Metzler Locricchio Serra & Company. P.C

Let us put our expertise to work for you!

WHAT WE DO

AREAS OF PRACTICE

As a local, full service CPA firm, we provide many of the services the larger regional and national firms provide without the added costs. With regard to smaller firms and sole practitioners, we offer a more expanded range of services and bring more resources to service our clients' needs.

Accounting and Bookkeeping

With the fast-paced business world of today, keeping good accounting books and records is extremely important.

Internal Controller Functions

It is essential for any successful business to develop an effective system of financial reporting from within, whether the business is a small venture or a large organization.

Compilations, Reviews and Audits

Today’s business environment demands much closer scrutiny and greater objectivity in the preparation of financial statements, particularly in the areas of reviews and audits.

Forecasts, Projections and Budgets

In times of economic uncertainty, it is just as important to provide a forward-looking perspective and properly plan for your company’s future as it is to accurately report historical data.

Business Valuations

There is a common myth that valuations should only be done when a business owner is ready to sell their business or when it is required by a lender.

Litigation Support/Expert Witness

In an increasingly litigious society, you want the security and peace of mind of having your financial professionals represent you in the event of dispute.

Taxpayer Representation

Knowledgeable representation to federal, state and local tax authorities is crucial.

Cost Segregation Studies

If you own a building acquired in or after 1987 with a cost basis of $500,000 or more, you may be a good candidate for a cost segregation study.

R&D Tax Credit Studies

The research and development credit rewards companies for developing a new or improved process or promoting product innovation.

Tax Planning and Compliance

Tax regulations can be overwhelming to the average individual or business owner. Let us put our tax expertise to work for you so we can help you avoid the pitfalls of poor tax planning.

Management Consulting

The lifeblood of any organization’s sustainability is being able to manage existing business problems and to develop plans to improve operational performance.

Your Business Deserves

an Expert CPA

WE ARE THE EXPERTS

Our partners offer national firm experience and expertise at local firm billing rates desirable to value-driven clients. Our managers are experts in their respective fields and our staff retention ranks well above industry averages. This allows our staff to develop close relationships with our clients over multiple years, which leads to more efficient engagements.

about us

Important Reminders

Sep 13, 2023

Exciting news! Space for rent in our building!

Nov 26, 2019

Save Taxes With a Health Savings Account

Jan 25, 2019

New Retirement Savings limits for 2019

Jan 18, 2019

1099s, Personal Property Taxes, W-2s, and Others Coming Due

AREAS OF PRACTICE

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