Due to the size of our Firm, our clients receive personalized quality service.  Friedberg, Smith  has the resources, experience, and depth of knowledge to offer the following services to individuals, businesses and not-for-profit organizations: Business Services Accounting Services Our Firm offiers a complete range of accounting services.  We compile and review financial statements for our clients which can be used by management, financial institutions, outside investors, and other third parties.  We will also prepare custom financial reports for internal managerial use.  Audit and Attest Services Our Firm offers both limited and full scope attest services for those clients who require these services. Accounting Software Selection & Implementation Our Firm can provide services to assist you in selecting and installing your accounting software. Financial Forecasts and Projections Our Firm provides complete financial and business forecasting services, including proforma projections.  Benefit Plan Services Our Firm can assist you in implementing and accounting for qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SIMPLE, HSA, life insurance and health insurance plans. Our Firm can provide auditing services as required for your pension and profit-sharing plans, as well as preparation of Form 5500. Tax Planning and Return Preparation Our Firm offers a full range of tax planning and compliance services.  We will work with you year-round in order to minimize your total tax burden.  Our Firm continuously monitors federal and state tax law changes to allow our clients to minimize current and future tax liabilities.  Of course, we offer full tax preparation and filing services for individuals and businesses.   Not-for-profit Agency Services Friedberg, Smith provides services to over seventy different not-for-profit organizations.  Our extensive experience in the not-for-profit arena make us uniquely qualifed to handle the many nuances of not-for-profit accounting and tax reporting. In addition to the services provided to all businesses listed above, our Firm is qualified to perform Federal OMB A-133 audits and State of Connecticut Single Audits, as well as program audits as required by certain Federal or State agencies.  We are experienced in dealing with the various agencies of the State of Connecticut as well as many Federal grantor agencies, including HUD. We take the time to meet with the Board of Directors, Audit and Finance Committees of our Not-for-profit clients, as we believe that assisting the Boards in understanding the Agencies finances is an important part of our job as an Auditor of a not-for-profit agency.   Individual Services  Estate and Gift Planning Our Firm offers estate and gift planning services which can help to minimize both federal and state estate tax liabilities Tax Planning and Return Preparation Our Firm offers a full range of tax planning and compliance services and we are available to work with you year-round.  Our Firm continuously monitors federal and state tax law changes to help our clients to minimize current and future tax liabilities.  Of course, we offer full tax preparation and e-filing services for individuals and businesses. Financial Planning Services Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our Firm provides a complete range of advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include:  - Financial Planning to Achieve Specific Goals - Retirement Planning - Estate and Business Succession Planning