Services
Conca & Associates, LLC offers a wide range of services to individuals and businesses in a variety of industries. 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.
Tax Services & Compliance
Full-service tax preparation and ongoing compliance support for individuals, businesses, estates, and trusts.
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Tax services & accounting
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Estate and trust planning & tax preparation
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IRS & state representation
Financial & Retirement Planning
Long-term financial strategy, wealth management guidance, and retirement planning tailored to your goals.
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Financial and retirement planning
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Employee benefits, pension, and profit-sharing plans
Bookkeeping & Accounting Support
Accurate, organized financial records to keep your business running smoothly.
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Bookkeeping / write-up services
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QuickBooks accounting help & assistance
Business Entity Setup & Restructuring
Guidance on choosing the right business structure and optimizing it as your company grows.
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Entity selection & restructuring
Advisory & Consulting Services
Ongoing strategic insights to improve operations, maximize profitability, and support business decisions.
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Advisory services
Employee & Benefit Plan Support
Setup, administration, and compliance support for employee benefit and retirement plans.
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Employee benefits, pension, and profit-sharing plans
Tax & Accounting FAQ
Common documents include W-2s, 1099s, mortgage statements, investment summaries, business income/expense records, and identification. We’ll provide a customized checklist based on your situation.
Choosing the right structure depends on your income, liability concerns, and long-term goals. We analyze your needs and recommend the most beneficial entity type for tax efficiency and protection.
Yes. Through strategic planning, deductions, credits, and tailored financial strategies, we aim to legally minimize your tax liability and maximize your savings.
Absolutely. We support sole proprietors, partnerships, LLCs, S-Corps, and corporations with bookkeeping, payroll, tax planning, and compliance services.
Yes. We help interpret IRS notices, represent you during audits, and work to resolve issues quickly and accurately.
We’re available year-round to assist with IRS notices, financial decisions, bookkeeping, and planning—not just during tax time.
Tax planning is the process of arranging your finances to reduce taxes owed. It ensures you keep more of your income and avoid surprises at tax time.
Preparation time depends on the complexity of your return. Simple individual returns can often be completed within a few days, while more complex returns involving businesses, rentals, investments, or multiple states may take longer. Once we have all your documents, we’ll give you a specific timeline.