Here are a few of the benefits you’ll reap when using our service:
- We’ll prepare all of the appropriate forms and record all figures and calculations accurately
- We’ll make sure that you receive all of the deductions and credits to which you are entitled
- We’ll file your return electronically to speed delivery of refunds
- We’ll work with you to adjust your payroll withholding to make sure you send the right amount to each tax authority – no more, no less
- We’ll show you how to adjust your finances to take advantage of tax benefits on future returns
Are you a sole proprietor? Have you been so focused on your business that you haven’t paid close attention to your books? No worries! We'll tidy things up and prepare your Schedule C as part of your personal income tax return
Then we'll help you set up an easy system to keep your books current going forward
Splitting income among several family members or legal entities to take advantage of lower income tax brackets
- Shifting income or expenses from one year to another when it can yield a lower tax rate
- Deferring or eliminating tax liability through use of tax-advantaged investment vehicles
- Tracking all expenses eligible for itemized deduction
- Taking advantage of tax credits
- Adjustment of payroll withholding
We offer value added services that help you structure and manage your business to its best advantage
We help new businesses get off the ground and provide objective assessments of existing ones
We help you establish policies and procedures to protect vital assets and perform audits to ensure the integrity of your records
You reap the benefit of increased efficiency, control, and insight
A Monument of James W
Marshall at Sutter’s Mill in Coloma, CA
We provide objective assessments of business interests by helping you identify and analyze the relevant factors that drive value
We examine:
- The strength and stability of the customer base and the associated revenue stream
- Prospects for growth given the available market and competitive positioning
- The overall financial health of the business
- Valuations for comparable entities
The results inform your decision making as you buy or sell business interests, forge partnerships, negotiate with third parties for debt or equity financing, navigate martial separation, or settle estates
Our professionals can serve as advisors during due diligence and provide expert testimony in legal proceedings
Are you thinking of joining the ranks of small business owners? Along with a great idea and strong sense of the market you’ll serve, you’ll need a business and financial advisor who can help your dream take flight while keeping your feet firmly planted on the ground
We can help you:
- Develop or refine your business plan with the associated pro forma financial statements (Balance Sheet, Income Statement, Cash Flow) and budget
- Select a business structure that suits your needs by considering tax advantages, legal exposure, ease of operation, and portability
- Develop partnership agreements, as needed, to avoid financial and/or emotional trauma downstream
- Prepare and file all required state and local licenses and permits
- Make application for your Federal Employer Identification Number
- Identify start-up capital needs and available resources to address them
