Services


Lavine, Lofgren, Morris & Engelberg’s hallmark is the professional, thorough, and responsive manner in which we approach our clients’ needs. We work closely with clients to achieve their goals and improve effectiveness and profitability.

We provide a broad range of services, giving our clients immediate access to different types of expertise from one organization. Our services are in-depth and comprehensive to meet the changing needs of businesses today.

Tax Services:

  • Tax Planning & Preparation
  • International & Multi-State Strategies
  • Quarterly Estimated Tax Payment Planning
  • Year-End Tax Planning
  • IRS Representation
  • Retirement Options
  • Estate Planning
  • Entity Selection
  • Partnership Allocation Strategies
  • Stock Option Planning
  • Pension Plan Structuring
  • Industry-Specific Tax Consulting
  • Transaction Structuring for Optimal Tax Savings
  • Tax Liability Minimization Between Corporations & Owners
  • On-Going Review of New Tax Laws, Changes & Opportunities

Accounting Services:

  • Audit, Review & Compilation of Financial Statements
  • Cash Flow Analysis
  • Employee Benefit Plan Audits
  • Internal Control Evaluations
  • Partnership & Buy/Sell Agreements
  • Forecasts, Projections & Budgeting Development
  • Private Placements & Financial Counsel
  • Financial Workout Counsel
  • Tax Accrual

Business & Strategic Consulting:

  • Operational Review
  • Cost Reduction & Profit Improvement Assessment
  • Mergers & Acquisitions
  • Business Succession Planning
  • Computer Management & Support

Client Accounting Services and Solutions:

  • Accounting Services for:
    • Individuals
    • Small to Mid-Size Entities
    • Start-Up Companies
  • Accounting Software Supported:
    • QuickBooks (Certified QuickBooks ProAdvisors)
    • Peachtree
    • MAS 90
    • SAP
  • Sales & Property Tax Form Filing
  • Form 1099 Preparation and Filing
  • General Ledger Review, Analysis & Adjustments
  • Merger & Acquisition General Ledger Consolidation
  • Outsourcing & Part-Time Accounting Staff
  • Accounting Management and Controller Services
  • Accounting Preparation for Governmental Agency Audits