Proactive Planning

#1 Mistake – Failing to Plan

“There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn’t prevent that”.
William H Rehnquist
Former Associate Justice of the Supreme Court of the United States

Planning is the key to successfully and legally reducing your tax liability. If you are looking for a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes – you found it!

We go beyond just tax compliance.We proactively recommend tax saving strategies to maximize your after-tax income.

Services for Individual

• Tax Services Individuals
  Did you know that millions of Americans who file their own tax returns pay the wrong amount? Just ask Treasury Secretary Tim Geithner, who missed $14,847 in self-employment tax using TurboTax to file his own return! H&R Block claims Americans overpaid by over $1 billion in taxes every year!

  It is just too easy to overlook deductions and credits to which you are entitled. There’s no substitute for the assistance of an experienced tax professional.

• Retirement Planning
  How much income do you need to maintain your current lifestyle in retirement?

  What mistakes people do?

  The general rule of thumb is to figure that you will need approximately 80% of your current annual income in retirement.

Business Services

• Business Income Tax Preparation
  Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor, a properly prepared and thoroughly checked tax return will be filed to minimize the tax owed. We know what to look for and we can pass this knowledge to you.
• Small Business Accounting
  We take care of your books for you, so you can get back to the job of running your business. As a small business owner, you have more important things to do than to keep your own books.
• Financial Statements
  Understanding financial statements is essential to the success of a small business. They can be used as a roadmap to steer you in the right direction and help you avoid costly breakdowns. Financial statements have a value that goes far beyond preparing tax returns or applying for loans.

  Each month or quarter we’ll do the following things for you…

  Quickbooks or other accounting software data entry

  Reconcile your bank account

  Generate an income statement

  Generate a balance sheet

  Clean up your general ledger and maintain it

  You will receive complete Financial Statements

  Provide regular consultations

• Other Business Taxes
  Payroll Taxes
  Sales Taxes
  City business licenses
  Unsecured property tax (Form 571-L)
• Succession Planning
  “What happens to the business when you’re no longer running it?”

  “Will you have enough money to retire?”