It's about proactive expertise.
We prefer to take a Proactive vs. Reactive approach to tax preparation services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax preparation services offered include but are not limited to:
Our goal is to offer you a clear understanding of the process for resolving your tax problem and to leave you with realistic expectations as to probable outcomes. Our role is to negotiate the lowest possible IRS payment amount, under the most favorable schedule, allowed by law. We will not allow you to retain our firm's services unless you are a legitimate candidate for tax relief. The IRS has very strict guidelines governing eligibility; we let you know up front, BEFORE you hire us, what tax relief options are available. This is based on a review of your IRS filings, other documentary information you provide to us and a comprehensive financial interview. This ethical and honest approach to tax problem resolution has helped us achieve high client satisfaction.
Bookkeeping does not generate revenue.
As a small business owner, there are more important things to do than to keep your own books. Let OTB Tax do that for you so you can focus on what you do best – run your business! We can offer a range of choices to assist you in running your business:
Businesses are Overpaying
The average business owner is over paying the government thousands of dollars each year. By not understanding the advantages of owning a business (home-based or brick-and-mortar), and incorrectly recording the deductions throughout the current tax season, the average household isn’t prepared by the time it’s time to file. Outside the Box Business Solutions will help you get back to “More Relaxing and Less Taxing.”
As an owner of a privately held company, you are constantly faced with challenges: optimizing cash flow, maximizing profitability, accelerating growth, and planning your exit strategies. Fractional CFO partners with you to develop a game plan for the myriad of strategic, financial and business challenges you face. Our business advisory helps to ensure the path you are on is the quickest and most effective.
We provide the expertise needed to perform critical financial officer duties on a consulting or part time basis. As your trusted advisor in the capacity of interim CFO, we carefully listen to your goals, aspirations, challenges and frustrations. We then collaborate with your team to develop a continuum of solutions and business exit strategies prioritized to navigate your company from its current state to the desired end state - implemented and executed at a pace that you are comfortable with, both operationally and financially.