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About the firm of McGoldrick & McGoldrick
Since 1986, Ruth and I have had a very personal and professional
approach designed to provide the best service at the most reasonable
rate. We come to your place of business, either monthly or quarterly;
to review the results and plan for your future while at the same time
taking into account the uncertainties and complexities of the new
millennium.
Our fees are surprisingly low and you know up front what your fees
will be. Most of our clients are on either a monthly or quarterly
retainer basis, which meets their budget. No matter how new or small
you may be we have a plan that fits your budget and your needs.
Our promise is to give you the very best service, become part of
your team, and help you achieve the goals you set when you started your
business.
Thank you for taking the time to visit our web site. Please, take
your time and peruse it further. We have a newsletter designed to help
you save money, and not just on taxes. We also have a broad range of
interactive financial calculators which will help you make a wide
variety of important business and personal financial decisions.
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-Ruth & Tom McGoldrick, CPAs
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Credentials
Tom and Ruth McGoldrick hold accounting degrees from Pace University
and Fairfield University respectively. In addition, each possesses an
MBA in taxation from Pace Graduate School of Business. Tom holds an
additional MBA in management from Pace Graduate School of Business.
Both are CPA’s licensed in the states of Connecticut and New York.
The firm holds memberships in numerous chambers of commerce, plus
the American Institutes of CPAs and New York and Connecticut Society of
CPAs.
The members of the firm have been active in the Tax Executive
Institute, the Risk Insurance Management Society, the International
Property Tax Association, and Tax Execuives Institute.
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Our Mission:
"We listen- Where are you now? Where do you want to go?
We
learn- through constant client communication we help your business
avoid pitfalls and grow; we help you achieve your long term goals.
We lead- we will make recommendations to increase your profitability and minimize your taxes."
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Choosing an Accountant
A few points about choosing an accountant, which the members of the
CPA firm of McGoldrick & McGoldrick believe all prospective clients
should consider before making choices:
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What should you look for in an accounting firm?
You, as a business principal, should look for more than one thing in an accounting firm, but fundamentally you need-
A CPA on staff- You can have confidence in the advice you’re being given based on sound training.
A local office- for quick service and fast answers.
A related client base- for your comfort in knowing that your accountant has solved problems similar to yours.
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How big a firm should you hire?
If you're over $200 million in sales you need one of the "sisters"-
long established firms with dozens of partners and hundreds of
employees. If you’re within the range of startup to medium size, then
you shouldn’t pay for such overhead. You can obtain the same quality of
performance with a smaller firm at a cost you can afford.
The CPA team of Ruth and Tom McGoldrick back up one another on phone calls and personal visits.
Our clients generally fit into the category of startup businesses to small corporations with sales up to 10 million.
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How Much should I pay?
Hourly rates- so you can adjust your demands to your cashflow.
Fixed retainer fee- we can agree on what tasks are needed over the
year, and the McGoldrick & McGoldrick firm will bill you in 12
equal installments.
Fixed retainers are particularly useful to small businesses that need to manage their cash carefully.
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What kind of clients does McGoldrick & McGoldrick handle?
The firm, because it guarantees confidentiality to
their clients, cannot list their names, but these generic descriptions
give a good idea of client categories:
Service Businesses- Catering,
landscaping, movie production, songwriting, graphic design,
advertising, construction, specialties distribution, career placement.
Real Estate- Certified audits for condominiums and cooperative apartment complexes.
Retail Stores- Shoe, liquor, ice cream, bicycle, clothing, audio.
These clients include sole-proprietorships,
partnerships, LLC/LLP, S corporations, C corporations, trusts, and
estates. Services to these clients involve general accounting,
auditing, tax-return preparation, tax planning, computer installation,
training, and consultation; personal and business financial planning;
and general business advice.
Not-For-Profit- 501(c)(3), health & human services, community services and private schools.
Individuals- Assist in tax
organization, tax preparation (e-filing available),financial management
including insurance applications, estate planning and elder care.
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Click here for a complete list of available services.
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