Tax Strategy Session

By not investing in an annual Tax Strategy Session, you could be overpaying thousands of dollars to the government. You would be brain dead not to take 30 minutes out of your schedule to allow us to find out if you are tracking all your deductions, if your business has the proper structure and what steps you can take to keep more of your hard earned money.

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Fractional CFO Services

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.

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Accounting and Payroll

The bread-and-butter to keeping your business in the black and profitable is good accounting. You know your products and service, but, if you don’t know the numbers, you could be in big trouble soon…

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Tax Return Amendments

Did you know that we can go back and fix what your old accountant (or you, haha) broke!? Amending tax returns from last year, the year before, or the year before can put A LOT of money back in your pocket!

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Tax Preparation and Returns

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.

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