Business Services

Campisi Financial Network® is here to help your business grow and keep it running smoothly. Our professional and knowledgeable staff is here to do what we do best so you can keep doing what you do best. CFN offers Tax Services, Accounting Services, Financial Services, and Management Services to meet this goal.

Tax Services

We take a proactive and analytical approach to your tax planning needs. We do not only prepare your tax returns, we help you plan for the future. Campisi Financial Network® is here for all of your tax needs. We can prepare and file your taxes quickly using the IRS’ e-file™. We also have Enrolled Agents and CPA’s to assist you in representation before the Internal Revenue Service. CFN has skilled tax professionals able to prepare any type of return, including, but not limited to, individual, business, estates, and trusts.

Accounting Services

We take pride in the long lasting relationships we have with many of our accounting clients. This is a result of the personal hands-on approach we take with all our clients. Our reputation is based on trust, dedication, and fulfilling the needs of our clients on a timely basis.

Some of the accounting services we offer are preparation of financial statements (Reviews and Compilations), outsourcing of all accounting functions, payroll services, and general ledger & write-up. We are however, not limited to the services listed here.

Investment Services

We can assist you in employee benefits planning and implementation. This includes but is not limited to key-man insurance, SIMPLE plans, 401(k)s, 403(b)s, SEPs, cafeteria plans and other investments. We also provide services for your business or entity including but not limited to risk assessment and tax savings plans which are part of our Facts of Life Experience®.

Management Services

One of the key factors in running a successful business is the ability to have the information necessary in order to make informed timely decisions. This has never been more important than it is today in our ever changing economy. To help you make these decisions and to help you run your business, we offer these services. Starting a business, budgeting & forecasting, buying or selling a business, financing, succession planning, qualified retirement plans, business continuation planning, business valuation, and business structure analysis, among others. Contact Us today and make an appointment.