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Businesses

Tax laws are ever-changing, and the business environment is complex. Business finances, tax laws and decisions to optimize the benefits of business ownership are not typically initiatives business owners have the time, interest or expertise to handle at levels producing the results they desire and are within their reach. 

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Whether you are in process of forming a business or have an established business, we look forward to assisting you increase financial efficiencies, and benefit from relevant tax laws, strategies and elections to maximize tax savings and the personal benefits of pass-through business ownership. For select clients, we'll also handle your accounting activities. 

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​Services include:​
 

  • Entity selection

  • Tax Strategy and planning for s corporations, partnerships and LLCs

  • Federal and state tax preparation 

  • Maximizing the benefits of business ownership

  • Quarterly financial reviews and tax updates

  • Accelerating, deferring or posponing income

  • Maximizing Compensation and fringe benefits

  • Maximizing the Section 199A 20% QBI net tax benefit​

  • Maximizing deductions and credits 

  • PTET vs. QBI optimization analysis

  • Maximizing retirement contributions (up to $430,000/year)

  • Self rental tax planning

  • Related party transactions tax planning 

  • S-corporation elections (timely and late filings)

  • Amended returns

  • Tax representation

  • Client accounting services (select clients) 

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