Steven A. Goldberg, CPA

Steven A. Goldberg, C.P.A. is a full service accounting and consulting firm that offers accounting, tax, business consulting, and wealth building services to businesses and individuals throughout Michiana. Our goal is to be trusted advisors to our clients and, while minimizing taxes, to assist them in meeting financial goals and increasing net worth. We believe that personal attention is critical and we pride ourselves on strong relationships with individual clients, business owners and their staff. We realize that our services and advice are an integral part of the financial health of businesses and families, and we work hard every day to provide high quality services and develop trusting relationships. SERVICES: Accounting Our full range of comprehensive accounting and auditing services will help you achieve the most profitable results from your economic activities. Accounting and Auditing Services We have one of the most complete financial statement preparation programs in the Michiana area. And we have programs for all sizes of businesses. Plus we'll help you understand the financial ramifications of your business and monitor it to meet any audit or disclosure requirements you may need to address. Our services include: Financial Statement Preparation Reviews, Compilations, and Audits Preparation of Interim Financial Statements Preparation of Year-End Financial Statements Assistance in Adjusting and Closing Books Accounting, Payroll, and Bookkeeping Services We offer a complete list of accounting, bookkeeping, and payroll services to supplement or substitute for your company's operations. Our services include: Complete Bookkeeping and Accounting Services Accounting Software Services QuickBooks Installation, Training and Consultation Business Start-Up Services Our business start-up services and your accounting systems will provide you with everything you need to make your new business a successful one. Our services include: Projections and Forecasts Financing Options Budgeting Setting up Books Tax Services Achieve the most for your tax dollars with some of the widest-ranging and most comprehensive tax services in the area. We all know that taxes are one of life's few certainties and that minimizing their impact is really important. But one thing that is uncertain is the number and significance of changing tax codes. Our wide range of services help you eliminate the need to keep up with these codes. And, if the need arises, we also have extensive experience in successful IRS problem resolution. Our tax services include: Tax Planning Multi-Year Income Forecasting and Tax Minimization Impact and Options for Changes In Family Status Multi-State Considerations and Tax Minimization Tax Compliance and Filings Corporate Federal and State Tax Preparation S Corporation Federal and State Tax Preparation Partnership Federal and State Tax Preparation Individual Federal and State Tax Preparation Trust, Federal, State Tax Preparation IRS Representation and Problem Resolution IRS Audit Preparation Designated Representative for Meetings and Hearings Negotiations and Appeals Financial Planning Our innovative business, financial management and planning services will help you achieve your financial goals. Your business and financial planning situation is unique. But our comprehensive services will find a solution tailored to your specific needs. Our goal is to provide you with the documents necessary to grow your business. Business Planning and Problem Solving Our services will help you grow your business, increase profitability and operate more efficiently. They include: Financial Projections and Long Term Forecasting Management Succession Planning Budget Development Buy-Sell Agreements Lease-Buy Analysis Working with Banks Operational Reviews Insurance Analysis Business Formation, Valuations, Acquisitions, Mergers and Sales We can assist you in starting, acquiring, merging or selling your business. Our services include: Incorporations and Formations Financing Structuring Transactions Expert Testimony Estate Planning and Taxation Family Business Consulting and Succession Planning We recognize the many unique attributes of family businesses. So in addition to standard account and tax services we have had significant additional experience helping owners and families in the following areas: Succession Planning Estate Planning and Taxation Wealth Building and Financial Planning We’ll help you meet your financial goals, whether they include getting the most from your income and current assets, increasing your net worth, or planning for financial stability. Our services include: Family Budgeting Retirement Planning and Investment Options Planning for Education Estate Planning Our services can aid you in minimizing your estate taxes. They include: Avoiding Probate Living Trusts and Wills Power of Attorney and Health Care Power of Attorney Gifting and Charitable Giving Estate, Trust and Gift Tax Filing Legal Services Achieve peace of mind in complex legal matters with our highly trained specialists and legal support services. Accounting and tax issues associated with litigation, divorce, bankruptcy and other legal situations are usually very complex. If they should occur, our legal support services will assist you in working out those issues. Our services include: General Litigation Expert Witness Testimony Calculation of Damages Analysis of Financial Records and Documents Calculation of Profits/Losses from Business Ventures Assistance with Depositions Income Tax Appeals Calculation of Embezzlement-Related Losses Change in Marital Status Analysis of Earnings Preparation of Personal Property Inventory Business Interest Valuations Property Interest Valuations and Distributions Analysis of Income Tax Issues Bankruptcy Financial Analysis and Options Reporting Requirements Exiting Bankruptcy Strategies Bankruptcy Trustee

Address: Parkview Atrium, 300 South St. Louis Boulevard, Suite 103, South Bend, IN 46617, USA

Phone: +1 574 289 8984
FAX: +1 574 289 1364