Do your books match your tax return?
If your books don’t match your tax return, you need to ask yourself,
“Am I giving my CPA accurate information or is my CPA giving me adequate feed back?“
Many business owners we meet with initially have minimal or no confidence in their books or bookkeeping processes.
We work with secretaries, personal assistants, other bookkeepers, etc. and the business owner, to make sure management has the most up to date and accurate bookkeeping and tax information.
This process increases the value of time spent developing good books and working with your CPA to make good business decisions. If your books don’t match your tax return, you need to ask yourself if the money spent on CPA services is being fully utilized.
Bookkeeping
We can do the bookkeeping for you or we can train you and/or your staff to accurately track your company’s financial situation. We have developed procedures to help big and small business owners regain control and understanding of the company finances. Management needs to have accurate information at their fingertips in order to run an effective and efficient company. Let us help you set up those procedures.
Tax Return Preparation
With years of CPA experience and a former tax auditor as our managing partner we have the tools necessary to navigate the challenging tax code and ensure you are able to get the most ‘bang for your buck’. No one is looking for a CPA who will help them cheat the government (at least we hope), but why not have a CPA that is willing to look at reasonably aggressive strategies to minimize your tax liability. Many times we hear “I’m willing to pay my fair share, but I don’t want to pay more than I have to”; let us review your situation to see if we can help you minimize your tax liability and plan for the future.
Consulting
With experience in public accounting, bookkeeping, taxes, insurance and securities, we offer a variety of insight into the challenges business owners face. Occasionally clients just want a quick phone call to discuss a situation, other times clients need in depth planning and strategizing, let us help you. We have also developed strategic partnerships with other financial organizations to help our clients understand different strategies in all aspects of their company.
IRS Resolution
Sadly many of our new clients come to us after the damage is done, we have found quite a few of our new clients through the misfortune of a State/IRS review or audit. The actions (or inaction) of the client, a previous Tax Preparer, Enrolled Agent, or CPA have in some way garnered the attention of a government agency. As our managing partner himself being a former government tax auditor our team can help you navigate the process. With our representation we will help you resolve any correspondence you have received regarding your taxes.
Payroll
We offer a variety of solutions to manage your payroll filings. We provide payroll ‘in house’ for smaller clients with a few employees and clients with an SCorp that just needs to comply with the IRS’ ‘reasonable wage’ standard.
For those businesses with more than a few employees we have developed strategic partnerships with local and national payroll experts. This is done to make sure all HR and regulatory requirements are being met by our business clients beyond that of just normal payroll. In many cases we have been able to negotiate reduced pricing for our clients.
Some may think the HR rules won’t apply to them or they are too small for the government to care; but the liabilities for the mismanagement or negligence of an employee can ruin the livelihood of a business owner in no time.