Metis Group |  Accounting and Auditing  | Tax Services | Forensic Accounting and Litigation Support Services | Business and Stategic Planning  | Real Estate | Outsourcing | Not-for-Profits
Metis-Weikart  | Individual Tax Preparation
Zucker and Shernicoff | Co-op and Condominium Accounting
Acctrack | Computer and Consulting Services |
Quarry | Financial Planning |

Accounting and Auditing
Although these are basic services of an accounting firm, we like to approach them differently. We take an active interest in the progress of our clients’ businesses and attempt to help them better acheive their results.

Our services are computerized and comprehensive. In addition, partners and staff undergo continuing professional education so that we bring the most current accounting principles to the job. Our Quality Review Department reviews each engagement to insure the highest level of standards.
Accounting and Auditing Services include:
• Audits, Reviews and Compilations of financial statements
• Financial projections and forecasts
• Agreed upon procedure engagements
• Bookkeeping, budgeting and financial managements services
• Performing SAS 70 audits
• Yellow Book audits

Tax Services
At Metis Group, our tax services are more than just preparing tax returns. We feel that with an emphasis on planning, at both the business and personal levels, tax consequences can be minimized.
We have a licensed tax attorney on our team who is always available to assist and guide our clients toward the most creative, safe and economical tax decisions.
Our tax library is state of the art, using electronic and web-based resources to make research efficient and cost effective for our clients. We prepare tax and information returns on a national, international and multi-state level for Corporations, Subchapter S Corporations, Partnerships, Limited Liability Companies (LLCs and LLPs), Individuals, Estates, Trusts, Employee Benefit Plans and Not for Profit Organizations.
Estate and trust planning also falls within our tax services. We help clients to identify objectives and review their current situations. We work closely with tax attorneys and make recommendations as to structure and implementation of strategies.
Although we attempt to avoid them, an occasional tax audit can happen. We guide and support our clients throughout the process.
As our clients’ goals, results, and objectives change, we review and update their tax strategies.

Forensic Accounting and Litigation Support Services
Metis Group is actively involved with attorneys, courts and banks in forensic and support capacity. Two of our partners have earned the ABV designation (Accredited in Business Valuation). Case experiences include:
• Bankruptcies
• Business Valuations
• Corporate and Partnership
• Litigation
• Damage Calculations
• Divorce Mediation
• Matrimonial Matters
• Wrongful Termination/Loss of Wages
Our services include investigations, analysis, settlement negotiations, depositions and expert testimony. We advise our clients on the tax implications of various settlement options in order to provide them with the information necessary to make the most beneficial decisions.
Our knowledge and experience has allowed us to develop a high level of technical competence and enables us to handle cases in the most professional and expeditious manner possible.

Business and Strategic Planning
We are committed to helping businesses function at optimum efficiency. Our ability to blend technical and business skills enables us to develop practical and effective solutions tailored to each client’s operation and objectives. Services we provide include:
• Strategic planning
• Merger and acquisition services
• Business succession planning
At Metis Group we believe that proper planning can avoid expensive mistakes - both in products and in time. We function as independent and informed consultants helping businesses understand their own needs and always being able to assist with new challenges, developments, or growth along the way.

Real Estate
The Metis real estate team currently services numerous developers, management companies, contractors, and owners of apartment buildings, town-house projects and commercial complexes throughout the United States.
With its broad expertise, including an in-house tax attorney and partners and managers with many years of real estate audit and tax experience, Metis provides the financial and tax guidance that owners and investors require in today’s challenging environment.

Financial & Business Advisory Services
• Financial statements for lending institutions
• Site Audits
• Analysis of property management and accounting systems
• Due diligence
• Asset protection

Tax Services
• Advise on choice of entity and accounting method
• Advise on 754 elections (Asset book-ups & book-downs)
• Advise on 1031 exchanges
• Advise on interest tracing issues and phantom income
• Cost segregation analysis
The specific needs of a client differ as vastly as the clients themselves. At Metis, we are prepared to meet those needs. Our clients include an asset manager with over 13,000 apartment units and over 1,000,000 square feet of commercial space.
We have a particular expertise in cost segregation analysis and cancellation of debt issues, including the introduction of new partners into failed deals. Over the years, we have helped our clients save millions of dollars in taxes.
Metis Group prides itself on its knowledge of real estate matters and professional promptness. Whether it’s a K-1 to an owner, general partner or investor, or a financial statement to a bank, we deliver our expertise and work products in a timely manner.

Not-for-Profit
Many of our not for profit clients are subject to the provisions of the Governmental Auditing Standards and A-133. We focus on accounting, auditing, compliance, internal controls and business practices, and governance. Our clients include educational institutions, cultural organizations, business and civic associations, religious organization, and human service organizations.
We provide our clients with high-quality and timely work delivered through the dedication of our not for profit professionals who have made a career decision to work exclusively in this area.
As a recognized leader in the not for profit industry, we have the resources available to address the complex and ever changing issues effecting not for profits from all stakeholders.

Outsourcing
With the tight labor market, many companies cannot recruit or retain
the experienced personnel that are needed to run a successful
accounting department. Our solution to this problem is the complete
outsourcing of a company's accounting department to our experienced
personnel, whereby our firm, instead of yours, would be responsible for
the day-to-day accounting functions. With computers, e-rnail and the
Internet, it has become much easier to have a remote accounting
department. The benefits to the client include reduced management
time, reduction of accounting department personnel and the related
payroll and benefits costs, and allowing management to focus on their
business objectives instead of the back office. Another major benefit te
that the client receives accurate and timely financial reporting overseen
by CPA's that can deal with the ever increasing complexity of accounting
and financial reportfnE standards.

Co-op and Condominium Accounting

At year end, or more frequently if engaged for interim reports, we prepare a cash disbursement journal, general ledger and working trial balance. Using this material, we conduct the audit at the managing agent’s office, where we examine all bank statements, canceled checks, etc. We also examine selected, original bills, payroll tax returns, payroll reports, cash collection reports and the like. We also review the internal control systems both at the managing agent and the board level.
For very large and/or self managed coops and condos, we will, where appropriate make other arrangements to gather the data necessary for the conduct of the audit.
An initial audit also includes obtaining and examining other documentation, such as, the closing statement on transfer of the property to the cooperative/condominium, mortgages, certificate of incorporation and prior tax returns, if any, etc.
At the conclusion of the audit we prepare, and provide to the cooperative corporation or condominium association, a copy of the Cash Disbursement Journal, General Journal, General Ledger, and Trial Balance for its permanent files.

Computer Consulting Services

Comprised of a unique combination of Certified Public Accountants and IT professionals, our affiliate, Acctrack Computer Consultants, Inc., can expertly advise clients on the installation and daily operation of their accounting system, daily accounting operations and their computer hardware.
We have been helping large and mid-sized companies take advantage of MAS90, MAS200 and BusinessWorks Accounting Software for over fifteen years. Our client base is nationwide, and spans many different industries from manufacturing to distributing to retail sales.
We offer specialized solutions for a variety of industries. Our unique Master Developer network has created thousands of off-the-shelf products to enhance MAS90 and MAS200 with industry-specific functional solutions.
We can help you migrate from most any other accounting software package through our expert data conversions. We help many businesses recognize their unique requirements and assist them in developing solutions tailored to their business.

Financial Planning

Through our affiliation with Quarry Financial Advisors our financial planners can assist you in planning for and achieving your long term financial goals. Our financial planning process begins with an evaluation of your current financial position. We then compare your current position with your future goals to create a plan. We will facilitate the implementation of the plan. Our team will then monitor and adjust your financial plan. We can also guide you in the selection of benefits and insurance.