• Tax planning advice for business operations

• Assistance in complying with Federal, State, and Local tax reporting and disclosure requirements

• Income, gift and estate tax planning for individuals.

Current tax laws are so complex that even clients with a highly sophisticated internal staff will seek the counsel of independent tax advisors to fully protect the interest of the owner or shareholder. Because of our comprehensive experience in serving a wide range of clients, we are frequently able to identify advantageous tax opportunities, as well as provide early warnings to potential tax problems.

The firm has extensive experience in the preparation of returns and other forms in compliance with Federal, State, and Local laws. We are frequently asked to represent clients in deliberations with tax authorities - including the preparation of protests for appeal of tax assessments.

The firm provides a wide range of financial planning services for clients who are executives and owners of closely held businesses. This includes planning for income taxes, estate liquidity, cash flow, insurance, retirement, and capital management.

With respect to estates and trusts, we often assist attorneys, trustees and executors in the administration of estate and trusts, and provide tax planning post-mortem and inter vivos. We also assist attorneys by preparing Federal estate tax and State inheritance tax returns and, when necessary, we prepare financial schedules for executors' or trustees' judicial or informal accounting.

In performing these services, we frequently make use of computerized projections to discover the consequences of alternative courses of action. My Staff and I constantly keep abreast of the latest developments in estate tax law and related income tax.

BUSINESS CONSULTING SERVICES

At TJ Megale CPA, PLLC, we assist the business owner or prospective business owner in all aspects of the business cycle. We get involved in business structure, financing, payroll and all types of relationships needed to launch or purchase a business.

We use our vast experience to aid the business owner in not only forming their business, but the necessay tools and solutions to get their particular venture past the planning stage.

We understand the many areas that need to be addressed when setting up or purchasing a business. We assist in making the right choices when starting up, in order to avoid potential errors and omissions.

This area is one we pride ourselves in separating ourselves from just being an accountant!

Let us help you in your future endeavors.

Your Industry, Your Business, Your Accounting

At TJ Megale CPA, PLLC we provide customized services depending on your industry, your needs, and your budget. We can provide tax planning and preparation, payroll services, support services, Investment and pensions, capital needs, long-term financial planning advisement, budget preparation, bill processing, royalty audits, and much much more.

As your accountants we want to be more then number crunchers, we want to be your business and financial consultants, a reliable trusted source of business expertise, and finanical know how. The confidence and trust you expect, and the piece of mind your deserve, makes us a great fit for your accounting needs.

Industries We Have Serviced

• Aviation

• Construction

• Entertainment

• Family Offices

• Financial Services

• Hospitality

• Law Firms

• Manufacturing & Distribution

• Marketing Communication Services

• Medical Services

• Not-for-Profit

• Real Estate

• Retail, Apparel & Consumer Products

• Transportation

Retainer Fee Structure

Most of our clients choose to utilize many of our services, and in a effort to keep costs to a minimum we have developed a retainer based billing and payment structure. After determining the services that best fit your needs, we will work with your to help defined a customized payment option that fits your budget either on a monthly or quarterly basis.

Project Based Fee Structure

The majority of our engagements are on a fixed fee basis, mutually agreed upon prior to the start of each engagement. We try to understand each projects goals and deliverables, and come up with a project cost that makes sense.

Time Spent Basis

Some of our clients choose to engage us with a hourly basis for our services, in which we fully disclose our rates below based on the personnel needed to complete the work at hand.

• Thomas J. Megale $400/hr

• Associate CPA $250/hr

• Accounting Staff $200/hr

• Clerical $100/hr

• Out of Pocket Expenses are additonal

We are always available to meet at any time to discuss the right option for your needs and most all your budget.