Melnick, Lilienfeld & Castonguay, CPA’s Financial security Boca Raton, Fl EMAILADDRESS:{email}| id: {id}

2670 NE 215th St., Aventura, FL · Toll Free (800) 937-1040
1515 North Federal Highway-Suite 107 · Boca Raton, FL 33432 · Phone: (561) 750-9971
www.mltaxcpa.com

Melnick, Lilienfeld & Castonguay,CPA’s
A Collaborative Approach to Financial Security

Consulting
Return Preparation
IRS Representation
Cash-Flow Consulting
Business-Valuation Studies
Tax and Estate Planning
Accounting and Financial Reporting
Family Mediation
Litigation Support
Outsourcing Options
Real Estate Consulting
Reviews and Compilations
State and Local Tax Studies
Facilitating

Financial Calculators

Quote of the Month

“A good leader inspires people to have confidence in the leader, a great leader inspires people to have confidence in themselves.” --- Eleanor Roosevelt

THE FAMILY LOVE LETTER

Some call it the death letter, but we like the “Family Love Letter.” It’s becoming more popular as days become more hectic.

The letter is not intended to be a legal document, but rather a road map to those documents and people that are part of your financial life, and as a way to spell out any personal requests. Include in it document locations, policy and account numbers, appropriate contacts and any other important phone numbers.

Make sure your kids know the letter exists. Read the letter once in a while to make sure it reflects any changes. And most importantly try to resist to temptation to say anything rude.

If you would like a copy of our “Family Love Letter” to fill out, please call us and we would be more than happy to send you a copy. 1-800-937-1040

ABOUT US

Who We Are

Founded in 1986, Melnick, Lilienfeld & Castonguay C.P.A.s provides a wide range of business and personal accounting, tax and consulting services throughout South Florida and beyond from offices in Aventura and Boca Raton.

Painting Your Financial Portrait

Accounting presents a portrait of your business health and an insight into your future. Painting this portrait demands knowledge of the most current laws and their applications, as well as excellent strategic counsel regarding the financial consequences of various decisions that might be made.

At Melnick, Lilienfeld, our success is built upon helping you collect and use accurate, timely financial information, plus helping you respond faster to market changes, trends and important changes in your operations. We offer a talented and thoughtful team that truly understands the business marketplace, providing a wide range of specialized financial services.

These services range from tax, business and real estate consulting to estate planning and corporate and individual planning. A particular strength is IRS representation and resolving tax-related disputes. We also take advantage of the latest technological advances to help you further enhance efficiency and profitability.

We pride ourselves on delivering exceptional client service with a personal touch. By treating each client as a family member, we have engendered trust among a roster of hundreds of corporate and individual clients

Bringing You Safety and Security

To make you feel safe and secure, we take the time to truly understand your present position and specific goals. Then we fashion financial solutions that are synergistic with your plans. We also eagerly stay abreast of new trends and strategies, and help decrypt the tax laws in ways that work to your advantage.

With this kind of results-oriented, personal approach to analyzing business operations and taxes, we develop solutions that best meet your personal needs. Indeed, many of our clients enjoy geometric returns on their investment in Melnick, Lilienfeld services and solutions.

Planning, Calculating, Managing

Tax Planning and Return Preparation

Corporations and partnerships
Estates and trusts
Individuals
Non-profit organizations
Non-resident returns

Accounting and Financial Reporting

Corporate
Personal

Estate and Other Tax Strategies Focused on Your Needs

Business tax planning
Corporate reorganization
Deferred compensation
Estate and trust administration including family mediation
Estate planning to include minimizing estate taxes, transfer of assets through gifts and trusts, asset protection and succession planning of closely held businesses
Personal tax planning " State and local tax issues
Tax sheltering

Positioning Your Business for Success

Banking relations and financial strategies
Business analysis and forecasting
Cash flow projections and budgeting
Design of employee benefit plans
Development and review of business plans and related financial projections
Real estate consulting and investment strategies
Regulation compliance
Strategic planning to start or restructure your business

Continuing Counsel to Make Your Business Succeed

Cash flow analysis
Computer services and systems review and designs
Employee vs. contractor disputes
Financing issues
Growth strategies
Litigation support services including expert witness and mediation relating to divorce, commercial disputes, bankruptcy, property settlements and tax court disputes
Mediation
Outsourcing options for accounting services to include partners in progress and full-time professionals without full-time employee status
Sales tax payment
Shareholder disputes
Wage and hour decision-making

Your Voice with the IRS

Appeal of proposed assessments and penalties
Delinquent tax return filing and processing
Employment tax examinations
Examination of tax returns
IRS notices
Negotiation of installment payment agreements
Offers in compromise
Release of levies and liens
100% penalty assessments

Our Commitment to Your Success

It's no accident that the majority of our clients have been with us for many years. Their complete satisfaction is our overriding goal. We keep clients satisfied by really getting to know them and their needs, by crafting imaginative solutions, by working around the clock if urgent situations demand, and by proactively anticipating needs in ways that provide comfort.

Take the Next Step

Let us help you achieve your goals of safety and financial security. You are invited to give us a call at 800-937-1040 or visit us at www.mltaxcpa.com.

Testimonial

Dear Bob:

I would feel remiss if I did not acknowledge my satisfaction with your professional accounting service.

After forty years of using one of Pittsburgh's large accounting firms, I now know for sure bigger is not always better. Meeting you and speaking with Fletcher has been the best service I have experienced in Boca Raton.

Both Seena and I have one regret, we did not meet you soon enough. Thank you and your organization for a most professional job.

Sincerely,

Mel Goldberg

We would love to hear from you.
Please click here to send your feedback or testimonial!

A Professional Association of Certified Public Accountants and Consultants	Toll Free: (800) 937-1040 Melnick, Lilienfeld & Castonguay, CPA’s 2670 NE 215th St. Aventura, FL 33180 Miami-Dade: (305) 937-1040 Broward: (954) 943-1040 Fax: (305) 935-2041 1515 North Federal Highway-Suite 107 Boca Raton, FL 33432 (561) 750-9971
Visit our Web site at www.mltaxcpa.com
Disclaimer: These articles are intended to provide resources for the tax and accounting needs of small businesses and individuals. The information contained in this Web site is intended to provide general information on matters of interest in the areas of tax and accounting. Users are encouraged to contact one of our firms accountants regarding specific situations.