Effective tax planning can literally save thousands of dollars.  What is the structure of your business entity?  What valuation method do you use for inventory? Are your small business and personal tax plans aligned?  Our initial conversations with new clients typically result in big tax savings. Let’s see how we can help your business.

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Tax Planning for Small Businesses and Owners

Business Entity Structure

Is your business a C-corp, S-corp, LLC, Partnership, or Sole Proprietorship?  Whether you’ve been in business for years or just looking to get started, this can make a big impact on taxes small businesses pay.

Capital Investments

Managing and timing your capital expenditures can improve your tax burden and also help with cash flow.

Inventory Valuation

If your business has inventory, you likely already know about different methods of inventory valuation.  But do you know that the method used, can add or decrease the taxes your business pays?  This is often an area we explore as part of our tax planning process.

Business and Owner's

Assets and the financial position of small business owners is often very intertwined with the business itself.  An effective small business tax plan keep both the business AND the business owners top of mind.

Estate Planning

Successful small business owners need an Estate Plan to ensure their wealth and assets are handled as intended.  Similar to Tax Planning, Estate Planning for small business owners should not be don’t in a vacuum.  The equity and operation of the business must also be considered.

Tax Problem Resolution

IRS problems. Payroll Tax issues. IRS offers in compromise. IRS representation.

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Consulting Services

Budgeting & Cashflow. Audits & Reviews. Business Startup. Mergers & Acquisitions.

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