Would you like to pay the least amount in taxes legally allowable? Or, have digestible financial reports that tell you what’s going on with your business in seconds. We’ve yet to have someone say “no” to these questions. But, if you’re always looking in the past when it comes to your taxes or receiving reports late that are pages long how are you achieving this goal? Chances are you’re not. While every situation is unique, we regularly find clients overpaying on taxes between 20 and 40% and financial reports that just aren’t actionable.
That’s why we believe the first step is to thoroughly diagnosis your financial picture to design solutions that align with your goals (and save you time and money!). Within the first 30 days of engaging us we will:
Would you like to pay the least amount in taxes legally allowable? Or, have digestible financial reports that tell you what’s going on with your business in seconds. We’ve yet to have someone say “no” to these questions. But, if you’re always looking in the past when it comes to your taxes or receiving reports late that are pages long how are you achieving this goal? Chances are you’re not. While every situation is unique, we regularly find clients overpaying on taxes between 20 and 40% and financial reports that just aren’t actionable.
That’s why we believe the first step is to thoroughly diagnosis your financial picture to design solutions that align with your goals (and save you time and money!). Within the first 30 days of engaging us we will:
Every business is unique – you don’t need generalized accounting and tax advice; you need customized solutions! That’s why every implementation is unique but examples of recommendations include:
We prepare all types of tax filings including federal, state and local across all 50-states and ~89,000 state and local jurisdictions. We will also prepare any U.S. required International Tax filings or disclosures.
We are a full-service business and personal accounting team. We apply a rigorous weekly process to your accounting which includes monthly reconciliations and reporting.
Don’t be shocked by what you own on April 15th. We will project your federal, state and local tax liabilities and devise a payment plan.
Paying the least amount in tax while growing and maintaining positive cash flow requires ongoing discussions.
We build your initial plan to be evergreen. But, businesses and the tax code evolve and that’s why we update your plan regularly.
