Our Services
Full-Service Tax and Accounting Trusted Advisors for high-achieving business owners and individuals
What we mean by “Full Service”
1) The breadth of services we provide our clients
Being a trusted, full-service CPA firm partner for our clients isn’t some pre-determined checklist of deliverables. Yes, much of our work revolves around expected, scheduled tax preparation and financial reporting. However, there is an ocean of gray area in the world of tax management, financial reporting and regulatory compliance, constantly shifting and changing. At Mock Bosco we handle a wide array of tax and accounting issues for our clients, guiding them on the right path among countless options, handling both the expected and unexpected needs for their tax management and financial reporting.
2) How we deliver those services
It’s critical that our clients feel they are getting “full service” from their CPA firm, beyond just the tax returns or financial reports delivered.
“Old School” Responsiveness – At Mock Bosco this means returning phone calls and emails promptly, efficiently, thoughtfully.
Timely and Accurate – Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised.
Well-organized – Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis, and effectively tell the accurate story about your business.
Tax Management
Proactive strategies to minimize current and future tax liabilities
Compliance guidance for complex rules and regulations
Preparation of federal and state returns
We take a proactive vs. reactive approach to tax management for our clients.
We continuously monitor federal, state and local tax law changes to allow our clients to minimize current and future tax liabilities.
Our tax services include but are not limited to:
Individuals
Corporations
Partnerships
LLCs/LLPs
Estates, trusts & gift
Not-for-profit organizations
Taxing authority representation
Tax effects of buying/selling a business
Accounting Services
We begin with the basics but analyze your operations from a totally outside perspective. We believe the most important contribution our firm can make is to ensure your company’s competitive edge.
Whichever financial reporting service we are engaged to provide, you will receive the same advanced level of service from the entire staff at Mock Bosco. We view each client engagement on an individualized basis so the specific approach we utilize depends upon the client size, the industry in which the client operates, and the client’s specific accounting policies and procedures.
Financial Reporting for virtually any business need
Audits
Reviews
Compilations
Consulting Services
Consulting is not a “separate” service at Mock Bosco.
We are Tax and Accounting Trusted Advisors for our clients. By the nature of our close partnership approach, we get to know our clients’ operations.
This, combined with our experience over the years in numerous specialized areas, gives us the opportunity to add value beyond just timely and accurate financial reporting, providing ongoing constructive solutions for maximizing your company’s profitability and efficiency and reaching your key goals.
Our service model is 100% focused on our clients’ best interests and needs.
Not our needs to package and push services.
Here are just a few of the ways we advise and help our clients:
- Identify areas negatively affecting profitability and growth
- Offer ideas for efficiencies based on what we see in getting to know your operations
- Develop solutions that are practical and technically sound
- Acting as a sounding board for management
- Provide comprehensive, flexible strategies that address the issues affecting your business
- Accounting software selection and implementation
- Type of entity selection
- Acquisition, merger or creation of other businesses
- Selling, succession or other exit-related business events
- Financial & retirement decisions
- Estate, trust & gift planning
“They’ve helped us go through a merger and acquisition, helped us create new companies in multiple states. We've been through every phase of growth in our various industries with them, and they've been just incredible support and great advice through all of it.”
– Successful local entrepreneur across many industries
Want to learn more about Mock Bosco?
While browsing through our Website, please feel free to contact us with any questions or comments you may have. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions.
GIVE US A CALL
412-276-5700