Our Services

Provanzano & Marchesiani P.C.

From accounting and auditing to tax advisory and compliance, P&M offers a wide range of services for our clients.  Our firm has the resources to assist you in addressing your immediate concerns, as well as to meet your future needs. Our commitment to client service ensures that our full spectrum of client services is available as needed.

Working primarily with small to medium-sized closely-held companies, the members of our service team refine their approach to serving the needs of such companies. We will be creative in our service approach and responsive to your circumstances. The breadth of experience of our client service team ensures that all your accounting, tax and business needs are addressed.

Our  firm can help you with the following business needs and more:

We also provide other services consistent with each client’s needs. We understand that every business, large or small, encounters complex issues which must be resolved on a timely basis. Through the close personal relationship we foster, we ensure that these issues are resolved on a timely basis.

Underlying our philosophy of client service is the commitment of our firm to establish a close personal relationship with each of our clients. This provides a high degree of sensitivity to all of a client’s accounting, tax and consulting needs throughout the year, not just an annual service.

To learn more about the services we provide, please email info@pmcpafirm.com or call (781)-245-1100. 

Accounting, auditing, and assurance services

Audits, Reviews, and Compilation Engagements

The assurance and accounting services we provide are the most visible part of our services as they provide detailed insight into the operations of your business. The most important part of our services is the ability of our firm to help clients maximize profits and ensure the long-term success of their business through our strategic and business consulting services.

Implicit in our approach is the use of team members who are experienced. Our clients are both large and small. You can be confident that we have the skills and experience to meet your changing service needs over the years. A key to successful planning is the amount of time we spend in preparing and training our clients.

P&M’s operating philosophy is one of continuous contact with its client that fosters open communication, early identification and timely resolution of potential business, accounting and tax issues. We believe, given adequate internal control and reporting systems, that the audit work can be performed throughout the year. This approach makes the audit less onerous at year-end while allowing P&M to provide cost efficient service.

Employee Benefit Plan Audits

Generally, under the Employment Retirement Income Security Act of 1974 (ERISA) a company is required to have an audit of its retirement plan(s) if it has 100 or more participants (former or current employees) in your pension plan(s). The IRS may require you to have an independent CPA firm audit your pension plan(s).

In addition to the audit, companies are required to prepare and file the IRS Form 5500. The Form 5500 is due by the end of the seventh month following the plan yearend. Recently, the IRS has been focusing on retirement plans and has enacted strict enforcement and penalties making it important for companies to use specialists for the audit of their plan(s). ERISA audits require effective planning and supervision as well as a thorough understanding of the applicable laws and regulations.

Our expertise and years of experience with pension plan audits can help you and your company.

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Tax advisory and preparation services 

Provanzano & Marchesiani P.C. provides a wide variety of tax planning and compliance services to businesses and individuals. Our team of professionals includes individuals with proven expertise in corporate, individual, partnership, non-profit, estate and trust taxes as well as multi-state income and sales tax matters.

Our approach to serving our clients begin with a commitment of continuous involvement in tax planning. We will keep up-to-date on our clients' current operations and future plans, and will provide proactive tax consulting and advice on a timely basis.

We are available to provide you and your business with a broad spectrum of tax consulting and compliance services including, but not limited to:

  • Entity selection ( S or C Corporation, Partnership, LLC, etc )
  • Federal and state tax return preparation
  • Accounting method review and tax planning
  • Multi-state income and franchise tax planning
  • Sales and use Tax
  • Taxing authority representation
  • Individual tax planning
  • Estate and gift tax planning
  • Succession planning
  • Equity compensation planning (restricted stock, stock options, phantom stock, etc.)
  • IRS representation
  • Mergers and acquisitions
  • International transactions and tax Planning
  • Evaluations of potential acquisitions
  • Company valuation

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Business Advisory Services

The experienced professionals at P&M provide consulting and advisory services to privately-held companies as well as individuals. Our consulting and advisory services include, but are not limited to:

  • Business start-up and corporate structuring
  • Accounting and financial reporting
  • Strategic business planning
  • Business valuations
  • Mergers and acquisitions
  • Financial analysis
  • Internal control evaluation and audits
  • Due diligence
  • Regulatory compliance
  • Litigation support
  • Cash flow and budget analysis
  • Compensation strategies
  • Financing assistance
  • Negotiating and contracting 

A key aspect of our approach is obtaining a solid understanding of your business needs and objectives.  As part of our service, we are concerned with providing you meaningful feedback. The feedback will be most valuable to you when we place it within the context of your own objectives for growth and future direction. Therefore, we maintain a dialogue in which we can share ideas and concerns.

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Provanzano & Marchesiani P.C.

Massachusetts Address:
333 North Avenue
Suite 4B
Wakefield, MA 01880-2352

Tel: 781.245.1100
Fax: 781-245-1193

Florida Address:
11780 US Highway One
Suite N207
Palm Beach Gardens, FL  33408-3055

Tel:  561-293-2914
Fax:  561-293-2914                

Email: info@pmcpafirm.com

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