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Our Services

Please see a description of our services below.  Feel free to contact us with any questions.

Tax Planning – Advance planning is essential to reducing your year-end tax liability.  Many individuals and businesses neglect tax planning during the year only to be surprised by their income tax liability at the end of the year. At PDFCO, our primary objective is to minimize the overall tax burden for our clients.  We work closely with both individuals and businesses to design and implement tax saving strategies aimed at maximizing after-tax income.  By working with our clients throughout the entire year and making sure they understand the fiscal impact of their decisions, PDFCO can help eliminate those negative surprises on Tax Day.

Tax Preparation – Let the professionals at PDFCO save you time and money by preparing your personal or business federal and state income tax returns.  With over 40 years of tax preparation experience and an in-depth knowledge of the tax code, we ensure that our clients receive all deductions and credits to which they are entitled.  In addition, your returns will be cross-checked using the latest tax preparation software to minimize the risk of an audit.  Finally, your return can be filed electronically so that you will receive your refund one a more timely basis.

Business Formation – Starting your own business could very well be the biggest decision you make in your lifetime.  At PDFCO, we aim to make you more comfortable with this decision.  Relying on on our extensive experience starting businesses for both ourselves and others, we work closely with our clients to develop an optimal game-plan for business formation.  Our professionals will educate you on the advantages and disadvantages of all available business entities and determine which entity is your best choice from a tax and accounting perspective.  From there, we can assist you with filing all the necessary paperwork, creating an in-depth business plan, implementing appropriate accounting software and systems, developing strategies for maximizing after-tax income, and complying with legal requirements.

Bookkeeping and Part-Time CFO Services – Having started several companies ourselves, we know first-hand the headaches that come from dealing with day-to-day, back-office responsibilities.  Let the professionals at PDFCO assist with your small business’ accounting and finance functions so that you can focus on what you do best: growing your business.  We help our clients maintain accurate accounting records by providing tailored bookkeeping services, including everything from bank reconciliations to financial statement preparation.  In addition, our part-time CFO services provide you with experienced financial management at a scale that is most appropriate for your company, allowing you to receive the benefits of a CFO at a fraction of the cost.

Small Business Valuation – Whether you’re looking to sell your business, buy an existing business or negotiate with a bank, knowing the value of your company is essential.  Your company’s valuation can also be used in litigation support for a number of legal issues, including fraud, bankruptcy and divorce.  The professionals at PDFCO maintain years of experience in valuing small businesses utilizing recognized valuation methods, current market conditions and proprietary research.  Be confident in your negotiations knowing that a trusted, qualified advisor provided you with an unbiased, objective and accurate valuation for your business.

Estate Planning – By applying our extensive knowledge of local, state and federal tax laws to your estate planning, PDFCO can assist you in developing a business succession and estate plan aimed at minimizing negative tax consequences.

Other – Additional services include business consulting, payroll, IRS representation, QuickBooks support, and others.