Marcum LLP
Tax & Business

Corporate Taxation - Small Businesses & Start Ups

Three Men Standing
 

Marcum LLP's Accounting Services Group provides the support, objectivity and expertise businesses need to succeed within the context of an ever-changing business landscape. We offer a broad spectrum of accounting, financial, and consulting services across a number of industries to give business owners and managers the insight they need to prosper.

Marcum has over 50 years of experience serving middle market companies. As an independent registered public accounting firm, Marcum provides accounting services to hundreds of companies. The Firm is also one of the top 15 accounting and advisory firms in the country, providing services to privately-owned national firms as well as local businesses.

Marcum's accounting services professionals provide its clients with value added accounting and outsourcing services including tax, assurance, financial and valuation services for your business.

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Related Services:      SEC & Large Corporations   |   Small Businesses & Start Ups   |   Private Clients

Scope of Services

As part of the Marcum services team each of our professionals is committed to excellence in client service. We are driven by a set of core values to ensure a positive client experience.

Accounting

  • Financial statement preparation: reviews and compilations.
  • Income tax preparation and compliance.
  • Income tax planning and consulting.
  • Monthly, quarterly, and annual financial reporting statements.
  • Implementation of new accounting software packages.
  • Bill paying services.
  • Business management.
  • Payroll and sales taxes.
  • Accounting assistance.
  • Bookkeeping.
  • General ledger review.
  • Financial assessment reports.
  • Business start-up consulting.
  • Budgeting and forecasting.
  • General business consulting.
  • Employee benefits consulting.

Tax

Services for Individuals

  • Tax compliance and planning.
  • Tax return preparation.
  • Personal income tax planning.
  • Estate and gift tax planning.
  • Estate and trust administration.
  • Financial planning.
  • Tax services for U.S. citizens abroad.

Services for Businesses

  • Sales and payroll tax return preparation.
  • Income tax return planning and preparation.
  • International tax planning.
  • Form of ownership and employee benefits tax planning.
  • Assistance in the selection of accounting methods, legal organization and financial reporting.

Assurance

  • Audits.
  • Agreed-upon procedures/Due diligence.
  • Compilations.
  • Forecasts and projections.
  • Consultation to company management regarding the application of GAAP.
  • Reviews.
  • Accounting assistance.
  • Pre-audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).

Accounting Outsourcing

  • Accounts payable/receivable.
  • General ledger accounting.
  • Account reconciliations.
  • Fixed asset management.
  • Month, quarterly and year-end closings.
  • Payroll tax and sales tax return preparation.
  • Cash flow management.
  • Implementation of new accounting software packages.

Financial

Pension Planning

  • Strategies to maximize owner's contributions.
  • 401(k) and pension solutions.

Business Succession Planning

  • Keyman and golden handcuff strategies.
  • Creation of plans that consider the objectives of both the current and future generations.

Estate Tax Planning

  • Trust coordination.
  • Life insurance funding to create liquidity.

Group Benefits

  • Designing and implement group benefits utilizing the advantages of executive carve outs and voluntary products.

Valuation

  • Buy/sell agreements.
  • Transfer/sales of business.
  • Estate & gift tax matters.
  • Succession planning.
 

Related News

Tax Cuts and Jobs Act: What is the New Qualified Business Income?


Tax Reform

Tax Cuts and Jobs Act: What is the New Qualified Business Income?

The Tax Cut and Jobs Act of 2017 provides for a new deduction for partners, shareholders, and other owners of pass-through entities, known as the ....

CNBC spoke with national Tax Leader Joseph Perry about how to mine your 2017 tax return for savings opportunities in 2018.


As Seen In

CNBC spoke with national Tax Leader Joseph Perry about how to mine your 2017 tax return for savings opportunities in 2018.

This spring, don't just stuff your completed tax return into a drawer. Go through it for savings opportunities you can seize right now.

Farewell to the Offshore Voluntary Disclosure Program: The IRS Pulls the Plug


Tax Flash

Farewell to the Offshore Voluntary Disclosure Program: The IRS Pulls the Plug

In spite of its many iterations since 2009 and the 56,000 new taxpayers with their $11 billion added to Internal Revenue Service coffers, on September ....

Inc. magazine quoted Philadelphia Tax Leader Ed Reitmeyer in an article about errors in the new federal tax law that could cost taxpayers big money.


As Seen In

Inc. magazine quoted Philadelphia Tax Leader Ed Reitmeyer in an article about errors in the new federal tax law that could cost taxpayers big money.

Many entrepreneurs have celebrated President Trump's signature legislative achievement, the 2017 Tax Cuts and Jobs Act, for decreasing their annual tax bills.

IRS Releases Updated Withholding Calculator and New Form W-4


Tax Flash - Tax Return Compliance

IRS Releases Updated Withholding Calculator and New Form W-4

Of the many changes enacted by the new tax law some of the most significant impact individuals, such as an increased standard deduction, elimination ....

FASB's Q&A Guidance on the Impact of Tax Reform on Financial Accounting


Tax Flash - Tax Return Compliance

FASB's Q&A Guidance on the Impact of Tax Reform on Financial Accounting

After the Tax Cuts and Jobs Act was passed, concerns were raised to the Financial Accounting Standards Board regarding implementation of certain provisions of the ....

The New York Times quoted national Tax Leader Joseph Perry in an article discussing the complexities and confusion created by the Tax Cuts & Jobs Act, and the likely battles yet to come in Congress.


As Seen In

The New York Times quoted national Tax Leader Joseph Perry in an article discussing the complexities and confusion created by the Tax Cuts & Jobs Act, and the likely battles yet to come in Congress.

Never mind that once in a generation tax bill that just passed last year. Congress is headed for years more of big fights over taxes, ....

The Impact of Tax Reform on Financial Accounting


Tax Flash - Tax Return Compliance

The Impact of Tax Reform on Financial Accounting

On December 22, 2017, the Tax Cuts and Jobs Act, was signed into law. The Act will have a significant impact on financial reporting issued ....

Long Island Business News wrote about the advice Marcum panelists gave to businesses considering restructuring as C-corps, during the Firm’s recent tax reform seminar in Melville.


As Seen In

Long Island Business News wrote about the advice Marcum panelists gave to businesses considering restructuring as C-corps, during the Firm’s recent tax reform seminar in Melville.

Much of the Marcum seminar focused on the taxation differences between C‐corps and pass‐through entities, which include partnerships, S‐corporations, limited liability companies and sole proprietorships.

New IRS Directives Issued for Transfer Pricing Examinations


Tax Flash - International Taxation

New IRS Directives Issued for Transfer Pricing Examinations

On January 12, 2018, the Large Business and International Division of the Internal Revenue Service issued five directives which provide instructions on how IRS agents ....

Bipartisan Budget Act of 2018


Tax Flash - Tax Return Compliance

Bipartisan Budget Act of 2018

The Bipartisan Budget Act of 2018, enacted last Friday, February 9, contains a number of tax breaks for both individuals and businesses. These include the ....

The Hartford Business Journal quoted Connecticut Tax Partner-in-Charge Brett McGrath, in an article about the impacts of the Tax Cuts & Jobs Act of 2017.


As Seen In

The Hartford Business Journal quoted Connecticut Tax Partner-in-Charge Brett McGrath, in an article about the impacts of the Tax Cuts & Jobs Act of 2017.

More than 30 years after digesting the last major federal tax overhaul, Connecticut accountants and legal advisers working to interpret the latest changes to the ....

CNBC quoted Tax Principal Michael D’Addio in an article about adjusting paycheck withholdings to comply with the new tax rates for individuals.


As Seen In

CNBC quoted Tax Principal Michael D’Addio in an article about adjusting paycheck withholdings to comply with the new tax rates for individuals.

In January, the Treasury Department released its income tax withholding tables, updated to reflect changes stemming from the Tax Cuts and Jobs Act. The new ....

Bloomberg News quoted Ed Reitmeyer, Philadelphia partner-in-charge of Tax Services, in an article about tax strategies for owners of pass-through businesses under the new tax law.


As Seen In

Bloomberg News quoted Ed Reitmeyer, Philadelphia partner-in-charge of Tax Services, in an article about tax strategies for owners of pass-through businesses under the new tax law.

If exploiting a tax loophole is as much an art as a science, then the tax planning profession is poised for a creative renaissance. The ....

Workandmoney.com interviewed Tax Partner Diane Giordano for an article about what the new tax law means for small businesses.


As Seen In

Workandmoney.com interviewed Tax Partner Diane Giordano for an article about what the new tax law means for small businesses.

The new tax law became both the beauty and the beast for companies of all sizes across the country when 2018 officially opened for business.

Fox Business spoke with Tax Principal Michael D’Addio about the need to adjust paycheck withholdings under the new tax law.


As Seen In

Fox Business spoke with Tax Principal Michael D’Addio about the need to adjust paycheck withholdings under the new tax law.

As employees begin to receive their updated paychecks based on the new tax code changes, many are seeing incorrect withholding amounts, which could lead to ....

Long Island Business News reported on the Marcum tax panel the publication’s editor is co-moderating with Melville Office Managing Partner Carolyn Mazzenga.


As Seen In

Long Island Business News reported on the Marcum tax panel the publication’s editor is co-moderating with Melville Office Managing Partner Carolyn Mazzenga.

Long Island Business News Editor Joe Dowd and Marcum Melville Office Managing Partner Carolyn Mazzenga are set to moderate a series of panel discussions tonight ....

Bloomberg’s Talking Tax podcast invited Tax Principal Michael D’Addio onto the show for a discussion about whether the new tax law will drive pass-through entities to convert to C-Corporation status.


As Seen In

Bloomberg’s Talking Tax podcast invited Tax Principal Michael D’Addio onto the show for a discussion about whether the new tax law will drive pass-through entities to convert to C-Corporation status.

The new tax law lowers the corporate tax rate to 21 percent—a change that some lawmakers have suggested could prompt pass-through entities to convert to ....

Long Island Business News quoted State & Local Tax Leader Paul Graney in an article about options New York State is considering to counter the regional tax impact of the federal Tax Cuts & Jobs Act.


As Seen In

Long Island Business News quoted State & Local Tax Leader Paul Graney in an article about options New York State is considering to counter the regional tax impact of the federal Tax Cuts & Jobs Act.

Facing new federal rules that limit state and local tax deductions, New York and California are considering options to give their residents a big federal ....

CFO.com published an article by Tax Leader Joseph Perry and Tax Principal Michael D’Addio, discussing the pros and cons of  C-corporation v. pass-through entity status under the new tax law.


As Seen In

CFO.com published an article by Tax Leader Joseph Perry and Tax Principal Michael D’Addio, discussing the pros and cons of C-corporation v. pass-through entity status under the new tax law.

A 21% income tax rate might sound appetizing to some pass‐through entities, but C‐corporation status doesn't suit every organization.

Associated Press quoted Tax Principal Michael D’Addio in an article about how small businesses are capitalizing on the new tax law.


As Seen In

Associated Press quoted Tax Principal Michael D’Addio in an article about how small businesses are capitalizing on the new tax law.

Although there are still many unknowns about the tax law that took effect Jan. 1, some small business owners have already figured out that they ....

U.S. Supreme Court Will Hear South Dakota's Sales Tax Case


Tax Flash - State & Local Taxation

U.S. Supreme Court Will Hear South Dakota's Sales Tax Case

On January 12, 2018, the United States Supreme Court decided that it will hear a South Dakota case (State of South Dakota v. Wayfair Inc., ....

Newsday cited an analysis of President Trump’s leaked tax return by New York Tax Partner-in-Charge Maury Cartine for NBC News.


As Seen In

Newsday cited an analysis of President Trump’s leaked tax return by New York Tax Partner-in-Charge Maury Cartine for NBC News.

The Joint Committee on Taxation, Congress' official nonpartisan budget analysts, reported that a pending Senate bill would give large tax cuts to millionaires while raising ....

TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

  VIEW TAX REFORM INSIGHTS
 
 

Contacts

Select the region to view contacts.

Robert  Pesce, Partner, Tax & Business
Practice Leader
Partner
Tax & Business
New York, NY
NY

Robert L. Babek, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Los Angeles, CA
CA

Louis  Balducci, Director, Tax & Business
Director
Tax & Business
Boston, MA
MA

Jayson  Morgan, Partner, Tax & Business
Partner
Tax & Business
Irvine, CA
CA

Michael  Novak, Partner, Tax & Business
Partner
Tax & Business
Miami, FL
FL

Jill  Scher, Director, Tax & Business
Director
Tax & Business
Melville, NY
NY

 
Joseph  Waddington, Partner, Tax & Business
Partner
Tax & Business
Philadelphia, PA
PA

Gregory  Wozniak, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

 
 
2017 YEAR-END TAX GUIDE

The Marcum 2017 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
 
HAVE A QUESTION? ASK MARCUM
 
 
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ABOUT MARCUM LLP

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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