Mardo, Lachapelle & Palumbo serves a variety of individual, business, and non-profit clients with our accounting, tax and consulting services. Below are a number of areas and services that we specialize in as follows:
International Taxation: Our firm provides tax advisory services to U.S. entities doing business abroad as well as U.S. citizens working abroad. We recognize that international tax regulations are very complex and choosing the wrong tax structure can put your company at a severe disadvantage, so we carefully monitor changes in tax rules to be sure our multinational business clients pay the lowest possible tax rates allowed by law. We work with our expatriate clients to be sure they are in compliance with all tax filing requirements, avoid penalties, and keep more of their hard-earned money.
Credit Union Services: Our firm specializes in credit union auditing, and consulting, as well as compliance and control testing. In today’s complex business environment, credit unions have seen increased pressure to meet membership, regulatory and environmental demands. We understand that keeping up with these ever-increasing burdens can be somewhat overwhelming, and we are here to help. We aide credit unions in protecting assets while fulfilling their regulatory requirements for compliance and control testing. At Mardo, Lachapelle & Palumbo, LLP we strive to provide the highest quality credit union auditing and consulting at reasonable rates. With more than 30 years of experience in the credit union industry, we appreciate the credit union movement and the increased prosperity it has brought to the places in which they operate.
Estate Planning Services: Estate planning is the implementation of financially efficient strategies to facilitate your wealth transfer goals. This includes estate tax minimization strategies, gifting strategies, charitable giving strategies, business succession planning, and special needs planning. At Mardo, Lachapelle & Palumbo, LLP we work with highly skilled attorneys and Certified Financial Planners to create a customized financial plan for each family we work with.
Small Business Services: We would be remiss not to include this broad category of services which is more accurately described as the “bread and butter” of our practice rather than a niche. Accounting practices may focus on a variety of practice areas. There are firms that prepare thousands of individual income tax returns as their main focus, others may do substantial work with municipalities, or hospitals. At Mardo, Lachapelle & Palumbo, LLP our most prominent practice area is servicing the accounting, tax planning/preparation, and business consulting needs of our small business clients. Our firm’s product is “service” delivered on a very personal level with an emphasis on maintaining close personal contacts with our clients and being attentive to their needs and delivering quality service.
Business Valuation Services: Timothy J. Murray, CPA, CVA provides quality business valuations for a variety of reasons including, but not limited to:
- Determining the value of assets and liabilities for a divorce settlement
- Determining a value of your business for selling or gifting purposes
- Resolving shareholder or partner disputes
- Assisting attorneys in litigation and providing expert witness testimony
- Developing estate and tax plans to secure your wealth
- Assisting in obtaining bank financing for an acquisition
