Marcum LLP
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Accounting Services
Bankruptcy & Insolvency
Business Advisory
Corporate Taxation
Cost Segregation
EB-5 Investor Services
Family Wealth Services
Financial Statements
High-Net-Worth Individuals
International Taxation
Modern Family & LGBT Services
Marcum Family Office
State & Local Taxation
Transaction Advisory
Transfer Pricing Services
Tax Controversy
Tax Credits & Incentives
Tax-Exempt Business
Tax Return Compliance
Trusts & Estates
Checklist for New Business: Before Startup
Checklist for New Business: Startup
High-Net-Worth Individuals
Marcum Family Office
Philanthropy Planning & Private Foundations
Private Client Tax Services
Trusts & Estates
SEC / Publicly Traded Companies
Private Clients
SEC & Large Corporations
Small Businesses & Start Ups

Tax & Business

Accounting Services

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 20 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.

On the Cutting Edge

Marcum’s Accounting Services Group has established itself as an industry leader.

  • We have a team of 50 professionals with diversified backgrounds.
  • We specialize in providing accounting solutions to professional service
  • We have niche practice areas which includes: literary Services; Agencies;
    Technology, Internet, Media and Entertainment; Construction; Manufacturing, Retailing and Distribution; Maritime and Cost Segregation Groups.
  • We offer a wide range of services that are individually tailored to meet our clients’ needs.



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. These are:

  • 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
    • Manage assets/cash flow of Article 81 guardianships and prepare annual court mandated accountings for filing
  • 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
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

Tax Services

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


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

Financial Services

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 Services

  • Buy / Sell Agreements
  • Transfer / Sales of Business
  • Estate & Gift Tax Matters
  • Succession planning
Checklists for New Business
Blue Arrow Before Startup Blue Arrow Startup
Los Angeles, CA
New York City, NY
Irvine, CA
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Deerfield, IL
Boston, MA
New Haven, CT
New Haven, CT
Boston, MA
New Haven, CT
New Haven, CT
New Haven, CT
Melville, NY
Melville, NY
Philadelphia, PA

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