Having a detailed financial plan provides you with a strategy to make practical financial decisions in all aspects of your life.
What business entity type you choose is a critical factor to long-term tax consequences. The entity choice has many different impacts, among them tax rates, the ease with which you can take money out of the entity, the number of potential eligible owners, and tax treatment when transferring the business from one generation to the next. We can help you make the best choice for your situation.
Don’t want the headache of bookkeeping? We can manage the process for you, and produce monthly reports. Spend more time on what’s important to you – running your business and analyzing your business operations.
We view the tax return as an end-product - the summation of all the decisions and your hard work. The timely preparation of an accurate return is a key element of compliance, but we can best serve your interests by providing guidance and advice throughout the year.
After-the-fact tax planning is the wrong way to go. We work with you to help review your business results so that you can optimize decisions as you go.
Have you received a notice that your returns are delinquent? Started a corporation but never filed a return? In our experience, putting your head in the ground like an ostrich is not a good way to respond. A late filing is better than no filing – the IRS, FTB, and other agencies will not go away. We can help you sort through the jargon and red tape and put your best foot forward.
Multi-state filings require skill and care – trust us to help you do this properly.
We will help you stay in compliance with required filings and disclosures.
If your business entity is under audit, you want knowledge and experience on your side. We can help you navigate the audit process and get through it all.
During the pandemic, we engaged with our clients on PPP loans, EIDL loans, and other stimulus measures – helping them understand how the programs worked, how to apply for funding, and finally how to apply for forgiveness and what the tax impact of all of this would be. The range of “other business tax matters” is as wide as the world of business. Sales tax compliance, city business licenses, property tax filings, business lending…these are just some of the matters that we have assisted clients with.
Through financial clarity, we provide you with the financial confidence you need to achieve.
And, that’s just the beginning.
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