SERVICES & BENEFITS

SERVICES & BENEFITS

Caliri, Mancini & Barbieri, PC is a full service accounting firm with offices throughout Rhode Island. The many accounting and financial services we offer for businesses and individuals include:

Taxation

Take advantage of our team…with more than 60 years of combined experience, our shareholders have the skills and knowledge you need.

  • General Business and Personal Income Tax Consulting

  • Federal and State Tax Planning and Research Services

  • Tax Compliance Services, Nationally and Internationally

  • Complete Income Tax Return Preparation Services

  • Profit and Not-for-Profit Entities

  • Estate and Trust Taxation and Planning Services

  • Internal Revenue Service Representation and Workout Services

  • Electronic Filing Services

READ MORE

Take advantage of our team…with more than 60 years of combined experience, our shareholders have the skills and knowledge you need.

  • Auditing and Compliance
  • Review and Compilation
  • Other Agreed-Upon Procedures
READ MORE

Assurance

Valuation

The Firm is a member of the National Association of Certified Valuation Analysists (NACVA). As such, we provide business valuation services in a variety of areas as follows:

  • Gift and Estate Planning

  • Exit Planning and Succession

  • Purchase and Sale of Businesses

  • Marital Disputes

  • Partner and Stockholder Actions

READ MORE

Business Startups and Choice of Entity
Your business plan may be on paper or in your head, but unless you have a professional advising you, it won’t get off the ground. The most important step when starting a business is to hire a professional accountant.

  • How do I start a new business?

  • What kind of entity should I have? Sole proprietorship, corporation, or limited liability company?

  • Where will I get financing? Do I need capital?

  • What system of accounting should be used?

  • What type of insurance, permit or license is required?

READ MORE

Consulting

Estate Planning

Caliri, Mancini & Barbieri, PC will work with you and your attorney to prepare a comprehensive estate plan.

  • Anticipating possible tax ramifications and the respective tax consequences.

  • We will develop a plan to minimize potential tax liabilities for your beneficiaries.

  • Additionally, we can assist in the probate and estate closing process in reviewing and preparing the estate tax returns.

Bookkeeping

Accurate recordkeeping is a significant key to a successful business.

  • Our team will take your data, from either your checkbook records or your software program, and will make any required adjustments and reclassifications using current guidelines, to enable proper financial and/or tax reporting.

  • As part of these services, periodic meetings will be held to review records and strategies that may be helpful in maximizing profits and minimizing taxes under the current regulations.

Payroll

Caliri, Mancini & Barbieri, PC provides full payroll services.

  • After receipt of your employee data, we will prepare your periodic payrolls with all the proper federal and state tax deductions in a matter of hours, and call you with the information you required to prepare check disbursements.

  • Alternatively, we can issue check disbursements for you. We will provide you with all respective payroll reports and payroll tax deposit amounts to ensure timely remittances to the respective government agencies.

  • Quarterly or annually, we will prepare all payroll tax returns as applicable (e.g., federal Forms 941, 940, W-3 and W-2s; state Forms TX-17, etc.)

  • Our payroll services are provided at affordable, cost-efficient fees.

  • We can also prepare and electronically file annual federal Forms 1096 and 1099s as required for services provided by independent contractors.

Caliri, Mancini & Barbieri, PC provides its clients with real world expertise and planning strategies. Providing accounting, auditing, tax and consulting services at affordable, competitive rates, we remain cognizant of other ways we can assist our clientele and provide advice throughout the year on an ongoing basis.

  • Direct shareholder involvement in all aspects of the engagement; planning, fieldwork, and completion

  • Sensitivity to the immediate needs of your business, your long-term objectives, and awareness of the current economic times.

  • Provision of high-level expertise at affordable small-business rates.

  • Ability to work with all clientele to enable financial, tax or compliance reporting within specified deadlines.