Morris Merker & Co., L.L.C. provides a wide range of services to individuals and businesses in a variety of industries. At Morris Merker & Co., L.L.C., 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:
- Audit, Review & Compilation
- Management Advisory Services
- Personal Financial and Estate Planning
- Business Planning and Financing
Audit, Review & Compilation
Our traditional audit and accounting services are made more valuable to you because of the personal attention and management assistance we incorporate into every engagement.
At Morris Merker & Co., L.L.C., we work hard to gain knowledge of your business and we are available year round for management consultation. Further, our firm is structured to assure partner involvement with your work. You benefit directly, as our most talented, experienced professionals combine their skills with knowledge of your business to assist you with management decisions.
Not all users of financial statements need the same degree of assurance so we offer three distinct services to businesses involving financial statements: audit, review and compilation.
Whether your tax needs are simple or complex, compliance or consulting, personal or business, our firm can help. We are experienced and knowledgeable of both the tax laws and interpretations of those laws, and we keep up-to-date through continuing education about new developments.
All tax returns are prepared by Certified Public Accountants in our offices located in Totowa NJ. We make available to our clients electronic filing with all Federal and State governmental agencies.
We resolve tax issues before they become tax problems. Our clients turn to us for such concerns as:
- Advising on the tax effects of transfers of business ownership among family members
- Designing compensation, fringe benefit and retirement plans for a company
- Planning for a change in a corporation's accounting methods
- Providing income and estate tax counseling with respect to the financial settlements involved in divorce and separation agreements
Personal Tax Planning and Assistance
Whatever your personal financial goals, taxes will play a significant role. Our tax planning professionals can assist you in developing personal planning strategies with beneficial tax implications.
Our tax planning services include:
Business Tax Planning and Assistance
Almost every business decision carries tax implications. No major decision - especially regarding business organization or structure - should be made without first consulting a CPA.
Management Advisory Services
Business growth does not always equal success. That comes with planning - planning that develops information systems, evaluates and forecasts, improves profitability and improves organizational responsiveness. Our management advisory services help you to do just that.
We can help you design, implement or improve current accounting systems. Our clients, small and large businesses alike, come to us for:
- Strategic planning
- Computer systems
- Cost accounting systems
- Budgets, projections and forecasts
- Cash flows
- Production planning and scheduling
- Inventory/purchase controls
- Data processing and management information systems
- Pricing strategies and controls
- Determining financial needs
- Profit margins
- Mergers & acquisitions
As you learned early on, those in business who succeed do not always know all the answers - they just know where to go to get them. With our experience and expertise, we can provide you with answers. The bottom line of our management advisory services is that they help increase your profitability.
Litigation and Forensic Support
What are the financial facts relevant to a legal claim or case? Whether the claim involves insurance, contract disputes, valuations, or business interruption, complex litigation often requires the skills and experience that only knowledgeable CPAs can provide.
Members of our firm have had extensive training and experience working with law firms. They know the needs of lawyers, they know business and they know how to bring the two together, especially in ways that enhance litigation strategies.
How We Can Help
We assist by advising attorneys on all matters relevant to the financial aspects of a case. Though each case is different, our experienced professionals can:
- Establish and identify financial issues and facts
- Obtain important and necessary financial information
- Determine financial consequences of claims, losses and settlements
- Assist in examining or cross-examining witnesses on financial matters
- Participate in settlement negotiations
- Serve as expert witnesses
As knowledgeable and independent CPAs, Morris Merker & Co., L.L.C. can provide you with the kind of litigation support that meets your specific needs.
Personal Financial and Estate Planning
When you're choosing a financial planner, the only logical choice is a CPA. Our business is finance and our expertise is in the arena - from micro to macro economics, from taxes to trusts, from investments to loans, from business planning to estate planning. Our comprehensive knowledge of finances is intrinsic to our firm and our professionals have proven track records in helping clients to understand and take control of their financial lives.
Client Accounting Services
Emerging companies, individuals, sole proprietorships, partnerships and even larger companies turn to our firm for routine accounting services.
Whatever the nature of the recurring financial management needs, our clients turn to us because they know we will provide quality service in a timely manner.
Business Planning and Financing
We do you want your company to be in one, five or ten years? How do you plan to get it there? Where and how will you obtain the financing?
These questions, of course, comprise the backbone of your business plan. But devising a plan is one thing. Financing it is another. We have assisted many companies like yours to develop and implement their business and financial plans. We also help commit the plan to paper as a part of putting together your financing package.
Projections and Forecasts
Prospective financial statements are requirement by management for planning purposes and by credit grantors and underwriters for financing or investment decisions. Since we make it "our" business to know "your" business, we can offer significant assistance with projected financial statements.
- Improving current tax positions
- Building and preserving assets
- Minimizing estate and inheritance taxes
- Handling liquidations and reorganizations