Strategic Tax Planning & Advice
Almost every year there are new additions or changes to the IRS tax code and in 2017 Congress passed the biggest change in the tax code since 1986. If you are a small business owner, you want to know how these tax laws, tax credits and tax loopholes apply to you and your business.
Luckily for you, we stay up to date on new strategies and IRS regulations through continuous education. All Certified Public Accountants are required to do a minimum amount of annual training. However, as a Certified Tax Planner, we go beyond the minimum and stay current on ideas that help pay less to the IRS and allow you to reinvest that money into your business so that you can accomplish your goals.
Small Business Accounting Services
We know that you have your hands full running and growing your business and that you don’t have time to figure out accounting or QuickBooks on your own. With our flexible level of services, we can either coach you and your staff on accounting best practices or we can do the bookkeeping for you. You can rest assured that the bank reconciliations stay up to date.
Then we meet with you every month or quarter to review your financial reports with you. We’ll go over the Profit & Loss, Balance Sheet and Statement of Cash Flows so you understand your business performance and we can look at any problems or opportunities. We’ll also create a custom projection from your information so that you can see how the decisions you make now impact your cash flow within the next 12 months.
Tax Preparation & Compliance
Since we work with you throughout the year, tax time is a breeze. From our regular meetings, we’ll know what your numbers looks like and you’ll save more money because you’ve been implementing smart strategies the whole year.
We use a consultative process to file your taxes. We don’t just plug in your numbers and give you something to sign, we want you to have an understanding of where the numbers came from. This way we can make any last minute adjustments and you have the peace of mind that your taxes were filed correctly.