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Business Services
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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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