“Preziosi Nicholson & Associates
has been an integral part of our
business success story.”
Lorraine Dodero, Managing Member
Legacy Management Company, LLC
Solon, OH

Our Services

We are a full-service accounting, tax, financial and business consulting firm. We work closely with our clients to help them meet their financial goals and prepare them for the future. Our expertise spans accounting and auditing, tax planning and preparation, new business set-ups and a broad range of other business issues.

Accounting and Auditing

Our main service in this area is the preparation of a Financial Statement. Whether the financial statement is an Audit, Review or Compilation, it is relied on by many both within and outside the company to make important financial decisions. We conduct our examinations with an eye toward helping the client while maintaining independence as to audit procedures and financial statement presentation. We look for areas that may be improved and give suggestions while performing audit procedures. Our clients receive a unique combination: a professionally conducted audit and a simultaneous review of tax, operational and business problems. We can also help with audits of employee benefit and 401(k) plans, preparation of forecasts and projections, and monthly financial statement preparation.

Tax Planning and Compliance

Preziosi Nicholson & Associates, PA works with our clients to prepare all forms in compliance with federal, state and local tax laws. We think it is equally important to apply creative programs to legally reduce the existing tax burden. We actively seek to offer planning opportunities to each of our clients by constantly evaluating their current situation. In addition, when needed, we can assist with choice of entity, the structure of transactions, private letter rulings and IRS representation.

Business Consulting

By going beyond compliance issues to understand our client's objectives, Preziosi Nicholson & Associates, PA can help chart a course or strategy to meet them. In fact, we never stop thinking about our clients and how we can help them. We have offered our clients more efficient and effective proceedures to close the books at month-end. We pride ourselves on continually providing our clients with pro-active and tenacious business planning ideas. The following are just some of the areas with which we have helped our clients improve their business operations:

  • Business Plans
  • Business Valuations
  • Buy-Sell Agreements
  • Cash Flow Management
  • Corporate Documents (review and update)
  • Cost Control and Containment
  • Employee Evaluation Systems
  • Estate and Gift Planning
  • Financing Alternative and Venture Capital
  • Financial Reporting Systems and Design
  • Fraud Audits
  • Internal Control Procedures
  • Internal Financial Reporting
  • Insurance Analysis
  • Key Employee Evaluation/Compensation
  • Leverage Buy-Outs
  • Management/Organizational Structure
  • Marketing (share, competitive analysis, needs analysis, etc.)
  • Mergers, Acquisitions, and Joint Ventures
  • Ownership Succession
  • Personal Financial Planning
  • Personnel Managment
  • Profit Improvement Consulting
  • Qualified and Non-Qualified Compensation Plans
  • Records Management and Retention
  • Strategic Planning