Business or Complex Taxes? Call 919.233.0076

Small Business Tax & Consulting

Stan has over 30 years of experience with small businesses focusing on privately-owned companies with less than $30 million of annual revenue. We approach tax preparation from a “proactive approach” by providing services all year long to help you plan, budget, and manage your cash flow. Helping you become more profitable is also important by helping you be a good steward of your business.

We require a minimum $2,500 retainer.

Let us know how we may serve you by booking an online appointment to discuss:

• Business Startups
• Business Profitability
• Business Acquisition or Sale
• Real Estate investing and management
• Monthly maintenance
• Tax Planning & Preparation
• Tax Projections
• Tax Entity Selection
• Quickbooks Setup
• Quickbooks Optimization

Profitability Management

Are you profitable? Where are you profitable and why? Are you managing Cash Flow ? Can you answer your banker’s questions? Is your business sustainable? Which retirement plan should you choose?

We can help you answer these questions. From gross margin improvement to bottom line profits, we’ll determine what needs to improve. If you want to change for the better, we will show you how. Are your books telling you the truth about your businesses’ financial health?

If you don’t have a full-time Chief Financial Officer, schedule an online appointment for a free consult to determine if we may help you!

We require a minimum $2,500 retainer.

• Monthly Bookkeeping
• Monthly or Quarterly Financial Analysis
• Tax & Cash Flow Budgeting
• Business Acquisition or Sale Due Diligence
• Profitability Optimization

Personal Taxes

We can help you prepare, analyze, budget, and comply with the state and federal tax code. Our services provide a personal touch to be sure you understand your taxes and how to legally minimize them. If you’re not receiving this now, schedule an online appointment for a free consult to determine if we may help you!

We require a minimum $1,000 retainer for the minimum tax prep fee.

With every tax preparation, we provide:

• Face-to-Face (or online) review and analysis of your tax returns
• Basic tax projections for next year (Premium projections at additional charge)
• “Estimated Tax” budgeting and planning
• Consultation regarding new tax law and how to comply
• Tips and ideas for optimizing your taxes