Our Services

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Proper planning is crucial to securing your financial future. At Obbligato Business Partners, we guide you through every stage—from business start-up to succession planning, as well as personalized estate planning. Our estate planning services ensure that your assets are distributed according to your wishes while minimizing taxes and administrative costs. Our structured approach to estate planning includes:

• Data collection and goal setting
• Detailed analysis and tailored recommendations
• Implementation of strategies
• Regular monitoring and reviews

We provide a full spectrum of tax services tailored to meet both individual and business needs. Whether you're seeking advanced tax planning or need assistance with tax preparation, our team has the expertise to deliver solutions that align with your financial goals. 

Our tax preparation services offer comprehensive support, from individual tax filings to complex corporate returns. We assist with tax returns for individuals, corporations, partnerships, and trusts, as well as quantitative analysis of new tax laws. We ensure that your federal and state tax filings are compliant and optimized, providing you with peace of mind. 

Obbligato Business Partners offers a wide range of accounting and bookkeeping services designed to meet the needs of sole proprietors, small businesses, and mid-sized companies. Whether you need a full-service accounting solution or periodic updates, we deliver accurate, timely services. Our accounting and bookkeeping services include:

• Bookkeeping (annual, bi-annual, quarterly, or monthly)
• Financial statements (income, balance, cash flow statements, general ledger, check listings, bank reconciliation, 1096/1099 forms, trend analysis)
• Miscellaneous services (annual reports, filings,Worker’s Compensation Audits, and more)

 QuickBooks is an essential tool for many small business owners. As a certified QuickBooks Professional Advisor, we offer expert guidance and support, helping you make the most of your QuickBooks software through training, troubleshooting, and ongoing assistance. 

At Obbligato Business Partners, your success is our success. We help businesses identify obstacles to profitability and growth, offering practical and technically sound solutions. From advising on financial strategies to addressing specific business challenges, we provide personalized guidance in the following areas:

• Accounting software selection and implementation
• Entity type selection
• Financial and retirement planning
• Estate, trust, and gift planning

With our diverse client base, Obbligato Business Partners has developed expertise across a wide range of specialized financial and tax matters. Our ability to offer a variety of services reflects our versatility and commitment to providing exceptional client support. We help with:

• Asset protection
• Investment reviews
• Bankruptcy support
• Cash flow forecasting
• Employee benefit plans
• Expert witness services