December 02
New 1099 Filing Instructions
For the first time ever the IRS is going to be asking you if you filed all your 1099s this year. Are you prepared to answer that question? Learn more by watching this video.
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November 11
Cost Segregation For Real Estate
Looking for a new way to save tax? Learn how to accelerate the tax depreciation of your building by using Cost Segregation techniques. This is one of our favorite tax planning tips.
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July 14
Employee vs Independent Contractor
What are the rules that determine if a worker should be treated as an employee or independent contractor? Listen to Brad explain here. The IRS is increasing scrutiny on this issue.
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June 08
Paying Your Children
Paying your children can be a great way to save tax! You want to make sure that you are structured correctly and paying them in the most tax efficient way. Learn how by watching this short video clip.
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Are you tired of dealing with your reactive accountant? Let us help you be proactive by controlling the numbers before year-end instead of simply filling out your tax forms three months after the year has ended. Look...paying tax is important, but let's not give Uncle Sam a bonus!
Read MoreProactive Income Tax ServicesCan't justify a full-time CFO, but still need that expertise? Not sure if your in-house accountants are efficient? Use our expertise to help you make those critical financial decisions for your business. As your trusted financial advisor we can serve as your CFO and not have to be on your payroll. More business owners are realizing the benefits of outsourcing their CFO responsibilities. We help thousands of businesses make everyday financial decisions. Let us help yours.
Read MoreCFO Outsourced SolutionsAre you too busy to do the busy work? Is your time better spent focusing on what your most valuable activities? We can take care of your books from start to finish including payroll, setting up your accounting systems, handling your A/R and A/P, and more. Maybe you just need our help recording your bank transactions after-the-fact. No matter what your needs are we can find a solution that fits.
Read MoreBookkeeping and Payroll ServicesIs your bank requiring audited or reviewed financials? Do you want to give your investors confidence in your books? Our team of audit experts can consult with you to determine what level of financial statement you need and get the work done in a timely manner.
Read MoreFinancial Statements Audits and ReviewsWhat type of business entity should you create? Have you used your financial budget to create sales goals? How does your business financially compare to your competitors? Are your profit margins large enough? We can help answer these questions and more.
Read MoreBusiness ConsultingDo you really want to wait for 39 years to realize the tax benefits of purchasing your building? Cost segregation is a method of accelerating the depreciation on your real estate that will save you tax today instead of waiting for 39 years.
Read MoreCost SegregationHave you had a family member or friend die and leave their estate in disarray? Do you have wills and trusts to help organize your estate transfer? Protect your assets and your family by planning now. Doing so can save your heirs a lot of time and money later.
Read MoreEstate & Succession Planning What is the value of your business? Are your books in good condition to attract a potential buyer? Do you plan on gifting a portion of it to your children? Most business owners single largest asset is their business and it can be difficult to value. When you are ready to sell or gift, rely on our expertise to put a fair value on your business and negotiate the transaction.
Read MoreBusiness ValuationsAre you counting on social security to pay for your retirement? We hope not. With the increasing likelihood of changes to social security, you would be wise to create and save in your own retirement account. We feel it’s our responsibility to work with your financial advisor to educate you about the various types of retirement planning strategies available.
Read MoreRetirement Plan Design & Administration
