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Services

Eckley Lombardi Glascott LLP provides a wide range of services to individuals and businesses in a variety of industries. At Eckley Lombardi Glascott LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

At Eckley Lombardi Glascott LLP, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing laws as well as recent tax reform. We are knowledgeable and invest heavily in continuing professional education to ensure we are current with tax law. We also excel in representation before the IRS and other taxing authorities in all facets, from routine notices to complex issues and audit representation.

These services include but are not limited to:

  • Tax Compliance-Business, C & S Corporations, Partnerships, LLC's, Non-Profit Organizations
  • Tax Compliance-Personal, Individuals, Trusts, Estates & Gift
  • Other Tax Types- Sales & Use tax, Property Tax, Payroll Tax, multistate reporting
  • Choice of Entity- formation, restructuring & liquidation
  • Tax Projections & Planning- business & personal
  • Real Estate Taxation
  • Transactional Analysis & Structuring
  • Executive Compensation- Stock options, deferred compensation
  • Mergers, Acquisitions & Succession Planning
  • Estate Planning

Assurance and Advisory Services

At Eckley Lombardi Glascott LLP, we focus on building close client relationships that add long-term value. This includes compiled and reviewed financial statements, evaluating financial procedures and working to produce strategies that assist our clients in facing the myriad challenges of business planning and execution. Our clients benefit from objective analysis which includes assistance in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality and its context, meaning more success for your business.

These services include but are not limited to:

  • Reviewed and compiled financial statements
  • Entity selection and restructuring
  • Financial projections and forecasts
  • Debt and finance advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession
  • Accounting software selection, implementation, and support

Accounting Services

From start-ups to established enterprises, businesses rely on timely, accurate, and insightful financial information in order to maintain profitability and capitalize on new opportunities. Eckley Lombardi Glascott LLP's accounting services assist you in achieving the goals of accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping Assistance (Monthly, quarterly, or annual)
  • Closing Assistance (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Reconstruction accounting/disaster recovery

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Eckley Lombardi Glascott LLP can assist you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and utilize it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

All of our business services staff are QuickBooks Certified Pro Advisors and are well qualified to assist you in the following areas:

  • Training
  • Installation
  • Setup
  • Support
  • Quality Assurance & Review

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Eckley Lombardi Glascott LLP combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Eckley Lombardi Glascott LLP can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Eckley Lombardi Glascott LLP can provide professional know-how to help you successfully structure and negotiate the deal. Eckley Lombardi Glascott LLP employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Financial and Retirement Planning

Eckley Lombardi Glascott LLP's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We will work in tandem with your counsel, investment advisors and pension plan administrators to guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Eckley Lombardi Glascott LLP can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Eckley Lombardi Glascott LLP's role is to assist you in navigating the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. We will also work in tandem with your estate and trust attorney. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.


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