Services

 

Tax Planning


Our primary service, takes a look at your entire business and personal financial situation and analyzes what can be done to save money on taxes during the current year, future years, and possible prior years. A few things that are considered include:

-Maximizing deductions
-Retirement Planning
-Loopholes to take advantage of
-Entity Restructuring
-Income Shifting
...and many more!

 

Tax Plan Implementation


We are happy to assist our clients with carrying out and implementing the strategies that are discovered and recommended from the Tax Plan. This could include things such as, restructuring the business, correcting the accounting files, transitioning from one payroll provider to another, and providing support in how to properly document and record special strategies and expenses.

 

Tax Preparation


We offer tax preparation services for any business owner, regardless of how the entity is structured. During the tax preparation stage, we have a very structured process than ensures that everything gets accounted for in a way that eliminates the stress from our clients - we ask important questions that can impact your taxes, provide you with a list of items needed, answer any questions you may have, and file and pay any taxes on your behalf - all electronically.

 
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