Whether you merely need a simple tax return or a complex estate and financial plan, Bertucelli & Malaga, LLP will bring a creative, personal approach to your financial needs.

• Financial Statement Preparation 

• Financial Feasibility Study

• Purchase or Financing Package

• Income Tax Preparation

• IRS Audit Representation

• Personal Financial Planning

• Portfolio Construction & Management

Private service, manufacturing, construction, professional, retail, and wholesale companies throughout the United States choose Bertucelli & Malaga, LLP to bring a creative approach to their business planning.

• Financial Statement Preparation 

• Financial Feasibility Study

• Purchase or Financing Package

• Income Tax Preparation

• IRS Audit Representation

• Accounting System Design & Installation

• Management Consulting

• Business Valuations

• Planning a Sale of a Business

We work with regional not-for–profit organizations, assisting churches, child care centers and social benefit organizations in meeting their financial needs.

• Financial Statement Preparation 

• Financial Feasibility Study

• Purchase or Financing Package

• Income Tax Preparation

• IRS Audit Representation

• Accounting System Design & Installation

• Management Consulting

• Fund raising

• Budgeting