Planning & Consulting
At Mansi & Company our vision is to be your network of financial advisors lighting your path…everyone no matter the financial situation benefits from strategic planning. Our team will facilitate the comprehensive management of your financial resources for a secure and worry free future. Looking holistically at all your goals be they early retirement, your children’s education or to start or end a business…we can help.
Consultations
Each time your life shifts…your financial plan should too.
As a member of your team we are concerned with keeping in touch with the changes and needs in your life. Our dedication to keeping an eye out for your financial well being means we will consult with your throughout the year and keep you on target toward your goals. This kind of Strategic financial planning is the key to our client’s continued success.
Accounting and Tax Services
Accounting is the heart of our firm and the key component to you and your company’s financial success. Mansi & Company sets itself apart from other firm by intently listening to a client’s accounting and tax concerns and goals. We offer honest, actionable and customized solutions. No time lost, no more worrying. We are your go-to, one-stop accounting resource that stands ready to help you with your financial needs now.
In our relaxed professional environment we offer clients a suite of services and our team is well versed within top industry standards of knowledge for each:
1. Tax Services
a. Individual Tax Returns
b. Business Tax Returns
c. Tax Projections and Planning
d. IRS Audit Representation
2. Accounting Services
a. Bookkeeping
b. Quarterly Reports (Payroll, Sales Tax)
c. Financial Statements
d. QuickBooks Training and Consulting
3. Business Consulting
a. New Business (start-up) Consulting
b. Business Sale Planning
c. Business Purchase Consulting
d. Business Succession Planning
e. Controller/CFO Outsourcing
f. Accounting System Design
4. Estate Planning Services
a. Estate Planning
b. Estate Tax Returns
c. Sub trust Funding
d. Elder Care Services