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| Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below 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. |
| (Click Service Title For Details) |
| Tax Services |
| Raimondo Pettit Group specializes in providing advice to avoid or defer paying taxes. Traditional compliance services are offered in the individual, partnership, corporate, fiduciary, and estate and gift tax areas. The firm is oriented toward tax planning services with particular emphasis in the corporate and transactional areas, in state and local issues, real estate, and the estate and gift tax areas. The final broad area of tax service is representation in tax controversies in the areas of income tax, estate tax, and local taxes, particularly sales taxes.
* Corporate and Individual - Our firm is uniquely qualified to help structure transactions to minimize the impact of income taxes.
* Estate and Gift Tax - Carol Raimondo is a nationally recognized expert in estate and gift taxation. Carol's experience brings unmatched technical ability to assist clients with the orderly transition of wealth, and the continuity and succession of privately held businesses to the next generation.
* State and Local Taxes - One of the greatest challenges (opportunities) facing businesses today is state and local taxes. Our expertise provides a significant difference for our clients. |
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| Consulting Services |
| The firm was organized to specifically address the business issues facing private companies. Closely-held companies encounter numerous obstacles during their life cycles, ranging from initial capitalization, developmental stage, expansion, merger and acquisition, reorganization and business perpetuation. Our principals are reorganization and business perpetuation specialists, and provide unique qualifications to solve the issues facing majority shareholders and private companies.
In addition, RPG teams up with strategic alliance partners to address the consulting needs of our clients. We do not pretend to have the answers to all questions, but pride ourselves in bringing the right party to the table and, as a team, providing a solution to the problem at hand. |
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| Business Management |
| In today's business world, high income/net worth individuals need sophisticated business management assistance. Raimondo Pettit Group is organized to provide cash management, financial reporting and check writing services to our business management clients. Tax planning services are coordinated with business management expertise to provide our high income/net worth clients with a cost-effective specialization. Timothy Pettit, a former professional baseball player, understands the specific needs of professional entertainers and athletes. |
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| Audits, Reviews and Compilations |
| Jacques Welche leads this service area. Jacques has serviced the audit, accounting, SEC, and merger and acquisition needs of a variety of clients, and has specific experience in the manufacturing, service and telecommunications industries. Jacques directs our audit, review, and compilation service engagements, and is in charge of the firm's quality control. An integral part of our client service philosophy is the recognition that timely and accurate advice is essential. Our goal is to understand our client's businesses thoroughly, through proactive involvement with the management team.
The firm's commitment to quality is demonstrated by its participation in the Peer Review program administered by the American Institute of Certified Public Accountants. In 1997, the Firm received an unqualified opinion as a result of its Peer Review.
By developing a service team whose industry experience parallels that of our clients', we can provide our clients with valuable insights and experience. Our approach is to stay involved with our clients throughout the year, allowing us to identify potential problem areas long before our audit or accounting work begins. |
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| SEC Services |
| Whether you decide to "go public" or are a public reporting entity, Jacques Welche can assist you with the process and the reporting requirements of the SEC. Our philosophy is to work closely with our clients, demystify the process, and leverage from our relationships with SEC attorneys and underwriters to smooth the overall process. By adopting this "hands-on" approach, we are much better equipped to serve medium sized companies than are larger firms. |
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| International Services |
| The future of most American companies is more and more dependent upon their ability to understand and take advantage of the international market place. Whether it is through export, joint ventures or direct investment, the access to foreign markets is very important but also riskier and more complex. With our international experience, we can guide you in some of the complex aspects and financial implications of doing business abroad. We will assist you from a finance and accounting standpoint when you negotiate a contract, try understanding foreign financial information (sometimes in a foreign language), or want to acquire a foreign entity or establish a presence in a foreign country. We also assist foreign investors in acquiring or establishing a business in the United States. RPG uses the services of a network of foreign contacts to better serve its clients' international needs. |
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