ABOUT US

 

JAD Consulting, LLC is a New York City based private professional tax practice providing tax planning, preparation and advisory services to high net worth individuals, their families and any related entities.  The professional staff has extensive experience working with high net worth individuals.

 

About Joseph De Maio, President /Owner

Prior to starting JAD Consulting, LLC on January 1, 2004, Joe was a Tax Partner of BCRS Associates, LLC from January 1, 2002 through December 31, 2003.  Before joining BCRS, Joe was a Senior Vice President of Spear, Leeds & Kellogg, managing their tax department for six years.  He was responsible for the final compliance review and all aspects of tax planning for the managing directors of Spear, Leeds & Kellogg.  Joe was also a Tax Manager at Grant Thornton, where he spent four years reviewing high net worth individual, corporate, partnership and foundation tax returns.  Joe began his career in 1987, at Shandling & Landsman CPA’s preparing individual, corporate, partnership and trust tax returns.  Joe graduated from Baruch College in 1986 with a B.S. in Accounting and received his CPA license on November 3, 1989.  He is a member of the NYS Society of CPA’s and the American Institute of Certified Public Accountants.

SERVICES PROVIDED

 

Tax Compliance, Planning and Administration

  • Prepare and review federal, state and local tax returns for individuals and entities.

  • Gather all relevant tax and financial information during the year for quarterly estimates, extensions and tax returns.

  • Monitor and make recommendations regarding tax planning.

  • Recommend structures for business liability and tax planning purposes (i.e., limited partnerships, limited liability companies and S and C corporations).

  • Provide federal and state tax audit representation.

  • Provide administrative services with respect to tax matters including filing tax returns with respective tax jurisdictions and coordinating the filing of quarterly estimated tax payments.

Estate, Gift and Charitable Planning

  • Assist attorneys in executing estate plan documents and coordinate funding of estate planning entities.

  • Assist clients in funding annual gifts and opening custodian brokerage accounts.

  • Prepare and review federal gift tax returns.

  • Gather information to prepare foundation tax returns and quarterly projections.

  • Administer private foundations including estimated tax payments and minimum distribution requirements.

Accounting Services

  • Prepare brokerage account trading analysis and reconcile security positions to brokerage account statements.

  • Prepare bank account write-up of receipt and disbursement activity and reconcile to bank statements.

  • Household bill paying including monthly bank reconciliation and cash flow/expense reports.

  • Prepare personal financial statements.

CONTACT INFO
 

JAD Consulting LLC

61 Broadway – Suite 512

New York, NY  10006

 

Tel: 212-509-3525

Fax: 212-509-3527
 
Email:  info@jadllc.com

© 2015 JAD Consulting LLC