US Income Tax Assistance and Tax Planning:

• Tax preparation: federal, and all states and localities
• Income projections under multiple scenarios for tax planning
• Identification and deduction of all costs and applicable tax credits
• ROTH IRA conversion planning
• Entity planning and selection (choice of Corporation versus S-Corporation, LLC or association)
• Mergers and Acquisitions support
• Succession Planning
• Cryptocurrency tax reporting and tax planning advice

Budgeting:

• Budget v. actual v. forecast analysis
• Personal or Business
  • Cash flow planning
  • Examples: college savings, gifting, taxes, retirement, etc.
• Retirement planning, short- and long-term projections for income and tax impact to assist you in deferral/investment decisions
• For business growth or contraction
• Increased or reduced staffing and resultant payroll tax/benefits
• New business planning, such as break-even analysis

Payroll services:

• Preparation, payment and filing with all taxing authorities
• Electronic payments to your employees

Bookkeeping – a compilation of business transactions:

• Automate your transactions to:
  • reduce errors
  • include standard monthly entries
• Bank and credit card integration, if desired
• Establish dashboard reporting for management analysis
• Complex transaction recording
• Train you or your staff in the use of the system as required

Assistance with Federal, State and Local tax authorities:

• Answer questions
• Resolve issues
• Support inquiries and audits

Special Projects, such as:

• General Business and Board Advisory Services – we will answer your accounting and tax-related business management questions and/or lend our advice during your board meetings
• Cost Segregation Analysis: obtain maximum depreciation deductions in the early years of service for your new or recently purchased building
• Tracking of costs/projects for maximum application towards tax credits
• Purchase versus Lease analysis, autos or equipment
• Determine most beneficial financing packages
• Analysis of Insurance needs/coverage/cost
• Married versus Separate personal filing status