Business Consulting and Planning– Business Consulting is more than just defining the right core capabilities. We will help your business grow and plan for the future by optimizing efficiency and effectiveness. We will guide your business from start to finish.
Comprehensive Tax Planning – We perform more than just a tax projection. We will go in-depth to assist with your tax planning needs by planning different strategies to minimize your current and future taxation. This strategy is a core service for any business.
Tax Preparation for Entity Types – We go above and beyond just normal tax preparation. We will make sure that we get every deduction possible for yourself or your business. We will then explain the return in a method you can understand, and provide ways you can improve in the future.
Estate Planning – Estate planning is essential to ensure generational wealth. We will establish a good plan to minimize taxes payable at death and minimize expenses. We have partnered with a law firm that assists in the creation of the strategy we create.
Business Entity Review – One of the biggest mistakes a business can make is to choose an entity type that does not fit their industry/future. We will help your business choose the best entity type by utilizing our analysis software. We can analyze a current business type or advise on a new business.
Sales Tax Audits – While we hope an audit never comes about, we know this happens frequently. We will assist your business throughout the entire audit process. We will work with the auditor to ensure that your business is taken care of.
Monthly, Quarterly, or Annual Accounting – We will do more than just reconcile your accounts. We will assist in making sure that you in accordance with your accounting method and that your transactions have been properly coded. We will ensure to meet any deadline that is reasonable.
Mergers & Acquisitions – If you realize it’s finally time to sell the business, or you are ready to expand and purchase a new one, we can assist you. We have dealt with numerous purchases/sales whether they are asset or stock purchases. We will make sure that you are making the right decision and look to minimize any potential future tax.
Financial Projection Analysis – Every business is not looking to grow. However, we are here to assist those that are with the projection of your business growth. We can help analyze where the financial weaknesses are and how to maximize your profits.
