Services

Business Taxes

• Save time and avoid stress by having all of your business tax information organized and easily accessible
• Stay compliant with the ever-changing tax laws and regulations
• Have peace of mind knowing that your taxes are taken care of and you won’t have any surprises come tax time
• Protect your hard-earned money from unnecessary fees and penalties
• S-Corps, C-Corps, Partnerships, LLC’s, Trusts, Estates, EIN’s, etc.

Personal Taxes

• File your taxes accurately and efficiently
• Save money by finding deductions and credits you may have missed
• Unburden yourself from the confusion and frustration of tax season
• Achieve peace of mind knowing your taxes are taken care of correctly

Business Tax Planning

• Explore and implement traditional and non-traditional tax savings opportunities to save taxes past, present and future
• Consider both conservative and aggressive approaches and the pros and cons of each
• Understand short-term fixes vs long term restructuring and informal vs formal tax strategies
• Gain knowledge about tax implications of self-employment vs business ownership
• Rental Property, Real Estate Investing, Tax Returns, Mortgage Lenders & other financing
• Federal, State, County and Local (City) Tax Interactions and Implications (including Ohio CAT Tax, Sales Taxes, etc.)

Personal Tax Planning

• Retirement
  • Deepen understanding of the tax effects of funding and future withdrawals from qualified retirement plans
  • Clarify the pros and cons of 401K’s and the many different kinds of IRA’s and other retirement plans
  • Project tax outcomes of Social Security, Medicare and Health Insurance needs
  • Plan regarding continuing to work during retirement
• Working
  • Payroll Tax options (Optimize your W4; reveal blind spots)
  • Write-offs, Deductions, Credits (refundable or not)
  • Have the government pay you instead of the reverse
  • Tax Benefit Creation and Carryforwards
  • Maximizing Home Office & Business Use of Home Deduction, in depth
• Estimated Taxes (Pay or Not), Avoiding and Minimizing Penalties
• Understand the myriad 1099’s (incoming and outgoing)
• Family implications (kids, marriage, divorce (amicable or otherwise), other dependents, coordinating family tax returns for optimal bottom line, financial aid, inheritances, final (deceased) tax returns, etc.
• Flip the power dynamic between you and the IRS
• 360 degree view of Business Entity Selection (Federal, State & City Tax Implications; S-Corps, LLC’s, etc.; Short and Long-Term Pros and Cons, Upsides of Disregarding Business Entity Selection altogether)
• Change “You Can’t Deduct That” to “How Can We Deduct That”
• Getting and staying organized with minimal ongoing effort

Tax Relief

• Reduce your tax burden
• Protect yourself from IRS penalties
• Enjoy peace of mind knowing your taxes are taken care of
• Sleep better at night without the worry of looming tax bills
• Catch up on back tax filings
  
• Review of Prior Year’s Tax Returns
  
• Fighting Tax Notices; Tax Audit Defense & Preparation
  
• Amend to Retrieve Money Left on the Table; pros, cons and requirements of amending for any reason

Financial Statements Consulting

Accounting  & Bookkeeping Tax Consulting

• Organize your finances and stay on top of your bookkeeping
• Ensure compliance with tax laws and regulations
• Peace of mind knowing your finances are in order
• Focus on the parts of your business you love, while leaving the numbers to us
• Too much vs too little bookkeeping (design the sweet spots)
• Choose the best payroll service (or DIY)
• Choose the best bookkeeping service (or DIY)
• Choose the best accounting and bookkeeping software
• POS & Payroll Systems Accounting Interactions
• “Bookkeeping Lite” services we offer