Servicing the Full Picture
When we are engaged in full services, we are available to support you in many ways.
Hover over the components to learn more about what we can do!
Example of Topics:
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Build for selling the business
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Add value that demands highest price in the marketplace
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Drive value that improves long-term results
Value Strategy
Regular maintenance of your bookkeeping provides a clear image of your activity for not only your needs but your tax team's. In addition to the monthly reports, this data feeds into your custom dashboard.
Bookkeeping
Advisory Meetings are the dedicated time that you and your Tax Advisor use to plan for the future, protect your present, and close out your past. We recommend two-four meetings per year for proactive work. Of course, meetings are available any time an issue arises.
Advisory Meetings
Examples of Topics:
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Planning maximum deductions
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Using the best structure for entities
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Timing events for lower tax
Tax Strategy
Examples of Topics:
When to hire vs. contract
Increasing EE retention
Retirement plan tax impacts
Health and other benefits
Benefit Planning
Example of Topics:
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Know what you need to meet retirement goals
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Drive long-term goals through consistent actions
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Employ tax-free growth strategies
Wealth Building
Examples of Topics:
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Managing filing deadlines
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Managing payment deadlines; utilizing safe harbor requirements when appropriate
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Filing extensions timely
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Easy-to-use portal for receiving and approving tax returns​
Tax Compliance
Areas of Service
Advisory Services
We provide future-looking tools to equip you with the metrics you need to run your business tranquilly. ​​
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​Custom Dashboards
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Advisory Meetings
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Tax Projections
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Goal Monitoring ​
Bookkeeping Services
Our team keeps your records in order and customizes your reports. As we deepen our relationship, your bookkeeper learns your preferences and provides best practice recommendations.
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Transaction Categorization
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Reconciliations
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Monthly Reports
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Process Improvement
Value Strategy
Whether you are looking to sell your business in two years or twenty, we supply you with the reports and support to elevate your negotiations.
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Seller's Discretionary Cash Flow
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Valuation Report (various levels of reports)
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Review Meeting​
Tax Filing Services
We look to apply all the deductions we can to leverage your tax situation while remaining compliant with the IRS.
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​Business owner tax deductions
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Rental properties
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Stock options ​
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K1 investments
