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Financial Consultation



Many things in life that you do have tax consequences. For instance, accepting a job that offers a 401k Plan, insurance benefits, other benefits pertaining to insurance, or other benefits can result in a higher tax bill, if not structured correctly.

Further, if you have decided to start a side business, whether by yourself, or with a partner, there are several tax factors that you may need to consider. For example, would it be appropriate to form an entity like a corporation, limited liability company (LLC), or another entity to protect yourself legally and minimize your tax exposure?

Meeting a tax preparer once a year is not enough. To improve your small business – and receive more than numbers on a form – you need a tax consultant to help you understand how the business decisions you make impact your tax liability. We get to know you over several one-on-one discussions – because it takes a thorough understanding of your business to minimize your tax exposure and eliminate surprises.


tax consulting

It’s understandable if you are tired of your current small business accountant; your success is not just about working with a team that prepares thousands of tax returns each year. It’s also about having the backing of a seasoned professional with a career-long emphasis on supporting small business owners and navigating their unique tax complexities.

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How Will Tax Consulting Help Me?


Consulting Support For All Your Tax Needs

Tax support isn’t completely impactful unless it covers the wide range of areas within tax management. Below are the staples of our small business tax consulting services:

Business And Personal Income Tax

The best decisions for your business with all of the relevant facts and considerations that should influence your judgment. With an experienced tax consultant, you ensure that you ask important questions you may not have thought to ask otherwise, from when to make purchases and how to structure them to how you value your inventory.

Payroll Tax

Ensure that you know all of your requirements, and help you obtain the information you need to complete your payroll tax forms and have access to all the necessary documentation. Most importantly, protect your bottom line by understanding how compensating yourself and employees impacts your payroll tax, from strict payroll to healthcare benefits.

Sales Tax

From sales and use tax to meals tax and more, learn to ensure accurate payment to your state and local governments by understanding how to collect the right amount from your customers. When changes take place, a tax consultant helps facilitate any necessary changes to comply with new requirements, including unique government processes.

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