707-588-0914

September 23, 2019

Advisory, Tax & Accounting

Tax
Advisory Services

Advisory Services

Our Business Advisory program is a custom plan designed for you and your business.  It provides one on one coaching to help ensure you have the right solutions in place for your business.

We evaluate the tax efficiency of your current business model, and help you determine the tax efficient tools and solutions you will benefit from.  We provide a formalized "game plan" for you to follow.

We help you through each step of your game plan and be certain you know what is needed for execution.  And achieve the best possible outcome for you and your business.

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Tax
Tax Planning and Tax Preparation

Tax Planning and Tax Preparation

Everyone wants to pay less in taxes - or at least only their "fair share."  To get to that amount, proper tax planning is a necessity.  Using our tax planning program, paired with our Business Advisory program, we can be sure our clients will be on their way to tax efficiency,

Tax planning and tax preparation services for small business and individual clients is a core competency of our company.  Our tax preparation process directly syncs with our tax planning engagements.  We prepare all types of returns for S-Corporations, C-Corporations, Limited Liability Company, Partnership, Individual tax returns, and more. 

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Tax
Accounting Services

Accounting Services

Timely, efficient accounting and bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a monthly, quarterly, and/or annual basis. Budgeting and forecasting support are also available. We maintain a close and constructive relationship with you and are responsive to your needs.

 

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Higher Profits • Less Taxes • More Business Growth

This new and exciting Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.

Explore our Online Office

There are many different ways to use the services here. You can:

  • Learn about the services we offer.
  • Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
  • Stay Alert to tax and accounting news by reviewing the client newsletter.
  • Link to a variety of other helpful sites listed under Links.
  • Review Tax and Financial Topics of Interest in the Additional Pages section of our site.
  • Web Portals provide secure access any time to your information.

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Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. This web site is meant to be an extension of services provided to you.


Visit often as additional news and helpful information will be continually added in an effort to serve you better.

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