Tax Preparation

Schedule a Free Review of last years tax return

Business Tax Preparation is the most valuable service we offer.

Working with business owners and high-net worth individuals, we have compiled a comprehensive list of sophisticated tax preparation strategies.  Though keeping this knowledge to ourselves doesn't help our clients.  As a proactive-practice, we reach out to our business clients each october to get the conversation started.  Our Business Tax Preparation includes:

  • Reviewing your prior year tax return and any carry-forwards that exist
  • Reviewing your YTD Profit & Loss Reports & Balance Sheet
  • Working with you to forecast the remaining month's profitability
  • Identifying opportunities for tax savings in the current year
  • Crunching the numbers and estimating your tax liability for the upcoming April
  • identifying opportunities for structuring in order to lower your future year's tax liability
  • Review other long-term aspects relating to your retirement, asset protection, education planning, liability coverage and more...

Remember "Failing to Planning to Fail"