Tax Strategy & Planning to Maximize Your Owner Compensation
Proactive tax-saving strategies and trusted guidance for established business owners.
​
Get a trusted advisor who will personally guide you to make smarter financial decisions and grow more profitably.​
-
Tired of not getting advice from your accountant to minimize your tax bill?
-
Tired of not knowing your numbers and blindly running your business? ​
-
Tired of not knowing if you are making the correct financial decision for your business? ​
-
Sick of not getting a fast and clear response from your accountant?
-
Do you wonder if you’re paying more in taxes than necessary?
You deserve to work with someone who will be proactive, honest, and guide you in every step of your financial journey.
-
Know in advance what you will tentatively owe in tax, and get proactive advice to minimize it.
-
Know exactly what your numbers are saying so that you can run your business with confidence. ​
-
Get trusted guidance to always know what to do in your financial decisions and grow a successful business. ​
-
Always get a fast response and clear communication no matter what.
-
Get peace of mind to always be in compliance with the IRS while minimizing taxes.
Services
Tax Consulting
For any question about taxes or your business finances.
Tax Planning
Personalized plan to achieve tax optimization and what is best for your business.
Tax Forecast
To advise your business how to save the most possible in taxes.
Tax Optimization
To achieve the best results for you and your business with the lowest tax possible. Optimize taxes and reach your goals for a business loan and/or mortgage.
Financial Analysis (Cost, Budget, Forecast)
Know exactly where the money is going to, and get advise on how to adjust to achieve your business’ goals.
Individual and Business Tax Preparation
1040, 1065, 1120, 1120S, 1041, 990.
Bookkeeping and Payroll Services
All your Bookkeeping and Payroll needs.
Company Formation
To create a new company and advise on the best business structure.