Tax is one of your largest expense categories and needs focused attention to minimize the tax. You are faced with income tax, capital gains tax, social security tax, Medicare tax, net investment income tax, alternative minimum tax, excise tax, penalty tax and a host of other taxes. The list of types of tax is long and does not seem to stop. Some of these taxes are elective taxes. Would you pay any tax if you knew you had the choice to reposition your way of doing business to eliminate or greatly minimize the tax? That is the reason you cannot afford to skip tax planning. We review your unique situation. Many tax saving opportunities are obvious to a seasoned tax professional. Other tax loopholes seem like buried secrets that only the privileged few finds. With over 40 years of seasoned tax experience, you can have confidence that even the little known tax secrets will be uncovered and applied to your unique situation to greatly reduce your tax burden.

Who should you trust to prepare your taxes? Should you trust yourself? Should you trust free tax software? Should you trust other software where you do your own input? There is good software available, but without an experienced and knowledgeable tax professional, can you really be sure you paid the lowest tax possible? Our firm has prepared tens of thousands of tax returns of all kinds, and we know how to make sure your return is prepared with deep thought and precision.

What should you do if you haven’t filed a tax return? What should you do if you are assessed a huge penalty? What if you can’t pay the tax? You might receive a notice of tax due, or a proposal to increase the tax, or a notice of deficiency, or a substitute for return filed by the IRS that does not properly reflect your true income. Do you know what to do? Do you know your options?
What if you get an audit notice? No one likes to be audited! It is always super stressful. It is inconvenient and costly. An IRS audit often involves multiple years and if you operate one or more businesses, the auditor often moves to include all of them simultaneously! We have broad experience helping navigate all these IRS issues and have helped many clients successfully resolve them. We have always been tenacious and have taken many cases all the way to IRS appeals to settle and have achieved the results needed.

Businesses need to know where they are going and where they have been. Bookkeeping is at the heart of this. There is a saying that says, “if you know where you are going you will likely get there and if you don’t know where you have been or where you are going, you will get nowhere.” Your books help you minimize your taxes, obtain loans and funding when you need them, help you see where your business could be improved, help you plan for growth and many other things. Financial statements are powerful and super meaningful when done properly with a professional CPA guiding the process. We help define a bookkeeping process unique to your situation and know how to make the process easy and predictable.

As a business owner, have you ever wished you did not have to handle the business all by yourself and that you could hire a Chief Financial Officer to help with questions like:
 - Should we raise capital?

 - Should we borrow or obtain investors?

 - What type of loan should we seek?

 - Are we carrying too much inventory?

 - Is our debt-to-equity ratio appropriate?

 - Should we lease or buy our equipment?

 - Which division brings us the best return on capital?

 - What is our revenue target?

 - And many other questions like the above.
We offer a structured CFO Service to give you access to expert guidance to help you manage and profitably grow your business.