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