ACCOUNTING AND BOOKKEEPING
We provide actual advice vs. simply reconciling the general ledger. Ask us for a quote.
TAX PLANNING
Entity Selection, Buying or Selling a Business, Year-end planning.
TAX PREPARATION
Individuals, Partnerships, S-Corporations, LLC's, Estates, Corporations.
ACCOUNTING AND BOOKKEEPING
We provide actual advice vs. simply reconciling the general ledger. Ask us for a quote.
TAX PLANNING
Entity Selection, Buying or Selling a Business, Year-end planning.
TAX PREPARATION
Individuals, Partnerships, S-Corporations, LLC's, Estates, Corporations.
ACCOUNTING AND BOOKKEEPING
We provide actual advice vs. simply reconciling the general ledger. Ask us for a quote.
TAX PLANNING
Entity Selection, Buying or Selling a Business, Year-end planning.
TAX PREPARATION
Individuals, Partnerships, S-Corporations, LLC's, Estates, Corporations.
ACCOUNTING, TAX PREPARATION, TAX PLANNING
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The Problem
- A typical accountant looks a the financials for the first time in tax season (after year end). Often the books are a mess and it is too late for proactive planning. They are often stuck fixing incorrect books in the heart of tax season. This leads to an unforeseen tax bill, unnecessary extension, or incorrectly filed tax return.
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The Solution. We offer the following for a low monthly fixed fee
​- Monthly bookkeeping on the tax basis of accounting
- Ongoing advice regarding estimated tax payments
- Ongoing advice regarding the state PTE tax credit
- Ongoing advice regarding S Corp shareholder comp including how that interacts with the QBI deduction
- Ongoing advice regarding best practice of small business retirement plans
- Ongoing advice regarding entity structuring
- Annual preparation of your entity tax return
- Ongoing advice about how this interacts with your personal tax picture
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Get a quote
- Contact us HERE.