We understand that tax and accounting services may not be at the top of your list of items you would like to spend your hard earned money on, but having the right professionals in your corner will help you maximize your tax savings, avoid potential penalties, and provide financial clarity. By entrusting us, you can focus on your core competencies while leaving the complexities of tax and accounting matters to the experts.
For a limited time, we are offering a $50 referral bonus for EACH friend of family member you refer to us! Conditions apply, click the link below for additional information.
Tax compliance is a legal obligation that every individual and business must be mindful of. In an age where taxing authorities are becoming increasingly aggressive with their tax collection methodologies, it is imperative that you collaborate with a tax professional that can help minimize your tax liability, while protecting you from scrutiny from the IRS and state authorities.
Forms: 1040 (Individuals) , 1065 (Partnerships) , 1120 (Corporations) , 1120S (S-Corporations) , 1041 (Trusts/Estates) ; including state filing requirements for all 50 U.S. states (where applicable)
NOTE : Due to software restrictions and lack of demand, we are currently unable to accommodate tax return filings for Tax Exempt/Not-For-Profit Organizations, Forms 706 Estate (and Generation-Skipping Transfer) Tax Returns, or non-U.S. (foreign) tax filings.
Intra-year or year-end tax planning is recommended for most small business owners, high income earners, and individuals that come across life events that may carry an unexpected tax burden (property sales/exchanges, Roth IRA rollovers, exercise/sale of employee stock options, etc.).
Business owners can benefit by optimizing their salaries (if applicable), tax withholdings and/or estimated tax payments, maximizing their deductible contributions to pension/profit-sharing plans, and more...
Over many years of corresponding with the taxing authorities, we have achieved a high level of competence to ensure that our clients are being properly represented. This process can be stressful, time consuming, and will often lead to avoidable penalties if left unresolved.
NOTE : Our firm offers (optional) "audit protection" with the preparation of your tax return on an annual basis for an additional charge. See our 'Annual Pricing Sheet' for more details (above).
If you are a business owner, maintaining accurate and up-to-date financial records are an integral part of the management process. Properly maintained financial records will enable you to have a clear understanding of your financial position, make informed business decisions, and effectively plan for the future. From a tax perspective, you may be leaving out valuable tax deductible expenses which could significantly lower your tax liability.
After a comprehensive "deep dive" discussion into your financial records (where we will ask about all of your business assets, liabilities, sources of income, and expenses), we will request access to any applicable bank, credit card, loan statements, etc. and reconcile all balances through the entirety of the financial period(s) accordingly. We will also discuss expenses incurred outside of business accounts and make recommendations for "accountable plan" reimbursements which may benefit you.
If you have a bookkeeper and simply need a second set of eyes to look over your financial statements without incurring the costs of monthly/annual bookkeeping, this may be a great option for you. We will review your balance sheet and profit & loss statement for irregularities and "red flags". We may request period-end account statements to confirm balance sheet amounts and provide 'Adjusting Journal Entries' to straighten up your financials, as needed.
We work closely with our clients to understand their needs and provide customized solutions that help them achieve their goals. In both personal and business capacities, we can help you navigate the complex world of tax and accounting. Common consultation topics include asset preservation, personal liability protection, pension & profit sharing plan options, reasonable-compensation computations, employee benefits, §1031 exchanges, tax credit eligibility, and much more....
If you are thinking about starting a business, please give us the opportunity to discuss the pros/cons and tax implications of each type of entity (sole proprietorship, partnership, corporation, etc.). We can help you determine the most advantageous entity type, specific to your business. Further, we can help file the necessary forms to adhere to federal, state, and local business filing requirements as they relate to business formations, dissolutions, and annual filings.
Looking for MORE involvement from us? Let's sit down and discuss your goals. We can step-in and assist you on an ongoing basis with ALL of your business accounting needs. Our all-inclusive business advisory service packages include monthly bookkeeping, tax preparation (business + personal), quarterly tax planning and financial statement review, managing estimated tax payments, reasonable compensation analysis, and much more. With 24/7 access to your CPA, we're always by your side.
We are your advocates and want to support you and your business in any way we can. This list above is not comprehensive. Please reach out today and let us know how we can work together to help achieve your financial goals!
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