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Services

Princeton Financial Group, provides a wide range of services to individuals and businesses in a variety of industries. At Princeton Financial Group, 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. Our professional services include:


Tax Planning & Preparation Services

At Princeton Financial Group, we guide our clients through a full- range of tax planning and preparation decisions with the aim of minimizing your aggregate tax liabilities and maximizing your cash flow. We use our expertise and experience to examine your individual situation and create a strategy to optimize your financial opportunities.

Entity Selection and Restructuring

Often it is the questions you don’t ask that get you in the most trouble. Princeton Financial Group knows one of the most important decisions you can make as a business owner is your choice of entity. It is a decision that will have a large and lasting impact on your taxes and other liabilities. Each choice has its advantages and disadvantages, and it is important you select the entity that is the right fit for your specific circumstances. From your company's inception through its growth and development, Princeton Financial Group, can advise you on choosing an entity type and even restructuring if later circumstances make it more advantageous. With our knowledge and expertise, you can trust that you have the right entity type for the functions your business performs.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for you and your loved ones. At Princeton Financial Group, we know working hard and building wealth is only the beginning. No matter where you are in your life’s journey, it is always a good idea to protect what belongs to you and your loved ones. We work with our clients to ensure that the wealth they have worked hard to create is secure. Working with attorneys and other professionals, we will help create or update an asset protection and estate planning strategy that is as simple as possible, but as complex as necessary.

Advanced strategies may include:

  • Asset protection trusts
  • Irrevocable life insurance trusts
  • Gift programs
  • Minors' trusts
  • Generation-skipping trusts
  • Tax planning
  • Business planning
  • Family LLCs or Family LPs
  • Structured ownership, reorganization
  • Charitable planning, including private foundations and charitable trusts

Government Audit Representation

Professional representation can be vital during a government audit or inquiry. Our experience with tax authorities enables us to guide clients in their dealings with the various federal and state agencies. At Princeton Financial Group, it is our philosophy that good representation begins during the preparation process; but we are always willing to represent a taxpayer that had their returns self-prepared or prepared by other firm, as well. In fact, many of our most loyal customers began their relationship with us using our representation services. If you are selected for an audit, we are confident that our experience and expertise will allow us to provide you with the professional support you need to make sure your best interests are protected.

Accounting Services

Business enterprises of all sizes need to be able to rely on accurate and insightful financial information in order to maintain profitability and to capitalize on new opportunities. Princeton Financial Group We works with you to make sure you are getting what you need from your financial information. Princeton Financial Group helpsWe help you create accounting procedures that are suited tobest for your needs. Whether we are establishing your initial accounting system, modifying an existing one or helping you examine the numbers for cost containment and business and tax planning, Princeton Financial Group is with you every step of the way.

These services include but are not limited to:
  • Bookkeeping & Write-Up Services (Daily, Weekly, Monthly, Quarterly, or Annual): We assist clients in everything from paying bills, filing sales tax and reconciling bank accounts to entering or adjusting financial data to help prepare financial statements. We also prepare or assist our franchise clients with monthly franchise reports necessary to stay in compliance.
  • General Ledger and Financial Statement Preparation: We will maintain, update and review a client's financial data in a manner that is meant to facilitate the preparation of financial statements on an as -needed basis.
  • Accounting System Set-up and Support: We will work with you to create an accounting system from scratch or improve an existing system to meet the current needs of your business.

Advisory & Assurance Services

Princeton Financial Services knows that getting the numbers right is just the beginning. We focus on building close client relationships that add long-term value. This includes assessing the soundness of financial records, evaluating financial procedures and working to produce strategies that help our clients handle the myriad business challenges that every business faces.

We help you make sense of the numbers so you can make better decisions and work with you to create reports with information specifically crafted to meet your business needs. At Princeton Financial Group, we assist you in matters such as controlling costs, increasing efficiency, and implementing new technologies and procedures. We also advise you on how to best take advantage of changes in the marketplace, accounting standards, and tax law.

These services include, but are not limited to:
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial analysis
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession planning

Reviews and Compilation

Reviews

A reviewed financial report provides financial statement users with limited assurance as to the plausibility of the information being reported. While it is less in scope than an audit, it involves making inquiries of management and performing analytical procedures regarding the company's financial statements. This service is often requested by a company's bank or other lender or managing board. A review engagement must be performed by a licensed Certified Public Accountant.


Compilations

A compilation is a CPA- prepared financial statement that is usually requested for internal purposes, but may also be requested by third- party financial statement users like a company's bank. They are based upon information provided by a company's management and they do not offer any level of assurance on the financial statements. They are the most basic level of service CPA's can provide for CPA- issued financial statements. In addition to compiling financial statements for your business, we can also assist in providing personal financial statements.

Financial and Retirement Planning

Princeton Financial Group, through its subsidiary Sound Financial Solutions, Inc., works with you to create a plan to help you reach your financial goals and maintain financial independence through 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, Princeton Financial Group, can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the right steps to reach your goals.

Litigation Support Services

Princeton Financial Group, litigation support services can be employed in a wide range of situations, including commercial litigation, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, as well as analysis of financial records. Financial and personal records are often vast and confusing to sort through; but with our professional training , we can make sense of these records and transactions and get to your bottom line.

QuickBooks Accounting Help and Assistance

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. At Princeton Financial Group, we help you decide what is the most efficient and effective way for you to use QuickBooks for your business needs.

Princeton Financial Group, offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally either one-on-one or in a group of several individuals within your organization And, we come to you 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.

Installation, Setup & Support

We install QuickBooks on your stand- alone computer or in a network environment, in either single- or multi-user mode. Once installed, we assist new QuickBooks users with initial set-up including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. Many users experience problems and lack the ability to generate and track important information as a result of inadequate set-up. We can help experienced users manage their businesses more effectively by improving their current set-up. As your business needs change, we can help you modify the way you use your QuickBooks to meet your shifting business needs.

Review & Adjustment

Our QuickBooks and accounting 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 your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial 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.

Cash Flow and Budgeting Analysis

To a business entity, cash flow is something that can make or break the business' ability to survive. Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Princeton Financial Group, can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. We can help you analyze your spending and, re-balance your budget and/or debts for an optimal cash flow to support your business' success. And, any balance plan could be revisited if and when there are any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. In fact, forecasting for the future is imperative to your company's success. Princeton Financial Group, combines our expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Princeton Financial Group, can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for optimum success.

Debt and Finance Advising

Whether your needs are corporate or personal, Princeton Financial Group, professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Financial and Retirement Planning

Princeton Financial Group, through its subsidiary Sound Financial Solutions, Inc., works with you to create a plan to help you reach your financial goals and maintain financial independence through 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, Princeton Financial Group,can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the right steps to reach your goals.


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