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 their clients with value added accounting and outsourcing services including tax, assurance, financial and valuation services for your business.

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
  • Tax
  • Assurance
  • Financial
  • Valuation
  • Accounting Outsourcing
  • 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.

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.
  • 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).

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

Publication

2019 Year-End Tax Guide

The Marcum Tax Guide is a reference to be used when you need a quick refresher on certain tax aspects, whether for individual, corporate, international, or estate and gift tax planning application.

Contacts

Robert  Pesce

Robert Pesce

Partner

  • Tax & Business
  • New York, NY
Louis  Balducci

Louis Balducci

Director

  • Tax & Business
  • Boston, MA
Joanne  Cristiano

Joanne Cristiano

Partner

  • Tax & Business
  • New Haven, CT
Gail  D'Addio

Gail D'Addio

Director

  • Tax & Business
  • New Haven, CT
Douglas J. Farrington

Douglas J. Farrington

Office Managing Partner

  • Tax & Business
  • Boston, MA
Lisa  Hanlon

Lisa Hanlon

Office Managing Partner

  • Tax & Business
  • Deerfield, IL
Ira  Kantor

Ira Kantor

Director

  • Tax & Business
  • Melville, NY
Ronald R. Milone

Ronald R. Milone

Partner

  • Tax & Business
  • New Haven, CT
Michael  Novak

Michael Novak

Partner

  • Tax & Business
  • Miami, FL
David  Reynolds

David Reynolds

Partner

  • Tax & Business
  • New Haven, CT
Lawrence  Scheinthal

Lawrence Scheinthal

Partner

  • Tax & Business
  • Melville, NY
Jill  Scher

Jill Scher

Partner

  • Tax & Business
  • Melville, NY
Juliet  Song

Juliet Song

Partner

  • Tax & Business
  • San Jose, CA
Matthias  Strilbyckij

Matthias Strilbyckij

Partner

  • Assurance
  • New Haven, CT
Joseph  Waddington

Joseph Waddington

Partner

  • Tax & Business
  • Philadelphia, PA
Gregory  Wozniak

Gregory Wozniak

Partner

  • Tax & Business
  • Melville, NY