Are you and your company ready for sweeping tax law changes?
Trust your Certified Public Accountant to help you set the right course to minimize tax exposure maximize profits, and make sure your books reflect those choices with professional Bookkeeping.
While you are concentrating on running your business, are you doing all you can to lower your personal and corporate tax liability? Trust your team of accounting and bookkeeping professionals to help you build a successful tax strategy and stick to it all the way through preparation and filing. The best time to start is right now, so please call to get started today.
What should you expect from your tax planner and tax preparer?
- What experience do you have in working with businesses or individuals with similar tax needs and circumstances as mine?
- How do you stay updated with changes in tax laws and regulations, and how do you ensure my tax strategy is compliant and optimized?
- How do you assist clients in the event of an audit or tax dispute with the IRS or state tax authorities?
- What is your process for communication and coordination with the CPA or tax advisor to ensure seamless tax planning and preparation for my business or personal finances?
- What client references and tax planning success stories can you share?
Sometimes we get work from other tax preparers and there are things that just don’t smell right. Sometimes they don’t have all the right information, sometimes they don’t know about certain tax breaks, and sometimes they just plain mess up.
We obtained a new client and started looking through one such return. It was a successful restaurant business and they had been with their CPA for over 20 years. CPA’s are moving on, retiring, passing away, and we have heard all about it.
Looking over the information we saw two big things. The first was that something in one of the forms was placed in the wrong box. It happens sometimes, but this mistake cost the client $160,000! We were able to fix that one but there was also something a bit wonky about some information on the business side. There are certain credits that exist in the tax code, but it takes a lot of work to get non-accounting information to figure out if it will work. We saw that geography, employee demographics, and amounts were trigger points for this credit. This credit was worth another $50,000.
The client was ecstatic that we took the time to make sure there wasn’t something sneaky hiding in the older returns. It may seem cheesy, but in our world, we are over the moon to be able to find those diamonds in the rough!
Are you feeling overwhelmed by the upcoming tax season? You are not alone. Many business owners and professionals face the same challenges. Here’s the good news: hiring the right Certified Public Accountant (CPA) and bookkeeper will make all the difference. How do you find the perfect match? Pick up the phone and ask the hard questions. Here’s why you should call today to get the right answers for your business.
Imagine you are the grillmaster at a King Ranch family reunion. It’s exciting, but it’s also a little daunting. You’ve got the ingredients, grills, and seating charts in front of you, but you’re not quite sure how they all fit together. That’s a lot like preparing your taxes. Sure, you can muddle through, but wouldn’t it be easier with a trusted guide by your side?
Here’s the thing: not all CPAs and bookkeepers are created equal. You need someone who understands the unique challenges of your business or personal finances, who can help you navigate the less well known aspects of tax planning and preparation. And the only way to find that perfect match is by asking the hard questions. Don’t worry, your trusted tax team has you covered. Here’s why you should call today to get the right answers for your business.
First, let’s talk experience. You need a CPA and bookkeeper with the right experience in working with businesses or individuals with similar tax needs and circumstances as yours. After all, managing your taxes is no small feat, and you need someone who knows the ropes.
Next up, let’s talk about staying updated with changes in tax laws and regulations. You need a CPA and bookkeeper who can keep up with all the latest updates and ensure your tax strategy is compliant and optimized. After all, tax laws are constantly changing, and you need someone who can help you navigate the ever-changing landscape.
What is going to happen in the event of an audit or tax dispute? You need a CPA and bookkeeper who can assist you every step of the way. After all, dealing with the IRS or state tax authorities can be stressful, and you need someone who can help you navigate the process and ensure the best possible outcome. Your tax team has the red phone that keeps us from waiting on hold when we call the IRS.
Communication is key when it comes to tax planning and preparation. You need a CPA and bookkeeper who can communicate and coordinate seamlessly with your existing CPA or tax advisors, attorneys, etc. After all, you’re busy running your business or managing your personal finances, and you need someone who can keep you in the loop every step of the way.
Finally, let’s talk about client references and success stories. You need a CPA and bookkeeper who can share real-life examples of tax planning success stories and satisfied clients. After all, seeing is believing, and you need someone who can show you what they can do.
Now that you know why it’s so important to ask the right questions, there’s only one thing left to do – pick up the phone and call. Act now to get the answers you need to take the stress out of tax season. Your perfect CPA and bookkeeper are just a call away. Call now and say goodbye to tax season stress for good!
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