Zimmerman, Marconi & Alzate: CPA Services
Zimmerman, Marconi & Alzate provide services that include tax, write-up, business valuations, financial planning, consulting, employee liaison and expert witnessing, forensic accounting and asset preservation. They also provide mediation services in such fields as dissolution of marriage, ante nuptial agreements, Modification agreements, business dissolutions, partnership disputes, buy/sell agreements, valuation disputes, perks and parachutes.
Accounting
Our firm provides a wide variety of accounting services. These services are designed to make your job easier and provide you with more time to focus on what you do best, building your business. Because we are small in number, our clients benefit by getting personalized quality service that is beyond comparison.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records are necessary to ensure that your business operates efficiently on a daily basis. The information derived from these records is priceless in timely decision making. Our firm provides a full range of cost effective accounting services. Among these are the following:
General ledger and financial statement preparation
Bookkeeping Services (monthly/quarterly/annual)
Accounting system design and setup
Computerized payroll services
Personal financial statements
Training for QuickBooks and Creative Solution software products
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on two levels of assurance:
Review – some analytical procedures conducted with limited assurance
Compilation – based upon client information provided and used primarily for internal use.
return to topTax
At Zimmerman, Marconi & Alzate we offer a complete range of tax planning and consulting services to help ensure your compliance with all necessary Government filings and reduce your overall taxation to the minimum amount allowed by law. Our significant investment in software for research and tax preparation enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, limited liability companies, trust and estates. Our expertise stretches to not only Federal Taxes but also the various State tax requirements.
We also deal with the IRS on all matters of tax including payroll, income taxes, 100% penalties, and Offers in Compromise. We have been very successful in reducing penalties and settling various state tax matters.
return to topMortgages
Our firm employs a licensed mortgage broker who is familiar with various different types of mortgages and is very experienced in designing various programs that would suit your specific situation. Being a client of the firm makes your entire financial picture a lot clearer to us and in turn allows the broker to better work with you in helping you decide how much you can afford and the best method of payment.
return to topBusiness Mediation/Divorce Mediation
One of the Company principals is a Supreme Court Certified Divorce Mediator and County Court Mediator. He was one of the first licensed mediators in the State of Florida that was not an attorney or psychologist. As a CPA mediator, his knowledge of numbers is highly beneficial in negotiations. He has been doing mediations for over 20 years and has a wealth of knowledge in negotiating and designing a program that helps to resolve disputes. His experience in areas such as auto accidents, employee disputes, landlord tenant, divorce, pre and post nuptial agreements and knowledge of accounting makes him a much requested mediator in tough cases. All disputes are resolvable if the parties are willing to sit down and talk.
return to topInsurance - Health, Life and Variable Annuity
Very often, clients come to us to review their insurance programs and to assist them in determining what would be best for them in there current situation, since we normally know a considerable amount about their personal finances. As their accountant and financial advisor we strive to give the best possible service and another way of doing this is to be trained and licensed in Health, Life and Variable Annuities. We can sell products and only do so in special situations.
return to topBusiness and Financial Planning
Business and financial planning is an art and we believe that this process takes individuals who are highly trained, committed and very experienced. Financial planning takes a well seasoned professional to understand the changing nature of society and a considerable knowledge of economics, the financial resources available and an understanding of politics with a sense to be highly goal oriented long-term. Planning is a philosophy and understanding what can happen in the future and the knowledge to be able to tweak the plan for changing times. Planning is not just forecasting… it’s a procedure, a program that must be monitored constantly. Knowledge, patience, experience and consistency are key terms in business and financial planning.
return to topCommon Interest Realty Associations (CIRAs)
CIRAs encompass several different types of associations, including condominiums and homeowners’ associations. We have been involved in CIRA accounting for approximately 13 years. Having served on the CIRA Committee of the Florida Institute of Certified Public Accountants, we are now members of the CIRA Section of the Institute. We currently perform various levels of bookkeeping and accounting, including bill paying, assessment collection and compilation and review of monthly financial statements. We also assist the various Boards of Directors in budget preparation and prepare annual income tax returns for associations.
Over the years, we have assisted approximately 20 CIRA clients and currently work with 12 associations covering approximately 900 condominiums or homes.
return to topPerks and Parachutes
Perks and Parachutes are another way of saying “Benefits”. These are terms originally coined to describe what benefits highly compensated executives receive from large corporations. We hear this term quite often when we read about the long term payouts key executives receive after termination from employment. We can help design programs that would be incorporated in employment contracts for long-term benefits. We work with attorney’s in putting together these programs that assist you in long-term financial security.
return to topReorganizations
Our firm takes a very active part in assisting our clients with purchase, sale and/or reorganizations. We review tax implications and assist in all aspects of the union. We feel that we are uniquely qualified in this area; not only from our many years in public accounting working with companies in all stages of maturity, but also because we have served private and public companies as Board Members, Chief Financial Officer and/or Controller. We are quick to recognize the indicators of a company about to get into serious trouble and how to recommend turning them around. We have the experience and the working relationships with many banks, attorneys, creditors, suppliers and employees to advise and assist in returning the entity to a viable business.
return to topBusiness Valuations
Our principals are experienced performing business valuations for companies in many different industries and in various stages of growth. These valuations are used for estate planning, stockholder disputes, divorces and buy/sell agreements. The determination of the value of a business, whether Fair Market Value, Fair Value or some other prescribed level of measurement is often very subjective and takes a lot of training and experience to be accurate. We have the knowledge to calculate a value that will not only stand up to IRS scrutiny or be supportable in court, but perhaps equally as important, to give you the advantage in negotiations for a sale or purchase.
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