Current CPA Clients
Combining the Services of a Full CPA Firm With the
Proactive Commitment to Your Financial Plan
Tax Return Planning and Preparation
Success in your professional career has been a result of proactivity and knowledge base. These two elements are the building blocks for successful tax planning and preparation.
Lacking technical expertise or proactive planning can result in suboptimal tax outcomes, missed opportunities, and negative compounding effects of higher tax rates.
Your time is valuable and best spent working on and in your own business. Our tax professionals will work to ensure your tax liabilities are minimized and your tax returns are accurately prepared and filed.
For many business owners and entrepreneurs, accounting and taxes are the most unenjoyable component of running a business. Nonetheless, these accounting elements of operating a business are vital to its success.
We understand you have no desire to take on these tasks and prefer to focus your time and energy growing your business and its profits. We work to support business owners through:
- Bookkeeping and account reconciliations
- Proactive business tax planning to mitigate taxes at the business and owner levels
- Financial statement preparation
- Financial analysis and decision making
- Succession planning (and related tax planning surrounding this)
Retirement Planning Services
When retirement planning meets tax implications, business owners find themselves as the intermediary between their CPA and financial advisor. The owner’s time is spent trying to explain what was meant to happen and what did happen.
Unlike other accounting firms, we have the ability to implement the retirement plan through CFPs and CFAs on staff. By educating, constructing and implementing your retirement plan, we work to benefit your bottom line and save you time.
There is a myriad of choices when it comes to retirement plans. From SIMPLE, to SEP, to IRA, to 401K, each plan has its own advantages and complexities. We will take the time to explain your options and benefits to each plan type.
- Tax Return Preparation
- Accounting Services For Businesses
- Tax-Minimization Strategies
- Tax Services For Businesses