Money is personal, whether you're forming a new business, operating an established hedge fund, or you're a family looking for tax help. We are invested in each and every one of our clients - and when we say "we, " we mean everybody. We get to know you - to get to know what's best for your money today and for future generations. The six Raines & Fischer partners specialize in matters ranging from complex tax planning to financial accounting and audits. Unique, necessary skill sets complement each other to bring you a generalist firm that is anything but.
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Every single one of our partners and senior staff is an experienced CPA. Many on staff hold advanced degrees in law, taxation, and finance. You don't have to go to a Big Four firm to get expertise. We're always focused on enhancing the quality of our accounting and auditing services. To this end, our team participates in the AICPA Peer Review Program: a voluntary program that keeps accountants accountable.
Let us focus on the everchanging laws and regulations from the IRS and the SEC. When you're always confident in your compliance, you can focus on what you do best: managing your portfolios. We have documentation ready to roll when you need it. That's how we're always prepared to discuss valuation issues and quickly provide necessary information.
First and foremost, broker-dealers must comply with SEC and FINRA regulations. Next, your auditors must be registered with the Public Company Accounting Oversight Board (PCAOB). Maintaining a set amount of net capital in your business (depending on the functions you provide). Providing professional guidance to deal with FINRA regulators that may review your processes from time to time.
Reviews (4)
Michael Taylor
May 24, 2021
Linda Lydon
Apr 03, 2021
C. Chiffriller
Nov 13, 2020
Swap Meet
May 19, 2019
EXORBITANT PRICING, DONT GET TAKEN! We were introduced to this CPA through our financial advisor. Because of this recommendation we did not discuss pricing upfront. BIG MISTAKE! The preparation of an Individual Tax Return cost us $900. The catch was the meet and greet and follow up meeting, plus call to discuss the return cost over $800! A BASIC (single elderly male) TAX RETURN for a first time client was over $1700! They also charged for work not completed. NOT THE WAY to keep a client. The tax return is not BEING HELD HOSTAGE!
