DiLeo Business Services Inc.
Get advice from a former IRS Agent and CPA!
5.0
Tax & Accounting Services, Audit Representation, Business Management Services.
About
DiLeo Business Services, founded by Leonard DiLeo, CPA, EA, provides high-quality, confidential, customized financial management services. Specializing in tax and accounting services, audit representation, and business management, the firm offers tax planning and preparation, audit representation, financial reporting, cash management, financial/business planning, insurance and estate planning facilitation, and investment/retirement planning.
Services are tailored to help clients attain their financial goals while relieving day-to-day record-keeping burdens.
Services
Tax Planning and Preparation
Preparation of individual, corporate, partnership returns. Ongoing tax planning advice and strategies.
Audit Representation
Audit representation services.
Financial Reporting
Monthly Reporting of income and expenses.
Cash Management
Payment of bills, cash flow reports, establishing plans with creditors, assist in obtaining financial purchases (i.e. autos, home etc.).
Financial/Business Planning
Financial review of your current finances, Devise a financial plan, Budget for your future, Consult and advise on contract negotiations.
Facilitation of Insurance Planning
Assist brokers to address your needs.
Credentials & Certifications
Reviews
