Our Services


At NewtonAssociatesCPA we provide a wide range of services to individuals and businesses in a variety of industries. 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. Among the professional services we provide are:

Tax Management Services

At NewtonAssociatesCPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your bills and notices.

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Estate & Trust Planning & Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan to disburse one’s estate and avoid complications and to ensure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

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IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their communication with federal and state agencies. If you have been selected for an audit, the professional representation you will find with our firm will put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may ask you.

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Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. NewtonAssociatesCPA’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation

We can set up financial reports for your review to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

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Bookkeeping / Write-up

Accurate record-keeping is essential to a successful business, but can be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so you can focus on your core business.

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Payroll Services

Our payroll services can help you reduce the time spent on administration by developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

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QuickBooks Accounting Help & Training

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software we help you use it more efficiently.

We offer the following solutions to help meet your QuickBooks needs:

Personal Training– We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

Installation– We install QuickBooks on your stand-alone computer or in a network environment, in either single- or multi-user mode.

Setup We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience difficulty and lack the ability to generate and track important information as a result of inadequate setup.

Support Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software usage we can also provide accounting and payroll assistance.

Review– Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We will inform you of any corrections, adjustments or reclassifications needed to ensure that the financial information you receive reflects the correct condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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Financial & Retirement Planning

Our goal is to help you reach your financial objective and maintain financial independence throughout a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio reflects tax implications for the most advantageous after-tax return. The road to retirement is a long one and we can help you take the proper steps to reach your goals.

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Entity Selection & Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always receive the most beneficial entity type designation for the functions your business performs.

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To CONTACT US, click here and fill out our form, or email us at info@newtonassociatescpa.com.