Audit and Accounting
We audit the financial statements of your company as well as review and compile them,
all vastly different services. Many accounting firms shy away from auditing due to the rigorous training, tough competition, stringent review, and costly insurance required.
We have the expertise to conduct attest service on the basis of comprehensive standards and ever-changing regulations. We also issue a variety of reports based on agreed upon procedures, forecasts, projections and proforma information.

Audited, Reviewed and Compiled Financial Statements
Providing audit opinions, review and compilation reports on financial statements is a cornerstone of our practice. Whether your need is for banking, bonding, regulatory, or simply for piece of mind, we will provide the expertise to fulfill your needs.

Due Diligence Reviews
We can assist you prior to an acquisition from both an accounting and tax perspective. We analyze the potential company to pinpoint tax implications and confirm the accuracy of the information provided to our client from the target company. We also explore funding alternatives for the acquisition and any related effects on financial statements.

Employee Benefit Plans
We can advise you on the best plan for your needs, help you set the plan in place, and suggest sources for legal advice. We also audit benefit plans and prepare tax filings.

Financial Forecasts and Projections
Before you purchase another entity or plan for growth, our firm will prepare these reports both for you and your lending institution. They serve as vital support to lenders, outlining the anticipated steps toward the goal and a plan for loan repayment. We not only help you understand how forecasts and projections work, but we also report on their accuracy.

Tax Compliance
We prepare federal and state tax returns for individuals, corporations, partnerships, estates, trusts, non-profits, pensions, payroll, sales and use returns and various informational returns as well. Consider us your tax consultant for any service or business sector. We can help you minimize and defer taxes and make the most of benefits embedded in the tax code. We can also assist you in conveying a business to the next generation as well as selling, buying, or reorganizing a business. Uncertain about international tax issues? We can address them and ease your mind.

Estate and Gift Tax Planning
Turn to us for all tax planning for your estate, gifts, investments and insurance. We handle all applicable federal and state filings. Need a program to help maximize your wealth? We can assist with that, too.

IRS Audit Representation
Our firm will represent you before the IRS in audit proceedings. We have substantial experience with clients audited by federal and state taxing authorities, and list former employment with the IRS as one of our many qualifications.

Multi-State Strategies
If your company is doing business in multiple states, your tax filing issues automatically multiply. Lowering your overall state tax burden will depend on accounting and tax advice that extends beyond the Connecticut state lines. We have the strategies and the knowledge to help.

Consulting
Bankruptcy and Reorganization
Getting through bankruptcy can be a daunting process. It’s essential to have a financial expert on your side. We can assist with the financial filings, debtor-in-possession accounting issues, reorganization planning, debtor negotiations and related tax and accounting matters. Whatever the future holds, we can help.

Business Planning
Let us be your consultant on all aspects of your business. For instance: forming a new business entity; selecting the kind of business you want to enter; determining your needs for financing or assessing equity; analyzing your operations; looking for better ways to grow and manage personnel needs; searching for better strategies to boost sales and reduce your tax liability. We’ll get your plans off the ground.

Business Valuation
Establishing an accurate value for your business can be critical.

Mahoney Sabol & Company has the experience, training and certifications to ensure that the value of your business is accurately determined. We also have the credentials to be involved in litigation from deposition to trial, if needed.

Types of Services

• Buy/Sell Agreements
• Purchase/Sale of Business
• Succession Planning
• Shareholder/Partner Disputes
• Litigation Support
• Business Disruption
• Employee Stock Ownership Plans
• Mediation
• Estate/Gift – Planning & Compliance
• Divorce

Elder Care Services
We assist the elderly with their daily and long-term financial affairs, acting as a financial quarterback. Our services may include paying bills, negotiating expenses and answering all their financial questions and needs. Let us help if you’re thinking of moving to an assisted living community — or if you need help with an elderly parent who requires nursing home care. As the population of senior citizens grows, we’re very pleased to accommodate people with services that are caring and personable as well as efficient.

Estate Administration
As we address your business needs, we will also tend to your personal estate in the same meticulous manner, always keeping your best interests in mind. Mahoney Sabol can advise on and prepare all necessary tax and probate filings as well as any accounting work necessary to complete the administration of your estate.

Financial Aid Planning
If you’re funding a college education, let us help you work through the maze of financial information requested. We can remove some of the stress with an expertly prepared plan.

Financing
How much financing makes sense for your business? At any stage of its growth, we can help you decide, while positioning you to obtain the financing you need and ultimately helping you through the process. We can also assist with forecasts and projections of future financial transactions, cash flow models, etc.

Forensic Accounting
Getting all of the facts together means looking into the books, past records, or the computer files that survive a fire, flood or other disaster. Whether you’re building a case for fraud, trying to uncover hidden assets in a divorce case, recreating lost books and records, or tracing an elusive paper or electronic trail, let us be your fact finders.

Fraud Examination
Ferreting out the facts when fraud is suspected must be handled with exquisite care and attention to detail. Especially in circumstances involving insurance claims, where knowledge of industry practices is essential. It’s knowledge we have. We’ll not only determine the extent of the fraud, but also gather the support and evidence needed to pursue legal action.

Litigation Support
Whether you’re a client, a lawyer or a consultant, we can help you in litigation matters related to accounting, tax and other general business concerns.

Mergers and Acquisitions
If you’re targeting a prospective business, let us perform your due diligence. Once you’re ready to move ahead, we can also assist with merger structure for financial reporting and tax purposes. And once the deal is in effect, rely on our experts for advice on consolidation, financial structure and pricing.

Software Applications
Not sure which accounting software package is best for your business? Let us advise you. We can also assist in the set-up and configuration of your software, making sure you understand and make the best use of all features.

Wealth Management
We can assist with all of your estate and gift planning needs. That includes tax, investment, insurance and various other aspects of forming a comprehensive program to maximize your wealth. We can also partner with your legal team in administering wills and trusts.

Financial Serviecs
Investment Management
Investmark Financial Services, LLC, a duly registered branch office of Commonwealth Financial Network, an investment broker/dealer, is an affiliate of Mahoney Sabol & Company, LLP. Visit Investmark online at www.investmarkfinancial.com or contact Joe Jandreau for more information. Securities offered through Commonwealth Financial Network NASD/SIPC.