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Step 01
Select at least one service to begin. Note that the pricing displayed here is an estimate. We'll provide a formal quote once you meet with your CPA.
Step 02
What Type of Tax Preparation Are You Looking For?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
Number of employees
Average number of invoices or bills each month
Which Fractional CFO services are you interested in?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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