Allegretti & Associates
5.0
Allegretti & Associates offers comprehensive accounting, tax, and financial planning services for individuals and small businesses, emphasizing personal service and expertise.
About
Allegretti & Associates is a Rhode Island-based accounting firm offering a broad spectrum of services including personal financial planning, estate planning, elder care, small business accounting, payroll, part-time CFO services, audits, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organization support, internal controls, litigation support, tax preparation, tax planning, tax problem resolution, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, offer in compromise, IRS payment plans, bankruptcy, innocent spouse relief, QuickBooks setup, training, and support. The firm emphasizes personal service, expertise, and affordability, with a mission to provide quality financial advice and solutions tailored to clients' needs.
Services
Personal Financial Planning
Comprehensive financial planning services for individuals and families, covering budgeting, investment strategies, retirement planning, and wealth management.
Estate Planning
Legal and financial planning to manage the distribution of assets after death, including wills, trusts, and tax minimization strategies.
Elder Care
Financial and administrative support for elderly individuals, including bill payment, budgeting, and legal document management.
Small Business Accounting
Full-service accounting solutions for small businesses, including bookkeeping, payroll, financial reporting, and tax compliance.
Payroll Services
Comprehensive payroll management for small businesses, including payroll processing, tax filings, and employee benefits administration.
QuickBooks Services
Support and implementation services for QuickBooks accounting software, including setup, training, and ongoing support.
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