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Income Tax Planning & Preparation
With
your input, we design a plan to lower your income tax and recommend to you the
business form that will help you reach your goals, whether that be as a
corporation, partnership, sole proprietorship or limited liability company.
We prepare and file your tax returns timely. We only extend our
business tax returns when it is our client's preference to do so or when
we do not have all the information to complete the return in a timely
manner.
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Exit Strategy / Business Succession Planning
We guide business owners in the process of developing and implementing
an exit strategy. This includes determining how and when you will leave
the company, who you will sell to and how you will transfer ownership.
If a family member or a key employee is buying the business we provide protection of the plan
through a buy-sell agreement and determine the effects of the
plan on your estate planning strategy. For family owned
businesses, we consult with the current and next generation owners to
insure that the business interest is transferred to the next generation
with the least tax liability possible, considering estate, gift and
income tax consequences of the transfer.
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Retirement Planning
Many
small business owners neglect planning for their own retirement. We will
recommend and design a retirement plan that makes sense for you, the owners and
your employees.
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Financial Statement Preparation
Our aim is to prepare financial statements
that are useful for you as a business owner. We will work with you
to understand and utilize your financial information as a tool to
building a more profitable business.
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Other Business Consultation
We
will work with your accounting staff to insure that your internal accounting
system provide you with reports that make sense to you and assists you in your
business decisions.
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Fixed Price Agreements
We believe that our clients should never be
surprised by a bill from our office. In that spirit, we will prepare a fixed
price agreement (FPA) with all of our business clients. The agreement will set
forth the price you will pay for scheduled services for a one year period, and will be
reviewed and agreed upon again each year. The focus for our firm is
providing relevant advise. Here is how we build a foundation for the
advice:
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We work with you on your accounting
system to insure that it provides you with meaningful reports of
your current operations
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We keep you in compliance with tax
reporting (filing income tax returns, payroll returns, 1099 forms
etc.)
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We prepare tax projections and from
them offer tax strategies for the business and the shareholders
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We provide industry comparisons for
your size business to help you determine the areas that need your
attention
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We bring other professionals to the
table to provide you guidance on retirement plans, investments,
business succession planning, estate planning, corporate contracts,
and human resources
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