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Our Services

A.L. Nella & Company establishes a personal connection with you and your business. We listen to your needs and tailor our services to them.

We work with you to clarify your goals, and then help you establish a strong financial structure to aid in your success. Our service is characterized by quick and reliable turnaround, creativity, and one-on-one communication.

Our staff has experience with individuals and business clients in many industry sectors. Below are short descriptions of the types of services we can provide you, your family and your organization.

Specializations

  • Professional service organizations: law firms, medical practices, IT consultants
  • Small businesses including start-ups, multi-state operations, and proprietorships
  • Tax-exempt organizations
  • Integrated plans to help clients achieve both personal and business goals

Accounting & Tax Services

  • Tax planning and preparation
  • Tax reduction strategies
  • Audits, reviews and financial statement preparation
  • Accounting control implementation
  • Bookkeeping
  • Payroll administration and tax compliance

Business Planning

  • Strategic action plans
  • Customized accounting systems
  • Financial management training
  • Forecasting and budgeting
  • Inventory planning, efficiency consulting and cost control
  • Compensation and retirement plans

Services for Individuals & Families

  • Federal and state tax returns
  • Personal financial profiling and strategic planning
  • Effective representation before IRS and other government agencies
  • Tax planning to minimize liability
  • Wealth building and enhancement plans
  • Real estate transaction strategies

Estates & Trusts

  • Wealth building and transfer planning to maximize inheritance to beneficiaries
  • Federal and state tax returns
  • Probate court accounting
  • Reporting for estates and conservatorships

Valuation Services

  • Employee Stock Options
  • Enterprise Valuation
  • Fair Value Assessment
  • Impairment
  • Purchase Price Valuation
  • Estate and gift tax valuation
  • Partnership and shareholder buyouts

Financial Planning Services*

  • Long-term investment planning
  • Pension, retirement and estate planning
  • Education fund planning
  • Tax strategy
  • Advice on insurance products, annuities and mutual funds