Joseph T. Twardy, Jr., CPA LLC

More Info

TwardyCPA

Services/Products

Joseph T. Twardy, Jr., CPA, LLC (TwardyCPA) is a certified public accounting and business advisory firm, specializing in serving families and individuals, privately-owned small businesses, and nonprofit organizations in New England. Developing a thorough understanding of the critical aspects of each client's markets and industry, along with their business and personal goals, is the key to excellence. I take great pride in developing long-term, advisory relationships with clients who know I am always available to assist them wherever possible.Families and IndividualsWhether my clients own their own businesses or are employed by organizations, they incur tax compliance obligations that must be met on a timely basis. I take a long-term approach by emphasizing effective tax planning throughout the year.The key to minimizing tax obligations is to defer tax liabilities for as long as possible under the law. When tax liabilities are deferred, those funds can be invested to earn additional income, pay down debt, or used to make other purchases.Commercial BusinessesAs a business owner myself, I must address many of the same business and tax issues that my clients face, such as being competitive while remaining profitable, securing financing, and understanding cash flow projections. In other words, I understand what they're dealing with. This means I can provide my clients with proven strategies that help them succeed.I develop accurate financial statements and provide objective business advice to help clients operate their businesses more profitably, build the value of their companies, and accumulate personal wealth. The types of services I provide will depend upon the stage the business is at. A younger operation may need more assistance developing and refining their internal processes. A mature entity may need a greater focus on creating succession and estate plans, and preparing an exit strategy.Nonprofit OrganizationsNonprofit organizations face peculiar challenges that are unique to their missions. Every nonprofit competes for scarce funding resources. Donors and grantors prefer to fund successful nonprofit entities that will stand the test of time, regardless of the criticality of the cause they champion. With this in mind, I develop financial reporting models that accurately reflect the success of their missions.I help nonprofits run their organizations in a business-like, profitable manner so that they can continue to provide services to their communities, and satisfy their missions. My role with each organization varies with what needs to be done. I can become the accounting department and prepare the books for the audit firm. I can assist internal accounting resources by reviewing or making entries, preparing the financial statements, and assisting with internal controls.

Brands

Intuit ProSeries, QuickBooks ProAdvisor

Payment method

check, no credit cards

Accreditation

Lake Sunapee Chamber Commerce

Associations

The American Institute of Certified Public Accountants (AICPA), founded in 1887, is the world's largest association representing the accounting profession, with nearly 377,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public and private practice, non-profit organizations, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, nonprofit organizations and federal, state and local governments. It develops and grades the Uniform CPA Examination. The Massachusetts Society of Certified Public Accountants (MSCPA) is the state's premier professional organization of more than 10,000 certified public accountants and accounting professionals. The Society is an advocate at the State House as well as offering a wide array of legislative, technical and referral services to its members.

Other Link

http://www.twardycpa.com

Categories

Bookkeeping, Accountants-Certified Public, Accounting Services, Financial Services, Tax Return Preparation

Reviews

Details

Phone: (603) 763-0350

Address: 24 Pine Grove Rd, Sunapee, NH 03782

Website: http://www.twardycpa.com