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Business management requires much more than preparing budgets, generating financial statements, and fundamental analysis provided through traditional CFO services. We strategize to help our clients increase their wealth, sustain profits, and plan an exit strategy. Tax planning is our specialty, and it addresses critical efficiency areas business owners should consider during financial planning. Once we have worked with clients to develop a tax plan, our CFO services assist in maintaining the tax plan in addition to critical business and financial decisions.
Has your CPA discussed the tax impact of hiring additional employees in your business? Are you consulting with your CPA before making personal and business expenditures or investments? We make sure our clients understand the financial impact of their business and individual decision-making. Often decisions perceived as small could cost owners five to six-figure tax savings. We ensure business owner decisions promote growth at both the individual and business levels.
We understand that all businesses are not the same and requires unique services. The frequency of our client reviews is dependent upon each business owner’s needs. Our CFO Services add value to the day-to-day tracking and reporting of your financials, developing a budget and analysis, and preparing financial statements. Most importantly, tailored financial services are available to meet your specific needs.
Do you have a tax plan? If not, you are likely overpaying taxes. Overpaying taxes prevents businesses from growing and building wealth through passive investing. As a result, the ability to navigate finances and leave a legacy to loved ones may seem out of reach. If you would like to minimize your tax payments and achieve financial goals, sign up for one of our free tax discovery sessions.
A tax preparer approaches taxes reactively with the end goal of determining the taxpayer’s liability. However, tax planning requires forward-thinking and an analytical approach to reduce taxes. While most tax professionals are simply preparers, we offer a proactive level of services to minimize your tax bill. Our practice focuses on identifying strategies that align with long-term business objectives while also reducing taxes. As a result, business owners can reinvest tax savings into their businesses and build wealth. Tax planning is the foundation of our comprehensive service offerings.
An IRS notice for tax debt can be a terrifying experience without an experienced tax professional on your side. Due to fear, taxpayers often make irrational decisions after receiving an IRS notice. There is often a concern of possible consequences, resulting in taxpayers ignoring the notice altogether. Either way, settlement and negotiation without a professional can be costly and time-consuming. With us, clients are not alone in the process as we guide you and reduce your stress. Allow us to assess your options and make recommendations to assist you in settling IRS problems. With our representation, there is no need to be an expert or feel panic as we are with you each step of the way.
Are you a non-business owner in need of financial guidance? We utilize incentives available to business owners through tax planning and our value- added services. However, we are aware of the challenges faced by non- business owners with college planning, retirement, passive investing, and financial planning decisions in general. If you are an individual looking for opportunities to save on your tax bill or need financial guidance, please reach out to find out how we can help you. We help individuals identify strategies to save on taxes, grow their income, and leave a financial legacy for their families.
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