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Business Tax Management and Preparation

As a professional tax accountant and business advisor, a full range of tax planning and preparation strategies are offered to minimize tax liabilities, maximize cash flow and keep financial goals on track. Expertise, experience, analysis and thorough research allows me to optimize financial opportunities to be found in existing as well as recently enacted tax laws.

Outsourced CFO Services

Your accounting staff may have no time for forward-looking analysis because they are inundated with routine accounting duties. Or you may not be satisfied with the company's approach to the budgeting and forecasting process. I will be your outsourced finance department. My expertise is in building budgets and plans, let me do the heavy lifting for you. This will enable you to exclusively focus your time on adding value through discussion and thought, not complicated model-building. Large companies may have a dedicated accounting staff directly involved in providing management with budgets and forecasts. I can help your company implement these time tested methods. Being proficient and cost-conscious, these services can be delivered at a price-point that my competition simply cannot achieve.

Cash Flow and Budgeting:

Simply reviewing historical financial statements is not enough! Taking the time to build budgets, do performance review, and to prepare rolling-forecasts drives better decisions. Important decisions should be made in the context of a budgeting/forecasting meeting, weighing out the pros and cons in a systematic way with real operational-metric data. I can help your team implement these time tested methods by providing my technical expertise and experience.

Financial Projections and Forecasts:

No one can predict the future perfectly, but we can all benefit from planning for it. My combined expertise and experience using predictive analytics along with a gained understanding of your business will produce financial projections that will help you manage profitability. Forecasting for the future is imperative to your company's success. I make it a point to keep current with market trends and updates so that your business can be prepared for what is to come.

Assurance and Advisory Services

Focusing on building close client relationships will add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help my clients face the myriad challenges of business planning and execution. Current cients 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. My assurance services will improve information quality, meaning more success for your business.

These services include but are not limited to:

  • Reviews, Compilations and the new Engagement to Prepare Financial Statements.
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial budgets, projections and forecasts
  • Advice on debt and finances
  • Transaction structuring and negotiations
  • Business succession

Reviews, Compilations and Engagements to Prepare Financial Statements

Offered financial statement services comprise two levels of assurance depending on your company's needs.


Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Reviews to lend credence to the integrity of your data. An accountant's review report will be issued upon completion.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records. An accountant's compilation report will be issued upon completion.

Engagement to Prepare Financial Statements

An Engagement to Prepare Financial Statements permits the preparation and issuance of financial statements without providing an accountant’s report, without verifying the accuracy or completeness of the information and does not require the accountant to be independent.

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. My 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, and bank loan acquisition support.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements

Accounting Software Help and Assistance

The following solutions are offered to help meet your accounting software needs.

Personal Training

Either one-on-one or several individuals within your organization at your company's location.


Assistance for new users with initial setup, and also can 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.


My evaluation service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to evaluate the reports that are produced by the current accounting software. This evaluation service ensures that you receive timely, relevant and reliable financial information.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, and working along with your business attorney, we advise you on choosing an entity type, and later restructuring if advantageous. This team approach, using combined knowledge and expertise, assures the most advantageous entity type for the functions your business performs.

Individual Tax Planning and Preparation

Filing timely and accurate income tax returns directly correlates to reduced risk of IRS adjustments and a potential audit. I endeavor to file all individual income tax returns on time, and use disciplines to ensure they are accurate. My personal tax service allows me to work with my clients to develop tax strategies that are tailored to their needs, which in turn can minimize the tax burden.


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

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Edward V. Dzik CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

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

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