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Newcomb & Company, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Newcomb & Company, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Services

  • Individual and Business Tax & Financial Planning to Minimize Tax Liabilities
  • Preparation of Individual & Business Income Tax Returns
  • Representation Before Federal, State and Local Tax Authorities
  • Retirement & Estate Tax Planning
  • Preparation of Pension, Estate, Gift & Trust Tax Returns
  • Preparation of Payroll Tax Returns
  • Preparation of Sales & Use Tax Returns
  • Transitional Tax Planning for Liquidations, Reorganizations, Mergers & Acquisitions

Accounting Services

  • Financial Statement Preparation
  • Reviews & Compilations
  • Accounting System Design Including Quickbooks Training & Assistance
  • Financial Projections, Budgets & Forecasts
  • Cash Flow Projections
  • Monthly Bookkeeping Services
  • Personal Financial Statements
  • Customized Spreadsheets
  • Agreed Upon Special Procedures & Examinations
  • Assisting the Business Owner in Understanding Their Financial Statements & What They Are Communicating to Creditors

Financial Management Services

  • Consultation for the Inception & Formation of a New Business
  • Assistance & Liason with Lending Institutions to Obtain & Secure Financing
  • Business Plans
  • Business Valuations
  • Succession Planning
  • Loan Covenant Analysis
  • Litigation Support to Attorneys
  • Cash Flow Management Consulting, Analysis & Projections
  • Elder Care Including:
    • Bill Paying Assistance
    • Tracking of Medicare & Filing of Secondary Insurance Claims

Financial Planning Services

  • Partnering with Investment Firms to Create a Program for a Comfortable & Secure Retirement
  • Money Management Programs
  • College Education Funding
  • Selecting Health, Life & Disability Insurance
  • Selecting Long-Term Care Insurance & Nursing Home Asset Protection Planning
  • Establishing Business Retirement Plans

Information Request for Services Listed Above