Conduct annual year end financial statement compliance, if applicable (audits, reviews, compilation).
Prepare annual company and personal tax returns.
Identify other opportunities to help you grow, save money, and improve operations.
Provide benchmarking reports–comparing you to competitors in your industry and geographic region.
This is part of our investment in your company and we review this with key members of your management team.
During our fall checkup, we’ll touch base to see how you’re doing, if we need to make course adjustments to your blandplan, and look for opportunities to serve you even better.
Formulate a tax minimization strategy tailored specifically for you and your company, taking advantage of all the various Federal and State tax regulations. Putting ourselves in your shoes makes sure your best interests are covered.
ONGOING ACTIVITY THROUGHOUT THE YEAR
Communicate changes in your industry, changes in tax regulation, and changes to the business environment on a bi-weekly basis via our e-newsletter.
Meet with your other key professional advisors: banker, financial advisor, attorney, insurance broker...getting on the “same page” with them to create a team around you working in tandem for your benefit and counsel.
Connect you with other clients or contacts that may help your business grow and expand.
Invite you to firm sponsored events to show you our appreciation.