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How it works

You have a dream; do you know how to make it happen? What is the lowest amount of taxes you can pay? Is it easy to make smart decisions from your current financial reports?

Our plan will answer these questions and more; here is how we will do it.

  • Step 1: Develop the Plan
  • Step 2: Implement the Plan
  • Step 3: Live the Plan
  • Step 4: Review the Plan

Step 1: Develop the Plan

No two people have the same dream; therefore, no two plans are the same. We are here to help build yours. That’s why we believe the first step is to thoroughly understand your financial picture to design solutions that align with your goals (and save you time and money!).

Within the first 30 days of engaging us:

  • We will have a conversation to learn about your vision, background, financial tools, short term and long-term goals. We will document your tax situation and create a to do list based on our evaluation of the structure, the deductions, the tax credit and the audit protections.
  • Evaluate your accounting records to ensure the reports are accurate and complete and, most importantly, decision useful.
  • Construct a compliance calendar for you and make sure you’ve got a clear idea of everything that’s due and when.
build a customized plan
make it happen

Step 2: Implement the Plan

Every business is unique – you don’t need generalized accounting and tax advice; you need customized solutions! That’s why every implementation is unique but examples of recommendations include:

  1. Entity Restructuring
  2. Accounting System Setup
  3. Clean-up of Accounting Records
  4. Cash Flow Forecasts
  5. Financial Metrics
  6. Amending Federal, State and Local Tax Returns
  7. Pricing Models
  8. Business Acquisition Analysis and Integration
  9. New Lines of Business Analysis

Step 3: Live the Plan

Our ongoing support:

COMPLIANCE

(the stuff you are required to do)

  • Federal, State and Local Tax

    We prepare all types of tax filings including federal, state and local across all 50-states and ~89,000 state and local jurisdictions. We will also prepare any U.S. required International Tax filings or disclosures.

  • Bookkeeping and Financial Reporting

    We are a full-service business and personal accounting team. We apply a rigorous weekly process to your accounting which includes monthly reconciliations and reporting.

STRATEGY

Steady, logical and predictable business growth

  • Estimated Tax Calculations

    Don’t be shocked by what you own on April 15th. We will project your federal, state and local tax liabilities and devise a payment plan.

  • Strategic Meetings

    Paying the least amount in tax while growing and maintaining positive cash flow requires ongoing discussions.

  • Plan Refresh

    We build your initial plan to be evergreen. But, businesses and the tax code evolve and that’s why we update your plan regularly.

Step 4: Review the Plan

Life happens – our plans are living and growing with you. We want you to contact us when you are making decision that may affect the plan.

STRATEGY

Steady, logical and predictable business growth

  • Estimated Tax Calculations
    Don’t be shocked by what you own on April 15th. We will project your federal, state and local tax liabilities and devise a payment plan.
  • Strategic Meetings
    Paying the least amount in tax while growing and maintaining positive cash flow requires ongoing discussions.
  • Plan Refresh
    We build your initial plan to be evergreen. But, businesses and the tax code evolve and that’s why we update your plan regularly.
build a customized plan

Ready to get going? Get in touch now.

PHONE: 310-904-5909
FAX: 661-362-8643
STEVENSON RANCH OFFICE:
25129 The Old Road #198 · Stevenson Ranch, CA 91381
MAILING ADDRESS:
31858 Castaic Rd. #198 · Castaic, CA. 91384
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