Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Accounting Services

New Business Formation

Choosing the right type of the legal entity format for your business is one of the most important initial steps when you start your new venture.  Here at Moses and Schreiber we will sit down with you in order to learn about your new venture and after our initial consultation, we help you decide the best legal entity type for your business.  We also help you...

  • Prepare and file your application for your Federal Employer Identification Number.
  • Prepare proper tax elections.
  • Provide payroll and payroll tax filing when you bring on your first employee.
  • Select a business structure that best fits your needs by evaluating tax advantages, legal exposure and ease of operation.

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Accounting Services

At Moses and Schreiber we provide financial information to our clients in a timely and accurate manner which is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Audits, Reviews and Compilations

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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 all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

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Tax Services

Tax Planning and Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients.  Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    • Tax planning and return preparation
    • Individual
    • Corporations
    • Partnerships
    • LLC's/LLP's
    • Estates, trust and gift
    • Not-for-profit organization
    • Tax authority representation
    • Divorce and support issues
    • Tax effects of buying/selling business

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Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Consulting Services

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Computer Consulting

Whether you are contemplating the addition of new computer hardware, overhauling your network, or choosing from a number of computerized accounting software packages our staff can assist you with many of the difficult decisions that must be made when designing your business' computer systems.  Our knowledgeable staff can help you automate your office to run more efficiently for your day to day operations as well as your accounting needs.

We are a Certified QuickBooks Pro Advisor®. We can assist you in QuickBooks® Setup, Training, and Reporting. QuickBooks® from Intuit is a great user friendly business accounting software.  It is economically priced for small business and we at Moses and Schreiber are fully versed in migrating your company's data into the program as well as training and supporting the software. 

We are members of the QuickBooks Professional Advisors Program.  For more information about the program visit the Intuit website and contact us.

The key benefit to having Moses and Schreiber handle your computer systems is that you will have a firm that not only understands your computer needs, but your company's needs as well.  We make sure that your company's data is preserved and properly transitioned to your new system no matter what software you decide to use.  We also train and support our clients on the software we install.

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Other Services

Litigation Support

When a client or a client's attorney requires professional insight, advice and specialized knowledge concerning legal action, Moses and Schreiber can assist with a variety of support services in areas such as expert witness testimony, business valuations, fact finding and financial information analysis, loss of business profits and damage calculations.

Moses and Schreiber, with experience in the industry and technical questions at issue assures our clients of the highest level of advice, insight and reporting.           

To perform detailed analyses and handle large volumes of data, we use flexible computer software, providing evidence and support one can depend on.

Our litigation support experience encompasses a wide range of cases including fraud, breach of contract, fiduciary losses, reorganization and bankruptcy, and dissolution and construction claims.

In today's litigious society, disputes are common, the stakes are high, and the cost of litigating is enormous. In addition, the vast amount of research and time needed to bring lawsuits to trial can be staggering. Disputed information often entails the detailed reconstruction and interpretation of incomplete or possibly falsified financial information.

Complicated cases require very specialized skills and highly experienced legal advisors. The objective view of an unbiased expert often is crucial. Our firm provides expert testimony, business, economic, and financial advice and analyses throughout the dispute resolution process.

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Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor®. We can assist you in QuickBooks® Setup, Training, and Reporting. QuickBooks® from Intuit is a great user friendly business accounting software.  It is economically priced for small business and we at Moses and Schreiber are fully versed in migrating your company's data into the program as well as training and supporting the software. 

We are members of the Quickbooks Professional Advisors Program.  For more information about the program visit the Intuit website and contact us.

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