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Tax Services
Accounting Services
Business Services
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Tax Preparation
Add some additional details for Tax Preparation
What Type of Tax Preparation Are You Looking For?
Tax Advisory
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Would you like us to perform a Strategic Tax Assessment?
Tax Planning Selections
S-Corp Election
An S-Corp election is a tax designation that allows a corporation or LLC to pass corporate income, losses, deductions, and credits through to shareholders for federal tax purposes. This avoids double taxation and can reduce self-employment taxes for owners.
Reasonable Compensation
The IRS requires S-Corp shareholder-employees to pay themselves a "reasonable" salary for the work they perform before taking distributions. This salary must be comparable to what others would earn for similar work to avoid IRS scrutiny.
Home-Office Deduction
Quarterly Estimated Payments
These are tax payments made four times a year to cover income not subject to withholding, such as self-employment income, interest, dividends, or capital gains. business owners often need to make these to avoid penalties.
Augusta Rules
Also known as the "14-day rule," this allows homeowners to rent out their home for up to 14 days per year without reporting the rental income. Businesses can rent a shareholder's home for meetings or events, and the shareholder can receive tax-free income if structured properly.
Cost Segregation
A tax strategy that accelerates depreciation deductions by identifying and reclassifying personal property assets within a commercial or rental real estate property. This can significantly reduce taxable income in the early years of ownership.
Accountability Plan
An IRS-compliant reimbursement arrangement that allows businesses to reimburse employees (including shareholder-employees) for business expenses without treating the reimbursement as taxable income. Proper documentation is required.
Oil and Gas Investment
Investing in oil and gas can offer significant tax advantages, such as deductions for intangible drilling costs (IDCs), depletion allowances, and potential passive income. However, these investments carry high risk and complexity.
Captive Insurance
A strategy where a business creates its own insurance company to insure its risks. This can provide risk management benefits and potential tax advantages, but it must meet strict IRS guidelines to avoid being considered abusive.
Stock-based compensation structuring
This involves designing equity compensation plans (like stock options or RSUs) to attract and retain talent while optimizing tax treatment for both the company and the employee. Proper structuring can defer taxes and align incentives.
Add some additional details for Bookkeeping
Bookkeeping
Would you like us to perform a bookkeeping assessment?
Annual Revenue
Basis of accounting
How often do you need your books updated?
How many connected accounts (banks, credit cards etc) do you have/use?
Outsourced Accounting
Would you like us to perform an outsourced accounting assessment?
Payroll
Number of employees
Bill Pay
Average number of invoices or bills each month
Invoicing
Sales Tax
Inventory Tracking
Do you have any systems you need integrated with your bookkeeping software? (e.g. Square, Stripe, Shopify)
Fractional CFO
Add some additional details for Fractional CFO Services
Would you like us to perform a Fractional CFO assessment?
Which Fractional CFO services are you interested in?
Budget Creation & Analysis
Create a customized budget plan based on your goals and financial data. Our team analyzes your financial performance, sets realistic targets, and provides recommendations to improve results. We monitor progress, make adjustments as needed, and work to achieve budget goals.
Cash flow forecasting
Prepare a cash flow forecast to provide insights into your cash inflows and outflows. Our team analyzes your financial data, identifies trends and potential gaps, and provides recommendations for improved cash flow management. We monitor progress, analyze results, and make adjustments as needed to help you achieve your cash flow goals.
Financial Modeling
Build customized models to analyze revenue projections, cost structures, cash flow, and investment opportunities.. We incorporate industry best practices, scenario analysis, and risk assessment to ensure accuracy and reliability. With our financial modeling services, you gain a powerful tool to make informed decisions, secure funding, and drive sustainable success.
Internal Controls Design & ImplementationReview and improve your accounting practices with effective internal controls for accuracy, completeness, and security of financial information. Our team implements controls for Cash, Accounts Receivable, Accounts Payable, Payroll, and more.
Review and improve your accounting practices with effective internal controls for accuracy, completeness, and security of financial information. Our team implements controls for Cash, Accounts Receivable, Accounts Payable, Payroll, and more.
KPI Development & Reporting
Identify and track key performance indicators critical to your business success. We establish appropriate KPIs, develop tracking systems, and provide regular reports with insights and recommendations for improvement. This service includes access to a company reporting dashboard with analytics of financial information.
Monthly Flux AnalysisProvide a detailed analysis of your monthly financial statements, identifying significant changes in key financial metrics. We provide valuable insights, highlight key trends, and provide guidance to improve your financial performance based on the analysis.
Provide a detailed analysis of your monthly financial statements, identifying significant changes in key financial metrics. We provide valuable insights, highlight key trends, and provide guidance to improve your financial performance based on the analysis.
Accounting Operations Consulting
Provide expert guidance on improving workflows, optimizing accounting systems, and implementing best practices for financial reporting and controls. We assist with process automation, software integration, and team training to reduce errors and improve decision-making.
Technology Advisory
Provide guidance on selecting, implementing, and optimizing accounting technology solutions. We assess your current solutions, recommend best-in-class options aligned with your goals, and help implement and optimize them. We provide ongoing support and training to ensure maximum value to your business.
Strategic Advisory Meetings
Provide tailored guidance on areas such as risk management, mergers and acquisitions, and growth strategies. We work closely with leadership to analyze data, identify opportunities, and develop actionable plans that align with your business objectives. Whether optimizing cash flow, securing funding, or preparing for market changes, our strategic insights enable confident, informed decision-making.
Business Valuation
I'm curious what my business is worth
getting a handle on your business value BEFORE an event occurs is a great way to plan, make changes, and set goals. Sometimes, it just nice to know the value of what you have built.
I'm thinking of selling my business in 1 to 5 years
I want to buy out my partner
I want to sell in 12 months or less
I want to gift my business to a coworker, employee or family member
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Estimated Starting Price
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