Many companies today pay lip service to customer service. At E.M. Salfi, CPAs, we thrive on
it. Our dedicated staff works with you to make the tax process as transparent and painless as possible. And yes, a real person will answer if you call us on the phone.
 

You’ll quickly find that we specialize in:

• Personalized service tailored to your needs and expectations.

• Professional service that is efficient, accurate, and responsive.

• Friendly service that is reliable, honest, and trustworthy.

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Tax Preparation Services

At the beginning of the tax year, each client receives a personalized information packet in the mail. A key component of this packet is a 3-5 page questionnaire that we ask each client to fill out and return to us. This information helps us understand your current personal or business tax situation, be aware of any changes or differences from the prior year, and provides insight on future tax planning issues. Many of our clients find this packet extremely valuable in helping them organize their tax forms and papers. This makes it easier for our staff to digest the information and begin working on your particular situation.

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Accounting and Business Services

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Whether it is about financial planning or estate planning or education planning, we work with our clients make informed decisions that align with their financial goals, minimize taxes and protect their assets. We begin with an introductory discovery meeting (it can be in person or via Zoom) to understand the client’s financial situation, their objectives, and their needs. We look to make sure there is a good “fit” between our practice capabilities and the client’s financial needs.

Once engaged, E.M. Salfi will develop a comprehensive plan that includes strategies (both short-term and long-term) to optimize cash flow management, improve tax efficiencies, and ensure compliance. We also work with our clients to help monitor and suggest adjustments to the plan in case there are any life changes (job change, inheritance, marriage/divorce, business ownership change, etc.).

If required, we will also coordinate with financial advisors, estate attorneys, insurance agents and business consultants. You will also come to appreciate our fee structure. Our goal is to make sure we provide the best technical expertise, trustworthiness and personalized service.

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