Tel: 123.456.7890
TAX ADVISORY AND BUSINESS CONSULTING
FOR INDIVIDUALS* SMALL BUSINESSES* CORPORATIONS
Our mission is to add value to your business and contribute to your success. Our Certified Accountants are experts in providing cutting edge tax advice for personal, small business and corporate clients.
A Certified
Tax Expert
Our staff has annual continuing education each year that requires certification from the IRS and the Franchise Tax Board to be CTEC and ASFP approved. The continuing education requires 60 hours of federal tax law and 20 hours of state tax law. We have over 25 years of continuing education of Federal and State tax laws.
WE OFFER
Business
Consultation
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Tax
Planning
Tax Planning includes a tax strategy that reviews your last 3 years tax returns to see if there were any potential deductions that were not captured. Along with looking back, we look ahead for 2 years to see if your W2 exemptions are properly allocated so there that tax liability will be accounted for. For 1099 earners, we plan for quarterly tax payments to the IRS and State for the following year to not have a lump sum due at year end.