While we provide accurate, top-notch tax filing services, we know that money spent is a cost. We also know that keeping costs low is key to staying profitable.
But what about an investment in your business? Our business and tax advisory services are just that… an investment that allows your small business to grow and flourish, reaping a reward year after year after paying a small price up front.
Our advisory services historically pay for itself in a very limited timeframe. We help our clients. We do not inflate billables or timesheets to boost billing. That goes against our core purpose as a business. Our philosophy － if its not profitable to you then its not profitable to us!
The only requirement is that we also prepare tax returns. We use these returns when we provide business advisory services.
Why? While our strategies aren’t always complex, they save you time and help prevent major errors later. This is especially true when another tax preparer uses them in your business tax filings.
Our top three tax minimization strategies for small business owners. Our clients save $10,000+ annually by utilizing these strategies:
Augusta Rule Tax Planning: If you own your home and use your home for work then you could be missing out on the rent deduction for that space. We’re willing to set up and automate this strategy so the tax savings roll in year after year.
Pass-Through Entity Tax (PTET) Planning: The Tax Cuts and Jobs Act (TCJA) of 2017 created many short-term ways. These ways can help you maximize federal tax deductions through your state business filings. Most states now let you pay this tax at the corporate level.We’ll guide you step by step.We can even make the payment for you.
Small Business Family Payroll Strategies: Put your kids on your payroll using our plan so they won’t pay income tax.Did you know you can set up a Roth IRA for your kids at a young age? Start here.
If you are thinking about our monthly or quarterly bookkeeping services, you may also want our advisory services.The same is true if you use our tax preparation services
We perform the following advisory plans on an ad-hoc basis, but if you need them please reach out and we will discuss scheduling and getting you set-up:
While we provide accurate, top-notch tax filing services, we know that money spent is a cost. We also know that keeping costs low is key to staying profitable.
But what about an investment in your business? Our business and tax advisory services are just that… an investment that allows your small business to grow and flourish, reaping a reward year after year after paying a small price up front.
Our advisory services historically pay for itself in a very limited timeframe. We help our clients. We do not inflate billables or timesheets to boost billing. That goes against our core purpose as a business. Our philosophy － if its not profitable to you then its not profitable to us!
The only requirement is that we also prepare tax returns. We use these returns when we provide business advisory services. Why? While our strategies aren’t always complex, they save you time and help prevent major errors later. This is especially true when another tax preparer uses them in your business tax filings.
See below for some of the advisory services we provide tax clients…
Ongoing Tax Minimization Strategies
Our top three tax minimization strategies for small business owners. Saving clients $10,000+ a year, every year, by utilizing these strategies.
Augusta Rule Tax Planning: If you own your home and use your home for work then you could be missing out on the rent deduction for that space. We’re willing to set up and automate this strategy so the tax savings roll in year after year.
Pass-Through Entity Tax (PTET) Planning: The Tax Cuts and Jobs Act (TCJA) of 2017 created many short-term ways. These ways can help you maximize federal tax deductions through your state business filings. Most states now allow you to pay this tax at the corporate level; we’ll walk you through step-by-step and even make the payment on your behalf.
**Small Business [Family Payroll](//about:blank/1) Strategies**: Put your kids on your payroll. We’ll build a plan so they won’t pay income tax.
Did you know you can set up a Roth IRA for your kids at a young age? Start here!
If you are thinking about our monthly or quarterly bookkeeping services, you may also want our advisory services.The same is true if you use our tax preparation services
We perform the following advisory plans on an ad-hoc basis, but if you need them please reach out and we will discuss scheduling and getting you set-up: