Services

Need a reliable accountant? Turn to Ronald A Mosocco, CPA PLC at his office in Williamsburg, VA. He started the company in 1996 and has a proven track record in efficiently handling his clients’ tax needs. Trust him to bring his decades of experience in all his transactions with you.

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We happily serve individuals and businesses of different statuses and tax brackets. Turn to us if you need assistance with electronic filing, income tax credits, and other financial matters. We also ensure the security of your information if you upload and send us your documents.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Analysis, Advice and Recommendations on Tax Returns

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

Many taxpayers stress over Tax Day and have trouble preparing their tax returns while tending to other important matters. This is why we offer financial advice and tax preparation services. From individual taxpayers to corporations, count on the office of Ronald A Mosocco, CPA PLC in Williamsburg, VA for timely and money-saving financial advice. We serve:

  • C Corporations
  • Estates
  • Individuals
  • Limited Liability Companies
  • Nonprofit Organizations
  • Partnerships
  • Private Foundations
  • S Corporations
  • Sole Proprietors
  • Trusts

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Resolving Income Tax Concerns, We Specialize In:

  • 401(k) & 403(b) Retirement Plans
  • Adjusted Gross Income
  • Alimony
  • Alternative Minimum Tax
  • Annuities
  • At-Risk Rules
  • Backup Withholding
  • Capital Gains
  • Cash Basis
  • Casualty Loss
  • Charitable Deductions
  • Child Care Expenses
  • Deferred Income
  • Depletion Allowances
  • Depreciation Expense
  • Divorce Settlement
  • Education Credits
  • Electronic Filing
  • Energy Credits
  • Estate Planning
  • Estimated Income Tax Payments
  • Fair Market Value
  • Gift Tax
  • Gross Income
  • Head of Household
  • Hobby Losses
  • Home Office Expense
  • Income Averaging
  • Income in Respect of a Descendant
  • Income Tax Credits
  • Income Tax Planning
  • Inheritance
  • Intangible Drilling Costs
  • Individual Retirement Accounts (IRAs)
  • IRA’s
  • IRS Audits
  • Gross Income
  • Head of Household
  • Hobby Losses
  • Home Office Expense
  • Income Averaging
  • Income in Respect of a Descendant
  • Income Tax Credits
  • Income Tax Planning
  • Inheritance
  • Intangible Drilling Costs
  • Individual Retirement Accounts (IRAs)
  • IRA’s
  • IRS Audits
  • Itemized Deductions
  • Life Insurance Proceeds
  • Limited Liability Companies
  • Long-Term Care
  • Married Filing Jointly
  • Minimum Distributions
  • Moving Expenses
  • Net Operating Loss Carryback
  • Partnerships
  • Passive Income
  • Personal Exemptions
  • Personal Financial Planning
  • Private Letter Rulings
  • Real Estate Transactions
  • Record Keeping Requirements
  • Rental Property Losses
  • Retirement Plans
  • Rollover
  • Roth IRAs
  • S Corporation
  • Self-Employment Tax
  • SEP’s
  • Small Business Accounting
  • Statute of Limitations
  • Stock Options
  • Tax Deductions
  • Tax Exempt Income
  • Tax Free Exchange
  • Tax Preference Items
  • Travel and Entertainment Expenses
  • Trusts
  • Uniform Transfers to Minors Act

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Call today to schedule an appointment!