Christakos & Co., PC
Accountants and Consultants

Tax Planning and Preparation Services

Our team of experienced CPAs offer Tax Planning and Tax Return Preparation services for Individuals, Small Businesses, and Trusts.

<strong>Cutting-Edge Tax Strategies</strong>

Cutting-Edge Tax Strategies

We are knowledgeable on the latest strategies aimed to minimize your tax liabilities. Our team is committed to continuous learning and staying on the cutting edge of new tax laws and policies.

<strong>We Can Represent You</strong>

We Can Represent You

Are you Dealing with tax authorities? We can assist with tax audits and appeals.

<strong>Our Family, Your Support</strong>

Our Family, Your Support

Make more confident financial decisions, supported by our family's dedication to helping yours thrive.

<strong>Consulting Services</strong>

Consulting Services

  • For Business Owners
    • Tax Planning for Business Owners, Founders, and Entrepreneurs

    • Employee Compensation Formula 

    • Employee Benefits and Financial Wellness Programs design

    • Succession and Exit Planning

    • Annual compliance requirements (Forms 1099, Personal Property Affidavits, Unclaimed Property Reports)

    • Remote Bookkeeping 
  • LifeSciences and Healthcare Professionals
    • Tax Management Strategies  

    • Estate Planning for Doctors and Medical Practice Owners

    • Personal Bookkeeping and Multi-Family Office Services

    • Financing Strategies for startup or expansion

  • Education and Training
    • Quickbooks Online Training solutions by Quickbooks™ Proadvisors 

    • Quickbooks remote setup and account mapping

    • Learn how to use your data to grow your business
       
    • Daily Task Automation

    • Key Factor Report Design and Analysis

    • Training available for owners and staff

    • Employee 401(k) education programs
  • Divorce and Matrimonial
    • Our Certified Divorce Financial Analysts® (CDFA®) are trained to provide financial information and assistance to people going through a divorce

    • Gathering information for disclosures

    • Evaluate the tax impact of various settlement options

    • Rebuilding your finances after a divorce

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