Tax returns, accounting support, and advice for owners, with your business and your personal finances looked at together.
Reliable financial information helps you understand how your business is performing and decide what comes next.
We provide business tax preparation, accounting support, and advice on ownership structure, how owners are paid, cash flow, and growth. If you own several companies or properties, we look at how they and their owners affect one another. We can work with your existing accounting staff or provide additional support, so that the records and the tax reporting stay coordinated.
Federal and state returns for corporations, partnerships, and limited liability companies, and the owner’s personal return that follows from them.
Review of your books, financial statements, and clean-up of records. We work alongside your staff or provide the support you need.
Salary, distributions, and retirement contributions are taxed differently, and the right mix changes as the business changes. Our article on owner compensation walks through the questions.
Read more →Whether the business is a corporation, a partnership, or a limited liability company changes how its income is taxed. We review whether your structure still fits.
Read more →We help you see how tax payments, payroll, and owner draws affect cash, and plan around large purchases and hiring.
We look at how the companies and their owners affect one another, so that a decision in one does not create a surprise in another.
Selling a business, bringing in a new owner, or passing it to the next generation involves financial and personal decisions that benefit from early attention.
We help you understand what the business is worth, compare the tax effects of different arrangements, and consider what a transition would mean for your income and long-term plans. Our work can include business valuation, financial preparation, and coordination with your attorney and other transaction advisors.
Planning can begin well before you have a buyer or a date. Selling the assets of a company and selling its stock, for example, are taxed differently for the buyer and the seller, and the difference is easier to plan for than to fix. These articles explain the main questions.
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You tell us what you are facing or planning. We listen, ask questions, and tell you whether we are the right fit.
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If we work together, we agree on what we will do, who is responsible for what, and the fee, before the work begins.
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We gather the facts, explain your options in plain terms, and act while your choices are still open.
Call or text an office, or the concierge. It answers any time and can book the introductory meeting.
Yes. We can work with your existing staff or provide additional support, whichever keeps your records and tax reporting coordinated.
We can. Looking at the companies together helps us see how a decision in one affects the others.
As early as you can. Choices about structure and timing are easier to change before a buyer is involved, and some take a year or more to settle.
Fees depend on what we agree to do. We agree on the scope, responsibilities, and fee before the work begins.
Palm Desert and Irvine.