Expertise. Peace of mind. Courtesy of Eric J. Fernandez & Co..

Accurate, timely information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized quality service, whether you need it on a temporary or ongoing basis.

Below are just some of the specialized services available to Eric J. Fernandez & Co. clients.  As the list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.  If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Eric J. Fernandez & Co. provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Investment Review and Consulting
  • Debt and Financing Services
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities. 

Auditing Services

Third parties who rely on your financial statements often require an audit for assurance. Our detailed audits include:

  1. Examination of your company's financial statements' adherence to generally accepted auditing standards
  2. Examination of internal controls
  3. Complete, substantial testing of the information underlying your financial statements
  4. Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services:

  • Controls implementation
  • Payroll system development 
  • Payroll tax return preparation

Business Valuation Services

ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements... In cases like these, you need to know what your business is worth. We're here to guide you through what can sometimes be a difficult process, with a comprehensive analysis that will help you make informed decisions.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment we feel cannot be compromised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including the following:

  • Reviews and compilations
  • General ledger & financial statement preparation
  • Cash flow & budgeting analysis
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new business
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

Additional Specialty Services

  • Expert witness services
  • Forensic accounting
  • Business entity selection
  • Employee benefit plans
  • Mergers and acquisitions
  • IRS representation
  • Fraud prevention and detection
  • Management advisory services
  • Pension and profit sharing plans

Web-Based Services

To better serve our clients and offer 24/7 access to your information, we at Eric J. Fernandez & Co. offer many online service options via client portals:

  • Client Bookkeeping software
  • Remote payroll data entry
  • Remote payroll check printing
  • Online virtual library of your documents

 Click here to view a FLASH demo about our portal offerings.

Certified Public Accountants