GALAXIE3 INC. offers 3 areas of service: Trust Administration, Accounting Services and Small Business Assistance. Please see the menu of services on the left for more information.
Lisa Massara, President and Founder of GALAXIE3 INC. has over 25 years experience in the following fields:
Administration: Trust/Estate accountings, DOD values, cost calculations, and distribution schedules. Input daily transactions and operations of over 400 trusts. Signing and trading authority through POA on over 200 individual and/or trust accounts. Communicationg with Trustees, Attorneys, Clients, Beneficiaries, Corporate: QuickBooks accounting software; create annual budgets, profit and Loss, A/R, A/P; invoice clients; assist with annual audits; analyze reports to help determine salaries, retirement contributions, client fees, and vendor payments; provide assistance in creating company policies, direction. Implement disaster recovery and backup policies. Operational: Trained and supervised all personnel in operations of business. Assist in all information technology issues. Research and set up any new software and hardware. Custom wrote reports to generate correct output for clients. Assisted in marketing strategy. Create Performance reporting for all accounts, consolidated or individually. Created reports to analyze and execute trade strategies. Implement trading decisions as blocks or individual, track and confirm. Reconcile positions, track corporate actions, initiate & monitor asset transfers.
and/or Accountants to coordinate tasks. Set up accounts at custodian, apply for Tax ID#s. Produce reports for quarterly reviews and tax returns.
Taxes: Estate Tax Returns, Fiduciary Income Tax Returns, Personal Income Tax Returns, Estimated Taxes, Payroll Taxes.
Address: Galaxie3 Inc
10984 Alleghany Road
Darien Center, NY 14040
Phone: (716) 868-6733
Fax: (585) 547-3801
General
Information: info@galaxie3inc.com
Lisa A. Massara,
President lisa@galaxie3inc.com
