PROACTIVE TAX PLANNING
Tired of feeling like your profits are going to the IRS? You may be paying more in taxes than you need to. Our proactive tax planning services help identify opportunities to implement legal, tax saving strategies that can help maximize your available deductions and minimize taxes paid. We follow a three phase approach when delivering our planning services:
DESIGN. BUILD. MAINTAIN.
Seek out missed opportunities
Identify available tax saving strategies
Formal written plan document
Actionable road map for implementation
We provide a written tax plan that can serve as a road map to reducing your current and future tax burden through the effective use of documented strategies and business practices.
FULL SERVICE ACCOUNTING
Are you getting all the information you need from your accounting relationships and software to make effective, timely, and meaningful decisions?
If you would like to gain further meaning behind the numbers in order to make strides toward your future plans, then accept this invitation to experience what a collaborative relationship with us could provide.
Strategic alliance to focus on what you do best
We have subject matter expertise with certifications in accounting software and supporting applications
Transaction structuring and data entry support
Bill payment processing
Bank account and credit card reconciliation
Preparation of reporting packet for management use
Ongoing meetings to discuss results and future plans
Be accountable to yourself. It’s time to determine if you’re making traction toward your goals.
advisory and consulting
We recognize that we are not everything for everyone, and we're very comfortable admitting that fact. There are times, however, that we do possess a required knowledge, skill or resource that is not currently available within your company.
Given our specialized backgrounds, we are prepared to assist with projects that would require significant additional training in order to complete in-house.
Industry benchmarking analysis
Business plan development and documentation
Reasonable compensation analysis
Subject matter expertise
Corporate compliance and documentation
Internal audit and compliance review
Risk assessment and control analysis
To discuss your current need or take action on a project that continues to be put off, email or call us today at 360-474-5892.
tax problem solving
From what we have seen, very rarely will ignoring a problem lead to a resolution, let alone a positive outcome. There are formal processes to follow and rules applicable to working through tax problems. Our taxpayer representation and tax resolution services follow a three phase approach:
Investigation and analysis
Return to compliance
Application for resolution
After receiving the appropriate authorizations, we can review your case information, provide solutions to get you back into a compliant position and assist you with strategically evaluating your options to resolving your tax problems.
We hear similar radio spots to those our customers hear, claiming to settle your outstanding tax obligations for pennies on the dollar. While those outcomes are possible under certain circumstances, each and every case is evaluated independently and the results of the evaluation are not determined within a thirty second radio advertisement.
Our track record for successfully resolving our customers’ tax problems stands on its own. To have your case evaluated, please schedule your appointment today by calling 360-474-5892 or through e-mail.
black book services
This exclusive service offering for relationship-based packaging is subject to minimum qualifications and availability. Designed for the “I gotta guy” response, this service program is custom tailored to suit the needs and preferences of qualifying customers. Leveraging the financial and operational expertise of our primary shareholder, your professional, personal and lifestyle priorities are aligned with our professional services to promote peace of mind and allow you to focus on what matters most to you. In full disclosure, not all applicants will qualify for the program.
Common, but not fully inclusive, qualifying customer characteristics include the following:
Ownership interest in operating business activity
Decision making capacity for business entity interests
Multiple real estate properties owned
Participate in investment activities
Participate with pass-through entities