Berkley, Iselin & Lotz, S.C. provides a wide range of services to individuals and businesses in a variety of industries. At Berkley, Iselin & Lotz, S.C., 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 Planning and Return Preparation Services
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.
But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.
Tax planning, research and preparation services are provided for:
- Limited liability companies
- Trusts and estates
- Employee benefit plans
- Property tax returns
- Assistance in audit situations with various taxing authorities
In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll. Recent legislation has made payroll services an ever more daunting responsibility for business owners.
Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary quarterly and annual tax returns? We're here to lend a hand with our payroll services.
Accounting Services provided by Berkley, Iselin & Lotz include: compilation or review of financial statements, computerized general ledger processing and financial reporting on annual or interim basis. Additionally, we can provide sales tax returns, fixed asset and depreciation schedules, amortization schedules, controller assistance and personal financial statements.
Financial Planning Services
To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Berkley, Iselin & Lotz, S.C. provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.
We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting
The management advisory services (MAS) of a local CPA firm is typically engaged in providing the small business person with guidance in how to run their business. In our MAS area we concentrate on what our clients need. We do this by offering services tailored to the specific client such as business plans, succession plans and annual retreats.
Information Request for Services Listed Above
Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Check the background of Robert Berkley on FINRA's BrokerCheck.
ProEquities provides financial products and services, and does not provide or supervise tax or accounting services. Advisors may provide tax, accounting, or other services through their independent outside business, but these services are separate and apart from ProEquities.