Croce & Company Services

Meeting your needs

Croce & Company offers a variety of services targeted to meet specific needs of individual clients as well as diverse businesses. In fact, we serve a wide range of business types including agriculture, non-profits, governments, medical practices, etc. Because we are a large firm, we can specialize in multiple service areas such as tax management and preparation, business valuation, and much more. Our primary mission is to assist clients in achieving their monetary goals in a dynamic financial climate.

Our professional services include:

Tax Administration and Preparation Services

Have you arranged your financial affairs to minimize tax liability? Our objective is to create a financial blueprint for our clients to follow by leading them through a series of tax planning and preparation choices with the goal of limiting their tax liability, increasing their cash flow, and achieving their financial aspirations. We thoroughly research and analyze new and existing tax laws to ensure that our services are current. In the event that a change in legislation potentially affects our clients, we will adjust their monetary goals to safeguard their continued financial growth. Our breadth of tax services include:

Estate and Trust Planning and Tax Preparation

Do you have an estate plan? An estate plan is an important part of any ongoing financial planning process. Estate and tax planning ensures that your wishes are followed and protects your beneficiaries by allowing them to avoid financial worries and complication while coping with grief and loss. Sound estate, trust and tax planning can safeguard the financial well-being of your loved ones and can assure businesses of a fluid transition of ownership. Our role is to guide you through intricate, changeable tax laws with the goal of facilitating the transfer of assets and diminishing the tax liability of your beneficiaries. We will assist you in the management, preparation, and amendment of legal documents including wills, trusts, community property, agreements and insurance.

Selecting and Restructuring Entities

How do you know which legal entity is right for you? The choice of entity will have substantial repercussions in many aspects of your business from taxation to liabilities and more. Whether you are forming a business or in the process of growing and developing one, we can advise you on the most advantageous type based on your business functions and processes.

IRS Representation

Can you effectively represent yourself to the IRS? Receiving a notice from the Internal Revenue Service is stressful, as most taxpayers do not have the knowledge or experience needed to gather and communicate the required information to tax authorities. We have the knowledge base necessary to present your situation to the IRS in the event that you receive an IRS notice or audit. Proper representation often makes the difference between an equitable agreement, and one that costs you far too much money.

International Taxation

Do you understand the complexities of international taxation and tax preparation? Our goal, as international tax specialists, is to decrease your worldwide tax liabilities. U.S. tax law contains rules concerning residents of foreign countries within the United States (inbound taxation) and U.S. residents, citizens, and corporations outside the United States (outbound taxation).  Our specialists can assist you in navigating the complexity of these tax laws while remaining in strict compliance with international tax laws.


Assurance and Financial Statement Services

As an assurance service provider, we compile, audit, and review financial documents to meet any reporting and informational needs required by your board of directors, lender, regulatory agency, or designated decision maker. The goal of our assurance service is to provide you with necessary information so that you can make better, informed decisions. As a result, we believe in the value of ongoing communication with our clients in order to customize our services to meet your unique needs. Our range of assurance services includes the following.

  • Audited financial statements:  These statements offer the highest level of assurance to third parties and include in-depth examination and confirmation of account balances, inventories, investments and other selected transactions. We perform audits to remove errors and ascertain the validity and reliability of your information.
  • Reviewed financial statements:  These statements provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring additional examination. We perform these reviews to confirm the integrity of your data.
  • Compiled financial statements: These statements provide financial information for a company’s internal usage. The results are based on information provided by the company’s management team. Compiled financial statements do not conform to the same level of assurance as the previous two statements do, but they do comply with Statements on Standards for Accounting and Review Services (SSARS).
  • Personal financial statements: These statements show an individual’s financial position at a given point in time.  They usually include general information about the individual as well as a breakdown of total assets and liabilities.
  • Agreed upon procedures: The report findings of an agreed-upon engagement do not constitute a full financial statement audit, but does provide a very detailed accounting of the procedures used to prepare the report. This type of engagement constitutes an agreement between you and our firm about the type and extent of the procedures you wish performed on a specified subject matter, for example, assurances on receivables and inventory, compliance with specific regulatory requirements, etc.
  • Government reporting compliance: These statements can help you determine if your company is up-to-date and in compliance with all the federal, state and local laws and regulations with which your company must adhere.


Financial Advisory Services For Individuals and Businesses

At Croce & Company, we have broad experience in a diverse set of practice areas and industries that benefit our clients. We forge close client relationships so that we can assist you in building and maintaining your long term financial health. Our goal is to deliver specialized financial advise so that you can better understand your options, opportunities, and vulnerabilities. To this end, we work towards securing the integrity of your financial records, evaluating your financial procedures, and producing strategies that help you in your business planning and execution. We offer objective analysis to assist you in controlling business costs, minimizing taxes, and maximizing profits. We can assist you in business process improvements via technology that will increase efficiency and effectiveness by allowing you to boost your market share, augment quality management methodologies, and elevate customer service.

Employee Benefits, Pension, and Profit-Sharing Plans

The purpose of employee benefits is to increase the economic security of your employees, and as a result, improve worker retention across the organization. Management of employee benefits is time consuming, complex, and expensive. Croce & Company can help your business maximize the tax advantages associated with providing these benefits.

Cash Flow and Budgeting Analysis

In business, cash flows are crucial to solvency and can serve as an indicator of a company’s financial stability. Thus, good cash management is essential in ensuring a company’s liquidity and profitability. Croce & Company can help you ensure good cash flow by analyzing your budget and creating a business plan that supports your financial success.  We will revisit your plan as changes in your business structure occur so that you remain operating at an optimal level.

Financial Projections and Forecasts

At the heart of any successful business plan is a forecast or a projection of future financial statements.  Based on our understanding of your business, we can produce a financial forecast of your company’s potential financial position that can greatly help you achieve your financial goals. Our firm stays current with market trends to understand the vast assortment of opportunities and risks facing businesses today.  As a result, we can better advise you about anticipated changes in the future. Based on your particular needs, we can deliver any required service–from detailed reports to carefully crafted financial models.

Debt and Finance Advising

Whether your needs are personal or business related, our firm can assist you in selecting among the  various options available for debt management and financing that will reduce your payments and/or the total amount of interest paid on debt. Readjusting your debts can also result in tax deduction savings. Even if you are able to cover the payments and the amounts of your current debts, our knowledge and experience may allow you to conserve your money and/or lower your payments.


Accounting and Compliance Services

Whether you are a fledgling company or an established business, you rely on factual and perceptive financial information to maintain profitability and to realize new opportunities. Croce & Company offers excellent accounting services that will assist you in achieving these objectives.  Some of these services include:

  • Income tax planning strategies
  • Accounting systems set up
  • Payroll tax preparation
  • Sales and use tax preparation
  • Personal property tax preparation
  • Tax return preparation
  • Personal finance planning
  • Business consulting
  • Information technology consultancy
  • System design and installation assistance
  • Loan and credit application preparation
  • Benefit and compensation plans assessment

As Certified Public Accountants (CPAs), we can serve as both independent auditors as well as financial and tax advisors to individuals and businesses.  At Croce & Company, we truly care about our clients and we strive to provide you with practical solutions for a variety of business concerns and questions.


Accurate, comprehensive and up-to-date recording of financial transactions is critical to the success of any business, yet this task is time-consuming. Croce & Company provides professional, affordable bookkeeping so that you can spend less time working on accounts and more time growing your business.

QuickBooks Assistance

QuickBooks is a powerful accounting software application that allows you to organize your business finances in one location. In today’s technology-savvy world, businesses need to commit to using software applications and to providing support and training to their employees.

Our firm provides the following options to assist you with your QuickBooks requirements:

  • Training: Croce & Company offers QuickBooks training to one or more members of your staff either at your company’s location or at our Stockton office.
  • Installation: We can install QuickBooks on stand-alone computers or in a network environment for single or multiple users.
  • Setup: We assist novice QuickBooks users with initial setup including EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also assist advanced users in managing their business processes more effectively, for example, by improving their current setup options. Many users experience problems and lack the ability to generate and track important information due to inadequate setup.
  • Support: Our QuickBooks support service can troubleshoot any problems you may experience during installation, setup, or operations. In addition to our software support, we can also provide assistance with accounting and payroll data entry.
  • Review: Our QuickBooks review service helps your accounting and payroll staff by providing expert examination of transactions, accounts and reports. Reviews ensure that your business receives timely, relevant and reliable financial information so that you have an accurate picture of your business’s financial condition. We inform you of any required alterations or reclassifications. We can perform reviews upon request; however, regular monthly reviews supply you with up-to-date information and feedback about your business.

Payroll Services

Croce & Company can assist you in developing and implementing a computerized payroll system.  We can help you manage timely and accurate payroll functions critical to your business.