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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, LLC, 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, LLC, 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.

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. Princeton Financial Group, LLC'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
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and return preparation
  • Litigation support

Assurance and Advisory Services

At Princeton Financial Group, LLC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Audits, Reviews, and Compilation

Princeton Financial Group, LLC's financial statement services comprise all three levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

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.

  • 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

Financial and Retirement Planning

Princeton Financial Group, LLC's goal is 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, LLC 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 proper steps to reach your goals.

Litigation Support and Forensic Accounting

Princeton Financial Group, LLC litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

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.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Princeton Financial Group, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

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, LLC 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.

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. We don't just help you use the software, we help you use it more efficiently and more effectively.

Princeton Financial Group, LLC offers 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 problems 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 part of it, but 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 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.

Computer Consulting

As technologies rapidly advance, companies increasingly need to update their computer systems. Princeton Financial Group, LLC can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As experts in this field, we can put your computer problems at bay as well as improve your computer system's performance taking into consideration any budget you may have.

Payroll Services

Princeton Financial Group, LLC's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Princeton Financial Group, LLC can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Princeton Financial Group, LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were 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. Princeton Financial Group, LLC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. 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.

Business Valuation

The range of needs for valuing businesses continues to widen, and Princeton Financial Group, LLC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

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, LLC can provide professional know-how to help you successfully structure and negotiate the deal. Princeton Financial Group, LLC employs 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 your business for optimum success.

Debt and Finance Advising

Whether your needs are corporate or personal, Princeton Financial Group, LLC's 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.

International Taxation

Our experience with the taxation of U.S company doing business abroad and residents working abroad as well as foreign corporations doing business in the U.S. or foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

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