We specialize in individual and small business taxes and tax related issues. Geography is not of concern, as we have an internal infrastructure built to assist clients practically anywhere in the world. We are not the traditional CPA firm.
1. Tax Preparation and Planning & Tax Resolution
a. Individuals
b. Businesses (S-Corp, C-Corp, LLC’s, Partnerships, Schedule C’s)
c. Non-Profits (Including municipal, school and private)
d. Estates & Trusts
2. Business Start Up’s
a. Business Plan Preparation
b. Financing
c. Interim CFO Services
d. Advisory Board
3. Buyers or Sellers of a Business
a. Buyer Services Include: Valuations, Financing, Business Plan Preparation, Identifying Opportunities.
b. Seller Services Include: Finding Qualified Buyers, Qualifying Buyers, Marketing, Financial Planning After the Sale (i.e. Tax Ramifications).
4. Corporate Turnaround Services
a. Act as a consultant to a company having financial and organizational difficulties.
b. Overall evaluation of Management and Operations.
c. Design a Turnaround Plan
d. Assist in implementing the Plan
e. Work with lending institutions to stave off default and/or foreclosure.
5. Commercial Financing
a. Represent companies and/or individuals in need of financing.
b. Typical Transactions we work with:
i. Asset Based Lending – Commercial Real Estate or Equipment
ii. Factoring
iii. Purchase Order Financing
iv. Equipment Leasing
v. Commercial Working Capital Loans
vi. Business Note and Mortgage Note Purchases
vii. Structured Settlements/Lottery Notes
6. Management Consulting/Accounting & Financial
a. Strategic Plan Preparation (including development of policies and procedures)
b. Business Plan Preparation
c. Growth Strategies
d. Cost Savings Review/Improving the Bottom Line
e. Succession Planning.
f. Companies spinning their wheels or in trouble.
g. Bookkeeping, Payroll, Sales Taxes (in certain circumstances)
h. Accounting Software Implementations or Conversions
i. Monthly/Quarterly/Annual Financial Statement Preparation
j. Reviews/Compilations/Audits
k. Budgeting/Forecasting
l. Overall Advisory Services/”Rent a CFO”
Ideal Referrals:
§ Anyone who needs a tax return prepared
§ Anyone who need tax advice
§ Anyone going through a divorce, having children, or other major changes to their personal tax situation.
§ Anyone buying a house, who does not have a CPA.
§ Any business owner or key decision maker in a business (industry really doesn’t matter)
§ Anyone looking to buy or sell a business
§ Other CPA’s
§ Tax Preparers (Can be CPAs or not) who are looking to retire or sell their practice
§ Bankers
§ Attorneys
§ And anyone else who needs some help in the areas outlined above.
Other:
Ø Initial Consultations are always free.
Ø We have clients in over35 states. – Geography limits are not a concern.