THE CORNERSTONE

Rarely do people walk into an accounting firm with only one clear-cut need. More often, we've found they come to us with a blend of needs: tax preparation, estate planning, or consulting for their small company. That's why teamwork is the cornerstone of what we've built at Islip + Company. 'While a client is working with one of our professionals to meet a need, another professional with special expertise is researching the tax codes for that client, or consulting with attorneys or other professionals to find answers to tough questions. When you walk into our offices, you're not just working with one accountant. You've got a team of certified public accountants, office staff, and consultants working together for you.

THE BLUEPRINTS

You can't build anything solid without plans. For our clients, financial security starts with tax planning. Our partners and associates have decades of combined tax preparation and representation experience, and it's all focused on one goal: preventing tax errors before they happen with smart planning and good advice. That's a philosophy that can help you keep more of what you earn, whether you're seeking tax preparation for your family or complete business tax services.

• Individual 1040 preparation
• Tax planning for small business - including estimated tax payment reminders
• Long-range tax strategies
• IRS and FTB representation
• Review of past tax returns
• Reliable tax code research

Islip + Company Building Block #1:
There are no “magic tax bullets”. Keeping more of what you make requires a combination of knowledge, foresight and common sense advise.

Now, it can build your financial…

THE GROUND FLOOR

The ground floor is where you really start building something worthwhile. At Islip + Company., once we've laid the cornerstone and drawn your blueprint of tax savings, we're ready to start building your total financial plan. That means assisting you with financial planning, and if necessary, working with your attorney or your insurance agent to develop a complete financial and estate road map. With our expertise, we'll help you:

• Minimize estate taxes
• Maximize your assets
• Build wealth for retirement
• Construct a "bulletproof" inheritance strategy using tools such as family limited partnerships and charitable trusts
• Once our team has helped you build a solid ground floor, there's only one way to go.

YOUR EXECUTIVE SUITE

You're not just building a nest egg. You're building a business. That's perfect, because Islip + Company. specializes in complete financial services for small and growing companies. If you're looking for a payroll service, you'll get a lot more.

We'd rather set you up with the latest financial software, then move on to a detailed study of your company - its business plan, its potential for growth, and its current financial obstacles. Once we've done our homework, we'll present you with a long-range plan to help your business become more profitable, including:

• Cash flow management
• Retirement consulting
• Employee benefit plan consulting
• Recommendations of the latest business software
• Tax tips to keep Uncle Sam's hand out of your revenue
• Payroll and bookkeeping recommendations
• Financing assistance
• You take care of your business. We'll take care of the money you make.

Islip + Company Building Block #2:
If you’re not a CPA, don’t try to be one for your business. You’ll waste time you should be spending taking care of customers, and you’ll miss details a professional wouldn’t.

What can we help you build?

QUALITY CONTROL

Could you build a skyscraper without quality checks and inspections? Sure, but you won't find us in it. Safety for our clients often means information, so we encourage clients to call us any time they have a question, no matter how small. We don't believe in sitting back and solving problems after they happen; by then, the damage is often done, We help you avoid trouble with the IRS or other regulating bodies, overextending yourself in your business, or miscalculating your retirement savings by taking aggressive action and being your constant information resource.

• “Any time” availability for questions via phone, text, fax, e-mail, skype, facebook, twitter
• Extensive personal interviews
• Informational mailers with tax tips, estate planning ideas, and more
• Seminars on a wide variety of topics
• Consultation with your attorney, banker, or financial advisor

THE POWER SOURCE

Without electricity, the greatest building is just a windbreak. And without client service and attention, all the expertise and experience you'll find at Islip + Company. wouldn't be worth much. You see, we want to be more than accountants for our clients; we're striving to be long-term financial partners. We want you to bounce business ideas off us, not just have us fill out your tax forms.

We build relationships, which is why so many of our clients tell us they love working with us. That alone should tell you what we've been trying to say: that Islip + Company. isn't your typical accounting firm. So when you're looking for personal accounting services, estate planning, or a financial resource for your small (and soon to be large) business, give us a call. We'll help you reach your penthouse.

916-488-1900

Islip + Company Building Block #3:
Don't settle for a firm with no expertise in your industry. You'll get the best service and results when your CPA firm can hit the ground running with the same professionals each year.