IRC Structured Benefits
The tax code contains a myriad of strategies to tax advantage medical expenses for small business owners and their employees however, the code’s overlap with labor regulations can make for some traps for small businesses as well. We can help provide clarity and direction. Visit our plan document site for additional information or simply schedule some time to chat with us about your situation. Visit our plan document site for additional information or schedule a consultation with George:
Tax Return Preparation
Because there is a common disconnect between the services provided by your bookkeeper and the services provided by your tax preparer, we deliver the best results to clients that work with our business services during the year. If you are coming to us for the first time during return season, we will urge you to consider our business services package which tax preparation, tax planning, IRS audit representation and many more invaluable services. When we provide day-to-day accounting, payroll and tax planning support for our clients, preparing tax returns is simply the final step in closing the books for the year. This ensures that our clients are receiving the most effective business and tax service possible.
Late Tax Returns
We specialize in late returns. There is a natural tendency to procrastinate filing late once the deadline in missed. That is a mistake, so many times an IRS representation or resolution case could have been handled as a tax preparation case by preparing and submitting a return late. If you have missed a filing deadline, whether you owe, you’re owed or you don’t know, schedule a call with us and let’s get the ball rolling before you get a letter from the service.
Business Service Packages
We provide custom service packages to fit your small business’s needs. Whether your business is just getting started or is growing rapidly, we have an appropriate solution. All of our business service packages include:
- Accounting Software & Setup
- Reconciliation (quarterly, monthly or weekly, depending on your needs)
- Financials (quarterly, monthly or weekly, depending on your needs)
- Annual Tax Preparation
Document collection & storage
Payroll is optional however, by keeping payroll in house you avoid the typical disconnect between payroll reporting and end of year tax preparation. Marrying the two services produces the most beneficial outcomes.
There is a wide range of à La Carte services we have experience with, here are just a few examples:
- Business structure consulting
- Business formation
- Business valuation
- Trademark registration
- Veteran owned small business verification
We onboard most new clients in calendar quarter one, beginning with their tax preparation. We do accept clients outside of Q1 on a case by case basis. Schedule a call for a free consultation and service quote.
We are fully licensed to represent individuals, partnerships, corporations, estates, trusts, and any other entity with tax obligations, at all administrative levels within the IRS. In cases involving audits and collection matters, our discussions are protected by accountant-client privilege. This privilege allows confidentiality between the taxpayer and the enrolled agent.
If you have received a letter from the IRS, have had property or accounts frozen or seized, if you are being audited or have payroll tax problems, whatever your situation, call for a confidential consultation and let us help.
George serves many clients as an objective outsider or in an advisory capacity. The ranges of tax provision compliance and consulting services George provides include analysis of the effective tax rate impact of transactions, uncertain tax positions, business valuations, corporate controls, compliance and a bunch of other tax stuff. Consulting rates are $210 per hour. A written Circular 230 opinion can be provided, if desired.