Croce & Company provides a wide range of services to individuals and businesses in a variety of industries, ranging from agri-business and real estate to governmental and nonprofit organizations. The diversity in the spectrum of industries we serve stems largely from our size, which enables our professionals to specialize in various areas and to become highly skilled in their respective fields. At Croce & Company, 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:
At Croce & Company, 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 found in existing as well as recently altered tax laws. We communicate with our clients about new developments in legislation and its potential impact on their tax plans. Our range of tax services include:
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can assist in a smooth succession of ownership. Croce & Company can coordinate the preparation and systematic update of documents that include wills, trusts, community property agreements, and insurance policies. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. 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.
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Croce & Company can advise you on choosing an entity type and later restructuring if it is advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Whether you are a corporation with overseas operations or a business, an individual needing to work out taxation of U.S. residents working abroad, or a foreign citizen working in the United States, Croce & Company can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. We can help you make sense of how you are affected by them.
Acting as your business advisor and accountant, we can audit, review, or compile your financial statements to meet reporting needs as determined by your board of directors, lender, or regulatory agency. We tailor our approach to your needs while always maintaining the highest level of quality possible. We also believe in keeping you informed of accounting developments that will impact your business. Our belief is that a successful engagement requires ongoing communication with you – our clients. Our range of assurance services include:
At Croce & Company we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist 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 or its context, meaning more success for your business. According, our professionals provide a variety of services, including
Croce & Company’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can 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, Croce & Company 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.
Croce & Company litigation support and forensic accounting services can be employed in a wide range of situations including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.
As technologies rapidly advance companies increasingly need to update their computer systems. Croce & Company can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system’s performance taking into consideration any budget you may have.
Choosing and administering benefit plans for your employees is often a complex process. Croce & Company can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Croce & Company 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, rebalance 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.
No one can predict the future perfectly but we can all benefit from planning for it. Croce & Company 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.
Whether your needs are corporate or personal, Croce & Company’s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
The range of needs for valuing businesses continues to widen, and Croce & Company offers in-depth analysis to help identify and analyze the factors that drive the value of your company as well as analyze those in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. Many factors contribute to the perceived value of a business. Our expertise will help you evaluate entities that you have an interest in and guide you towards making confident business decisions. Services our experts can assist you with include:
Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, Croce & Company can provide professional know-how to help you successfully structure and negotiate the deal. Croce & Company 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.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Croce & Company’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance. Our firm provides a full range of cost effective accounting services, including:
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Croce & Company can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Our Quickbooks Certified ProAdvisor staff members will personally train you. Learn either one-on-one or with several individuals within your organization at your company’s location. We also offer comprehensive classes conveniently located at our Stockton office.
Croce & Company offers the following solutions to help meet your QuickBooks needs:
Croce & Company’s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.