Providing for the whole Client – You, Your Business and Your Family
Tax Compliance & PlanningFor You, Your Business and Your Family
Business, Individual, Trust and Estate tax returns
By working with a CPA, you can be sure that your accountant has been pre-screened and is well-trained and experienced. CPAs have to take a test to qualify and periodically renew their certification. The renewal of certification through testing guarantees that a CPA is up to date on the latest tax law changes and how they affect your tax situation.
Tax Minimization for Business and Owners
Tax minimization means documenting all your expenses that can be classified into deductible categories.
This is much easier when you employ the services of a qualified CPA, who keeps up with changes in the tax code and knows which might apply to you.
Business Succession Planning is used for the identification and development of potential successors for key positions in an organization, through a systematic evaluation process and training.
Unlike replacement planning (which grades an individual solely on the basis of his or her past performance) succession planning is largely predictive in judging an individual for a position he or she might never have been in.
Strategic Tax Planning
Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency.
Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. Tax planning is an essential part of a financial plan.
Accounting & Assurance
Corporate Structure and Formation
The business structure you choose influences everything from day-to-day operations, to taxes, to how much of your personal assets are at risk.
You should choose a business structure that gives you the right balance of legal protections and benefits.
Cash Flow Modeling and Forecasting
Cash flow forecasting is the modeling of a company or entity’s future financial liquidity over a specific timeframe.
Cash usually refers to the company’s total bank balances, but often what is forecast is treasury position which is cash plus short-term investments minus short-term debt. Cash flow is the change in cash or treasury position from one period to the next period.
Sarbanes Oxley Compliance
If not done smartly, meeting your Sarbanes Oxley Compliance obligations as a publicly traded company can be expensive, time-consuming and ultimately counterproductive for your business goals. It doesn’t have to be that way.
The more you know ahead of planning for an audit, the more seamless and effective the process will be.