Additional Services

About Us    Why a CPA

Other Services We Provide In addition to Business Tax Services:

Keeping You Focused

We know your highest priority is running your business. In addition to monthly advise, we help business owners with a variety of issues. These are examples of other services we can provide on a project basis.

Financial Projections

How realistic are your projections? How much money do businesses in my field set aside for publicity? Run your numbers by us.

First Time Quickbooks Setup

Create an effective structure for your business under the advise of a CPA. Categorize your information to track emerging trends, facilitate data entry, and track expenses for optimal tax benefits.

Tax Planning

Perform a review of your finances and tax projections for the year.

New Business Reality Check

New business sometimes need a helping hand planning their finances before they get off the ground. We can provide guidance and reality checks to assist in the new enterprise.

Acquiring An Existing Business

What is the best method to declare the value of the existing inventory in the business? Do I keep the same company name or start with a new one? We can help you answer these questions.

Answers to questions such as:

I am self-employed. How much money should I be set aside for tax purposes?
Do I bring my spouse as a partner in the business or make her/him an employee?
Should I pay myself a salary or take disbursements from the company account?

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