We strive to do our best for our small business clients by:
- Decreasing Taxes
- Increasing Net Worth
- Providing Accurate Bookkeeping and Professionally Prepared Tax Returns
We Are Different! Our Small Business Package begins with a “ Business Checkup” or Initial Strategy Session on your business
- We analyze your entity status ( Sub S, LLC, C Corp vs Sole Proprietorship)
- We review your prior year tax returns and amend them if necessary.
- We go over your financial statements in detail and let you know the key numbers so you can understand them and manage your business better.
- We prepare a current year tax projection and let you know where you stand currently as well as what next April 15th looks like to keep you informed on your tax situation.
- We go through our tax planning checklist with you to review ways you could lower your tax bill.
- We talk about your personal financial planning goals.
Our Monthly Small Business Package includes
- Fixed Monthly Fee
- Unlimited Consultation at our office or by phone.
- We keep in touch with you each month and take care of your bookkeeping and accounting so you can grow your business.
- We communicate with you on a regular basis on your business performance so you will have experienced professionals helping you monitor your business.
- We want to make sure your bookkeeping and taxes are done correctly and timely.
- Our main focus is to be your business resource partner to help you reduce your taxes and increase your net worth.