Small Businesses

The biggest mistake small businesses make is paying too much in taxes.   Owning your own business gives you the best tax deductions available. We believe the intent of business tax loopholes is to encourage economic growth in our country, dangling the promise of saving money like a carrot in front of entrepreneurs.

I find that most small businesses utilize only 10% of the deductions that are legally available to them. The reason why this happens is that most business owners are too busy getting their business up and running and only think of their taxes when they are due. What is wrong with this approach – at that point it's too late. That is why you need a CPA that takes a proactive approach to finding and implementing advanced tax strategies to save money on your taxes.

Our firm will help find those hidden deductions you didn't know you had.  We will take the time to gain in-depth knowledge about the business and recommend solutions that best fit your company.  We will also help implement the strategies we recommend and make complicated tax matters easy to understand. Money and taxes don't have to be scary if you know the rules. We know the rules and how to use them to our client's advantage.

Real Estate Investors

Real estate investing is a great way to build wealth.  You receive income, appreciation, tax advantages and leverage all in one investment. Our strategy sessions will help you maximize the tax benefits and loopholes relating to real estate. A number of people buy real estate and then realize they can't take the deductions because they are over the income limits.  Our firm will work with you every step of the way from acquiring property, entity structuring, cash flow analysis and budgeting and calculation of tax savings.

Tax Consulting

Once a strategy is designed for your business or real estate needs we will constantly work with you to help you implement these strategies. Our goal is to simplify the tax strategies so business owners or real estate investors can understand the immediate benefit to the bottom line. We understand your situation might be constantly changing and we will take a proactive approach to understanding your business as it changes.  We will consult with you throughout the year to make sure your end goals are still met. 

Tax Return Preparation

Most accounting firms receive information from the client once a year and then put together a tax return. At our firm we feel the tax return is the final step after all the planning takes place. This is the place where we can see the end result of all the money we saved by implementing the advanced tax strategies.

Business Consulting

Entity Setup

Selecting an entity for your business can save you a lot of money or lose you a lot of money. We will assist you in evaluating the right entity for your business and give you the advantages and disadvantages. We will take it one step further by setting up the entity for your company with all the required paperwork.

Monthly Monitoring Services

Our monitoring services are our way of ensuring the progress and success of the initial tax strategy. We want to make sure you are on track by analyzing your bookkeeping and reviewing your tax situation so there are no surprises at the end of the year. We will also discuss new opportunities and present our findings.