TAX PLANNING & CONSULTING

Complete Tax Planning and Consulting for Small Businesses

Tax planning is the process of examining a person’s: life, business, regulatory requirements, and financial goals to create a personalized strategy to legally reduce taxes. We'll work closely with you to evaluate your situation and recommend the best approach to lower tax liability, maximize savings from allowable deductions and take advantage of available tax credits so you can focus on growing your business.

How Year-Round Tax Planning Can Benefit Small Business Owners

Proactively Reduce your Tax Bill

Small business owners have the unique advantage of having many tax planning strategies available to them, that wage earning employees (W-2) do not. These strategies can be implemented throughout the year to proactively reduce your tax bill BEFORE the year ends.

Save for Retirement, Education, and Health Expenses

There are a whole host of ways to save for retirement, education, or health expenses, many of which have significant tax benefits. Not only will these lower your tax bill, but you’ll be setting yourself up for a sound financial future.

Estate Planning

Depending on your age, there are a variety of tax strategies to help you with estate planning. Laws surrounding estate planning change from time to time so it’s important to work with a tax professional who is well versed in this area.

Tax Credits and Incentives

Every year, the state and federal tax authorities release new tax credits and incentives designed to help small businesses prosper and keep the economy thriving. We can help you and your business qualify and apply for these credits as they come available.

Business Consulting

There’s no “one size fits all” solution to running a business, so we’re happy to consult with business owners to determine the best routes for them to take while running their business. 

Small Business Tax Preparation and Accounting Service Packages

We employ a holistic approach, recognizing that every decision you make for your business throughout the year can significantly impact your ability to save time and money on your tax obligations.

Small Business Success Package

Let us handle your monthly accounting and tax preparation so that you can get back to running your business.

Enterprise

We can work with your controller or CFO to implement solutions that weigh down even the largest of businesses.

Tax Planning

Year-round planning to optimize your life and business so you can pay less in taxes.

Tax Preparation

Bring your prepared financials and tax documents, we’ll prepare the federal and state tax returns to be filed.

If you’re unsure whether your current tax planning efforts are sufficient, feel free to give us a call at 763-325-4400. We’ll sit down with you to discuss aggressive tax planning strategies that should help you in the years ahead. We look forward to speaking with you soon.

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