Tax Preparation
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, we can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, we can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.
Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. Our experts are here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, we can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, we can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations. Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how. Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. Our experts are here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.
Tax Preparation
Audits, Reviews, and Compilations
Accurate financial reviews and audits make it possible for your company to maintain compliance, secure financing, find investors or prepare the business for sale. The review process also provides valuable insights into the strengths and weaknesses of your organization’s internal controls, offering unique opportunities to improve how you do business.
We tailor our services to the unique needs of your company, matching our level of involvement to the requirements set by potential funders or buyers. For smaller financing requests, you may only need for us to prepare a more simplified compilation report.
In all cases, we will work with you and key employees across your organization to complete the review process as efficiently as possible. By minimizing the amount of time your employees must devote to audit and review procedures, we help you complete the process without disrupting operations.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, we combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.
We will take the time to learn about your company’s unique challenges, goals and current strategies. We then draw on years of business analysis experience to help you address inefficiencies, and identify and capitalize on hidden growth potential. We empower you and your team to make well-informed choices for the future of your business.
Whether you need short-term assistance with a major transition, or a long-term partner in strategic planning, we can help you unlock the full potential of your business.
Business Entity Selection
The way you structure your business has far-reaching tax and financial implications. Each business entity class—partnership, LLC, sole proprietorship, S corporation, etc.—has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more. Selecting the best entity type for your company requires careful analysis of your business objectives.
We will thoroughly review your current transactions and business plan with you to help you find the ideal structure for your business. And because the best entity designation today might not suit your evolving needs in the future, we will also provide guidance on how to regularly reassess your business structure, and change it if appropriate.
Buying or Selling a Business
The decision to buy or sell a company can shape your future for years or even decades. The buying/selling process requires careful valuation, an exhaustive due diligence process, and in-depth research to determine the right timing for the transfer.
When the time comes to explore selling your business, we will provide support for you and your staff at every step. Our services include accurately valuing the company, vetting potential buyers, and ensuring that qualified buyers have easy access to all the information they need to fulfill due diligence obligations.
We will also partner with you when a promising opportunity to acquire a business presents itself. Our valuation services and support for due diligence give you the peace of mind of knowing that the targeted company is what it appears to be.
Notary Public
At My365Financial, we make notarization easy and convenient with our Mobile Notary. Whether you prefer the comfort of your location or a mutually agreed-upon safe meeting place, we are here to meet your needs.
Our fees are determined based on several factors, including:
- Location of the appointment
- Time of day
- Type of documents requiring notarization
Each fee is tailored to reflect the service, travel distance, and overall convenience.
Important Disclaimer: Our employees are not licensed attorneys and cannot provide legal advice.
Contact us today to schedule your notary or loan signing appointment!
What We Notarize:
- Loan Documents
- Trusts
- Power of Attorney
- Marriage Licenses
- Living Trust
- Last Will and Testaments
- Refinancing and Mortgages
- Acknowledgements
- Divorce Decree
- Bank Forms and more
Payroll Services
Payroll administration poses ongoing challenges for business owners, due to constantly changing federal, state, and local tax laws and other regulations. Often, highly impactful changes to payroll management rules and procedures occur during times of economic distress, when your key personnel’s attention is divided between a wide array of issues.
Our payroll services professionals will work with your staff to implement sound payroll administration practices that can be swiftly adapted whenever the need arises. We closely monitor changes in payroll regulations, tax laws, and compliance requirements, ensuring that your business stays informed and compliant with any updates that could impact your payroll processes and employees.
By ensuring that payroll runs smoothly through every change in regulations, economic realities, and the size of your staff, we can help you stay focused on growing your business.
Call today to schedule an appointment!
