We are not consultants or trainers.

Any successful business begins with a well-developed business plan and a knowledgeable accounting firm behind you. Anything less can put you at risk for loss or even liquidation.

Golemb Accountancy Corporation’s team is at your side from the initial planning through funding and implementation, and throughout the life of the business.

We will offer guidance on:

• Business Plan Development
• Strategic Planning
• Financial Projections and Forecasting
• Financing
• Organizational Structuring and Planning
• Business Coaching
• Systems Selection

Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones; each demands diligent estate and trust administration and planning.

When it comes to probate income and estate taxes, two issues are generally at stake (the latter of which is due to an estate being its own taxable entity):

1.  Determining and paying Decedent's individual income tax due but unpaid as a results of death, and

2.  Determining and paying the estate's fiduciary income tax during its adminstration

We work with many estate attorneys in the San Diego area to assist families who are facing the resolution or handling of such issues. 

An estate tax, specifically, is that which imposed by the federal government and some state governments on the transfer of assets to heirs.

If you are the personal representative—also called executor—for an estate of someone who has died, you have assumed many important duties and responsibilities.  Even if you are not the heir, these tasks can be daunting.  If you are an heir, sorting through the details is potentially even more overwhelming with the added emotional stresses involved.

As executor, you are responsible for:

• Filing the decedent's final federal and state income tax returns for the year of death.
• Making sure all the decedent's federal and state income tax returns from previous years have been filed.
• Paying all outstanding tax liabilities of the decedent.
• Filing federal and/or state estate tax returns, if necessary.
• Filing federal and state income tax returns for the estate, if necessary.
• Paying any other taxes owed by the decedent, for example, property taxes, business taxes, etc.

Golemb Accountancy Corporation can help adminster this maze of paperwork.  For more information on our Estate and Trust Administration and Planning services, simply call 619-497-1800.

We work with CEO’s and other executives on a one-to-one basis. This type of coaching is perfect for new executives, those who are committed to creating breakthroughs, or those who may have lost their spark. Our primary role is to empower the executive to create radical breakthrough results in leadership, communication, sales, customer service, productivity and profitability. We work fundamentally at empowering the executive to make the necessary shifts in mindset and corresponding behaviors, and hold the executive accountable for these shifts. At this level of coaching, professional as well as personal aspects are considered in order to empower the executive to have the necessary life-balance that is required to achieve the highest level of success. Clear cut goals and objectives are established along with measurements and accountabilities.

Within the first year of executive coaching, some typical areas of development for the executive are:

• Leadership skills
• Effective communication
• Listening powerfully
• Meetings that produce results
• Eliminating limiting beliefs
• Eliminating egregious behaviors
• Goal setting
• Strategic thinking
• Strategic planning
• Creating an aligned organization
• Building effective teams
• Balancing work and home
• Stress management

We offer a no-cost, no-risk way for you to find out if it makes sense for you to refinance now, or not.  Call us at 619-497-1800; in a few minutes we can have an answer for you.

If refinancing does make sense, our firm can get you a new mortgage with no points, no fees, no net cost at all.  And the best part is, you don't have to fill out a form.  If you are a current client of ours, all it takes is one signature to get the process started.  In a short period of time, you can be saving thousands of dollars in annual interest costs and potentially shave years off the term of your loan.

Whatever excuse you have had for NOT refinancing is gone away!  Don't get stuck paying higher rates. 

Call us at 619-497-1800 for a free initial consultation.

Taxes impact every business transaction and every individual, but with strategic and continuous tax planning, tax consequences can be minimized and your financial objectives realized.

Golemb Accountancy Corporation combines tax expertise with an in-depth understanding of your personal long-term goals to identify tax strategies that help you plan for the future and achieve greater profitability.

Our tax planning and preparation services include:

• Corporate and Personal Income Tax Planning and Preparation
• Payroll and Sales Tax Planning and Compliance
• Entity Selection, Formation and Liquidation
• Estate and Gift Planning
• Mergers and Acquisitions
• Executive Compensation Planning
• Personal Retirement Planning
• Partnerships and Trusts