Client Testimonials

"…I was immediately impressed with Peter M. Habib & Associates. After one office visit their associate was able to clear up a previous accountant's mistakes and give me the peace of mind I needed. Being a small business owner, I was concerned that Peter M. Habib & Associates couldn't provide me with the services I needed at a rate I could afford, but nothing could be farther from the truth. At PMH& Associates, it doesn't matter how big or small you are; they provide high caliber accounting at a rate that is fair and reasonable. You don't want to rely on just anyone to prepare your taxes and every day I know I made the right choice with Peter M. Habib & Associates!"

Jen Stevens

Independent Business Owner

How Peter M. Habib & Associates Can Help Your Business

In today's economic climate the pressures of owning a business are higher than ever. Why not let Peter M. Habib & Associates help you take your business to the next level? Increased efficiency equals increased profits and we can help you efficiently manage everything from accounting and auditing services to business valuation, retirement and tax planning. Take the stress out of financial planning and let the experienced certified public accountatns of Peter M. Habib & Associates work for you.

Tax Planning & Preparation

Tax laws are often complex and frequently change, that's why there's no substitute for the assistance of an experienced tax professional. At Peter M. Habib & Associates, we make it a priority to continually ensure mastery of the current tax law, intricate tax code, and new tax regulations. We provide you with an assortment of tax preparation services to take the stress out of filing your individual or corporate returns as well as tax planning services that will help eliminate any year-end surprises. With proper planning and accurate preparation, the staff at Peter M. Habib & Associates can help implement tax saving strategies that will maximize your after-tax income.

  • Coordinated Tax Planning for Businesses, Owners and Related Entities
  • Estate and Lifetime Gift Planning
  • Multiple-Entity Structuring and Selection
  • Return Preparation for businesses, individuals, estates and trusts
  • Representation for Tax Examinations and Controversies
  • Structuring Real Estate Transactions and like-kind exchanges
  • Year-End Tax Planning
  • Executive Compensation and Stock Option Plans
  • Lease versus Buy Decisions
  • Automobile and other Fringe Benefit Planning
  • Corporate Strategies and Consolidated Returns
  • State and Local Tax Planning


Accounting Services

At Peter M. Habib & Associates, we know how valuable your time is as a business owner and we understand the need to focus on core business activities without having to worry about accounting functions and financial tedium. That's why we offer a full line of services to cover all of your accounting needs and ensure the fiscal well-being of your company, no matter how big or small. Reducing the burden of non-core functions enables business owners to save valuable time and gain the freedom to focus on primary business functions in order to increase profits. Our team can perform vital accounting functions such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis. We can help you find efficient solutions for your business needs and we can train your employees to use major bookkeeping software in order to continue the smooth operation of your business.

  • QuickBooks® and Client Bookkeeping Solutions Training
  • Fixed Asset Management (depreciation schedules)
  • Budget to Actual Reporting
  • Monthly, Quarterly and Annual Compiled Financial Statements
  • Ledger and Journal Maintenance
  • Monthly Bank Reconciliations
  • Payroll and Sales Tax Preparation
  • Cash Flow Projections and Analysis


Audit Services

We understand how important audited financial statements are to businesses, shareholders/owners, lenders, investors and other stakeholders. We will focus our efforts where it matters most with our ultimate goal being to improve our client's overall financial reporting processes. We see our audit as more than just numbers and compliance – we want to help you better understand your business. Peter M. Habib & Associates can coordinate both internal and external audits. We support various types of audits, including operational, compliance, financial, and investigative and we maintain responsibility for continuously assessing the extent of compliance with specified tax directives.

  • Audits, Reviews and Full Disclosure Compilations of Financial Statements
  • Due Diligence
  • Employee Benefit Plans
  • Assistance with Cash Flows and Budgeting
  • Internal Control Evaluations
  • Operational Reviews
  • Agreed Upon Procedures


Business Valuation

A professional and independent business valuation is essential when you want to sell a business, buy a business or fulfill your due diligence requirements. Peter M. Habib & Associates can capture the true economic reality of your company and provides a broad range of valuation and advisory solutions that will enable you to confidently make strategic business decisions and achieve greater success.

  • Gifts
  • Estate Planning
  • Business Succession
  • Charitable Contributions
  • Stock Options and Equity Issuances
  • Compensation Plans
  • Mergers and Acquisitions
  • Divorce


Retirement Planning

Financial independence is the goal of retirement planning and getting you to that point is our job. Retirement planning is not something that can be done in a day, a week, or even a month. Getting ready to retire is a process that ideally starts as early as possible in one's working career. Allowing your investments more time to earn for you is the best way to build your portfolios. To come out with the best series of investments to help you achieve your goals, it is good to work with a retirement planner to make the process simpler and to expose you to ideas and investments you might not be aware of. Retirement planning can be a difficult and sometimes mysterious process, but the professionals at Peter M. Habib & Associates can make the process a whole lot simpler.

  • Qualified Plan Design and Compliance (including Profit Sharing and 401(k) Plans, IRAs (Traditional and Roth), SEP/SIMPLE Plans, and Defined Benefit Plans)
  • Non-Qualified Retirement Plans
  • Non-Qualified Deferred Compensation Plans
  • Stock Option Plans
  • IRA Rollover and Distribution Planning
  • Tax Ramifications
  • Regulatory Compliance
  • Welfare Benefit Plans



© Peter M. Habib & Associates, Inc.