financial statements to suit your business needs.

 

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

 

FAFSA Applications

We can help you through the confusing maze of college financial aid applications whether it's the Free Application for Federal Student Aid (FAFSA) form or the College Board CSS Financial Profile.

 

Payroll Management

Rona Bezman, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

 

Federal and Illinois Tax Filings

We will help you keep your non-profit organization or association in good standing with the Internal Revenue service and Illinois Attorney General with accurate timely tax filings.

 

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Rona Bezman, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

 

 

 

Cash Management Techniques

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Rona Bezman, CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

 

Debt and Finance

Whether your needs are corporate or personal, Rona Bezman, CPA's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

 

Employee Benefits

Choosing and administering benefit plans for your employees is often a complex process. Rona Bezman, CPA can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

 

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