Financial Planning

Helping Residents of Buffalo, NY With Financial Planning

Financial planning may seem like a daunting task, but that doesn’t have to be the case when you have the knowledgeable and experienced team at Blatner & Mineo CPA PC by your side.  We will talk with you individually about what you want to save for or have plans for in the future.  This way we can provide you with the adequate tools and guidance needed, to get you the results you want!
Our Financial Planning services include:  
  • An analysis of your company’s data (net worth, income tax, cash flow, & investments)
  • Estate & business continuation planning
  • Personal and estate tax preparation 

Your Financial Statement

Your Financial Statement is your company’s annual physical.  When done properly, a financial statement can tell you your strengths, weaknesses, and long-term prognosis.  
Our Financial Statements include: 
  • Balance sheet 
  • Statement of income and retained earnings 
  • Statement of cash flow
  • Notes to Financial Statement 
Our complete Financial Reports also include:
  • Accountant’s report
  • Relevant supplementary reports, such as costs of goods sold, administrative expenses, property and equipment , inventory, and business activity
Choose the Financial Statement you need:
  • Compilation:  a summary based on information you provide
  • Review:  an analysis of your financial data
  • Audit:  a way to demonstrate to your banker & insurance and bonding agents that you are in compliance with generally accepted accounting practices.
Only a CPA can prepare a reviewed or audited Financial Statement so give Blatner & Mineo CPA PC a call today!

Contact Us Today For Financial Planning Services!

Our goal here at Blatner & Mineo CPA PC is to help you reach your goals, and our CPAs are ready to get to work!
Financial planning starts here.