AUDITS, REVIEWS AND COMPILATIONS
At Stephano Slack LLC, we realize the vital importance of the auditing and accounting services we provide to each and every client. Our seasoned professionals deliver results that go beyond compliance in accuracy and reliability. The broad scope of knowledge they collectively possess enables the firm to serve clients who come to us with a wide range of financial situations and industry involvements.
In addition to expertise in audits, reviews and compilations, we assist clients with accurate and reliable due diligence, risk assessments and financial forecasting, as well as reviews of internal controls and agreed-upon procedures. Dedication to these core services is the first step to helping our clients achieve their financial goals.
Trust our experienced team to perform the next audit of your financial structure, pension plan, 401k or not-for-profit organization. As members of the AICPA Employee Benefit Plan Audit Quality Center, we must meet strict requirements regarding quality control, inspections, and providing our peer report findings to the public.
CUSTOMIZED TAX STRATEGIES
In today’s economy, taxes and applicable rules and regulations are constantly changing, and this will continue into the economy of tomorrow. At Stephano Slack LLC, we understand the importance of a solid tax strategy to individuals and organizations in our present and future economies. Our professional tax accountants realize that knowledgeable yet practical advice is the first step to planning a comprehensive tax strategy with an eye toward the future. They’ll answer your questions and suggest a plan of targeted solutions to tax concerns, focusing on reduction of your overall tax burden.
Our tax team will work with you to build a personalized tax strategy that meets your needs, from assistance with accounting and risk advisory services to compliance in federal, state and local tax matters. We’ll also assist in choosing and implementing the most appropriate tax software for your individual or corporate situation.
Tax questions? Contact us – we’ll find the answers.
The technology experts at Stephano Slack will assess your organization, determine which solutions are needed and will best work to your benefit, and will then proceed to assist with the implementation of those solutions. We combine an advanced knowledge of information technology and emerging financial and advisory resources with our exceptional understanding of organizational needs to provide solutions to even the most complex business processes.
We work with a variety of integrated financial systems that provide enterprise resource planning solutions and management assistance to all types of organizations, including specialized assistance for construction, manufacturing and distribution, and nonprofit operations. Our knowledgeable professionals will assist your business in the evaluation of your current IT structure and prepare the most efficient strategy for process improvement, planning and budgeting, security and continuity, and utilizing emerging technologies such as cloud computing. We’ll create a blueprint for IT development that plans for seamless integration of new technological tools as they become available.
TRUSTS & ESTATES
At Stephano Slack LLC, our team provides reliable assistance in the planning and monitoring of trusts and estates. Experienced in asset valuation as well as estate and gift tax rules and procedures, they are uniquely prepared to deliver services that provide a strategic approach to family and business requirements, philanthropy, retirement, and business succession.
Once your personalized trust and/or estate plan is in place, our experts will monitor its progress and facilitate any revisions, reconstructions, or changes necessary to ensure the best possible results. Face the future with confidence, regardless of the value or complexity of your unique estate and trust situation.
MERGERS AND ACQUISITIONS / DUE DILIGENCE
Mergers and acquisitions may be a more commonplace occurrence in today’s business world, but the complexity of the process remains the same. The highly experienced professionals at Stephano Slack LLC are ready to partner with you, whether you’re buying, selling, or merging, to successfully navigate the intricate path of your M&A. Beginning with a personalized, comprehensive approach, they perform due diligence that includes thorough examination of company operations, compliance, tax situation, financial structure, and corporate culture. Conduct your next merger or acquisition based on an in-depth knowledge of even the most complex aspects of the entity under review.
Throughout the process, we provide the extensive experience and professional advice needed to ensure that your business adapts well to new conditions and is prepared to grow and develop successfully far into the future.