Facebook icon Twitter icon Instagram icon Pinterest icon Google+ icon YouTube icon Contact icon

Services

Tax Preparation

Tax planning begins with tax preparation, the preparation of your annual income tax filings, and a comprehensive review with a tax expert.

Learn more

Tax Management

Tax management is an ongoing relationship that delegates bookkeeping, tax planning, and tax preparation to our team of experts.

Learn more

Financial Management

Financial management is a comprehensive financial relationship that expands on Tax Management and focuses on maximizing cash flow.

Learn more

Tax Preparation

Our Tax Preparation process answers the following questions:

  • How efficient are your small business taxes? Your individual income taxes?
  • Is your legal structure the most efficient from a tax perspective?
  • How do you keep and maintain your accounting records?
  • What deductions are you missing, and what deductions and/or tax credits does your small business qualify for

We’ll analyze the above by preparing or reviewing your most recent tax returns and designing a tax plan specifically tailored to your unique needs.

As your business grows, so does its needs. Our Tax Management solution helps small business owners with growing businesses manage their taxes on a day-to-day basis throughout the year.

Tax Management

Owners of growing small businesses have special tax planning needs. Our Tax Management relationship is designed to address these needs. We provide bookkeeping, tax planning, payroll processing, and both personal and business tax preparation services for small business owners whose growing business require greater hands-on attention throughout the year.

Is Tax Management right for you?

  • Is your business beginning to grow, and with it, your taxes?
  • Are you struggling to manage the finances of your business?
  • Do you need help with tax planning?
  • Are you concerned about governmental audit, specifically your level of preparedness?

Tax Management allows you to focus on your business, not on taxes or accounting, shifting that responsibility to our skill team of tax professionals.

Two people on ladders drawing business symbols

Financial Management

Financial Management is a hands-on, day-to-day financial relationship, through which we help small businesses:

  • Create and maintain accurate financial records
  • Manage cash flow
  • Process invoices and pay your bills
  • Collect payments
  • Prepare budgets and projections, for business and personal
  • Prepare and implement tax plans for long-term success

Financial Management is a comprehensive solution for small business owners with gross business earnings in excess of $250,000.

People working together at a laptop on financial management items

Ready to take the first step?

Get in touch today