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| WHY CHOOSE JOANNE
MARTONE, CPA, P.C.? |
Joanne offers her clients accounting services combined with financial planning
components customized to meet individual needs and desires. Accounting involves
more than just posting numbers to produce financial reports. Joanne's
philosophy is to help identify which services are needed by a client and which
planning aspects should be utilized by taking time to get to know you and your
lifestyle and/or business. Her work and attention to detail emphasize a
proactive approach to enhance the quality of your financial data and help
determine the appropriate route to get you to where you want to be. Decision
making is often a joint effort between yourself and Joanne with options and
risks clearly defined.
ACCOUNTING
- Compilation and Review Services
- Computer System Setup and Training
- Bookkeeping Services and/or Training
- Cash Management
- Employee Benefit Possibilities
TAX
- Individual, Corporate, Partnership and Fiduciary Tax
Preparation
- Knowledge of all State Returns
- Estate and Gift Tax Returns
- Tax Planning (Individual and Business)
- Audit Representation
FINANCIAL PLANNING
- Personal Financial Planning
Retirement Planning
Estate Planning
College Funding Requirements
Investment Strategies
Budgeting Issues
- Business Financial Planning
Cash Flow Management
Succession Planning
Ratio Analysis
INVESTMENTS
- Investment Counseling
- Investment Monitoring
- Investment Management
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