Businesses
I’ve been blessed to be able to say that I’ve received an incredibly well-rounded experience when it comes to business tax returns over the years. I’ve worked on returns from hundreds of different industries. Many firms treat pass-through entities as stand-alone projects. I believe that those returns should take into consideration the impact on the individual level as well. Many times, business owners don’t understand the connection between them and that’s where my expertise comes in. I’ll make sure your business return is prepared with your individual return in mind to maximize your tax savings. I also serve Alternative Investment clients such as Hedge Funds, QOFs and Venture Capital funds.
Services:
Partnership (1065) prep
S-Corp (1120-S) prep
Corporation (1120) prep
State and Local Tax Filings
Composite and non-resident withholdings
A.I. Fund monthly/quarterly/yearly reports and tax return prep
Payroll Return Filing
Business Consulting
Are you trying to start your own business and need help deciding on an entity structure? Or maybe you own a business and you’re thinking of bringing on a partner and don’t understand how to structure the agreement or record the buy-in on your books? I’m here to help! For years, I’ve assisted small businesses with their consulting needs. Particularly now with the CARES Act giving rise to PPP loans and the ERTC, there are a lot of complexities to consider and tax ramifications on both the federal and state levels. Engaging me in business consulting services will undoubtedly unburden you from the headache which is the ever-changing legislative landscape.
Services:
Outsourced CFO
Profitability Analysis
Cash Flow Analysis
Salary Optimization
Accountable Plan Setup & Calculation
Tax Projections
R&D Tax Credit Evaluation
M&A Consulting both Buyer & Seller Side
Business Valuation and Due Diligence
AP/AR Assistance