Business Tax, Consulting & Profitability Management in Cary NC
Do you want to STOP:
-
Guessing if your profitable?
-
Stressing over cash flow?
-
Surprises for taxes owed?
-
Spending unproductive time bookkeeping?
We can help you START:
- Launching into profitable growth!
- Proactively managing your cash!
- Planning for taxes!
- Unleashing your valuable time!
HOW WE HELP YOU
Foundation:
We build quality financial data
We make the complex simple
We save you time
Profitability:
Improve profit margins
Maximize tax efficiency
Budget profitable growth
Strategic:
Proactive business expansion
Owner exit strategies
Optimize capital
Sample Annual Budgets
Select Advantage Membership
Starter
$5,000+Annually
- Businesses < 5 Employees
- Annual Services Only
- Video Reviews
- Email Support
- Annual Recommendations
Pro
$10,000+Annually
- Businesses 5-10 Employees
- Quarterly Tune Ups & Planning
- ZOOM Meetings
- Staff Support
- Quarterly Proactive Planning
Premium
$20,000+Annually
- Businesses > 10 Employees
- Hands-On weekly Services
- Meet Your Way
- Partner Hotline
- Continual Profit, Tax, and Accounting Solutions
Client Services Include:
- Annual income tax return preparation, filing, review, and consultation
- Annual tax projections and planning
- Review of prior year’s tax returns (first time clients)
- Quickbooks Online Subscription: 30% discount off retail prices
- Business accounting, profitability review, and recommendations
- Bill.com discounted access, free setup & training (transaction fees apply)
- Secure online portal with tax return access and storage
- Convenience of virtual or in-person meetings
- Frequent tax tips on Facebook and blog
Small Business Tax & Consulting
Charitable Deduction Letters… Not too late!
Did you make donations in 2020? There’s still time to [...]
Electric Vehicle Tax Credits…for you?
The power of the tax credit for buying an electric [...]
2020 COVID-19 Relief Part Two…More for You!
The COVID-19 relief law: What’s in it for you? The [...]
Old Faithful best retirement…401K reminders
Maximize your 401(k) plan to save for retirement Contributing to [...]
Brace Yourself! New President, New Tax Expectations…
As of today, over a week after the election, we [...]
Mutual Fund Pitfalls
Buying and selling mutual fund shares: Avoid these tax pitfalls [...]