Marcum LLP
Tax & Business

Financial Statements

 

Marcum's Financial Statement group handles all non-attest engagements and performs various attest engagements for a variety of our firm clients, including businesses, individuals and other entities.

Whether a client is starting a new business, in need of a forecasted financial statement, or in need of a financial statement, the Financial Statement group understands each client's needs. They can provide the type of financial statement or report necessary for clients to achieve their financial objectives and goals.

Members of the Financial Statement group have an in-depth knowledge and understanding of all financial accounting standards, which provide the highest professional standards required of our profession.

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Scope of Services

  • Compilations.
  • Personal financial statements.
  • Guardianship and court accountings.
  • Agreed-upon procedures.
  • Projected financial statements.
  • Forecasted financial statements.
  • Break-even analysis.
 

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Long Island Business News interviewed Tax Leader Joseph Perry for an article about the new tax treatment of stock options granted to executive employees earning more than $1 million.


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The Hartford Business Journal quoted Connecticut Tax Partner-in-Charge Brett McGrath, in an article about the impacts of the Tax Cuts & Jobs Act of 2017.


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Long Island Business News reported on the Marcum tax panel the publication’s editor is co-moderating with Melville Office Managing Partner Carolyn Mazzenga.

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Long Island Business News quoted State & Local Tax Leader Paul Graney in an article about options New York State is considering to counter the regional tax impact of the federal Tax Cuts & Jobs Act.

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Associated Press quoted Tax Principal Michael D’Addio in an article about how small businesses are capitalizing on the new tax law.

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Newsday cited an analysis of President Trump’s leaked tax return by New York Tax Partner-in-Charge Maury Cartine for NBC News.


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Newsday cited an analysis of President Trump’s leaked tax return by New York Tax Partner-in-Charge Maury Cartine for NBC News.

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TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

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Contacts

Select the region to view contacts.

Michael  Novak, Partner, Tax & Business
Partner
Tax & Business
Miami, FL
FL

Robert  Pesce, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

Lawrence  Scheinthal, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

Gregory  Wozniak, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

 
 
2017 YEAR-END TAX GUIDE

The Marcum 2017 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
 
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