TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?
WE GET IT.
AND WE CAN HELP.
Get the insights into your business you’ve always wanted.
Have the right dials to turn, and know when you need to turn them.
Every time we meet with a new business, we rediscover (together) the power of having the right information at your fingertips. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe — or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way.
Too many business owners are evaluating their success by “what’s in the bank” instead of what is possible when you have a true expert in your corner.
SERVICES
Tax Planning
Planning and executing the strategies that minimize tax liabilities and create the greatest opportunities for your financial future. See below for more details.
Tax Preparation
Timely, accurate quarterly and year-end tax preparation.
Compliance and IRS
Protection
Navigating you safely through the tax and legal environment of your business and personal finances.
TAX PLANNING SERVICES
INTRODUCTORY EXPLORATION SESSION
Free Exploration Session to evaluate your current accounting practices and entity structure, and provide a high level understanding of opportunities to reduce taxes in the current and future years. Get in touch to learn more about how this service can help you.
TAX PLANNING
Detailed analysis of every source of your income and expenses, family circumstances and personal finances to create a custom tax plan that minimizes tax liabilities and provides the greatest opportunities for your business and retirement.
IMPLEMENTATION AND MAINTENANCE
Guidance through the execution and continual evaluation of the most advanced and effective available tax tax strategies. Ensuring the client that tax saving opportunities have been properly documented and savings received.
CLIENTS WE SERVE & THEIR BUSINESS STRATEGIES
- Business Owners and Investors in All States
- International and Expat Investors
- Active and Passive Investors
- Beginning Investors Seeking Mentorship
- Experienced Investors
- Real Estate Agents/Brokers
- Wholesalers
- Real Estate Syndication
- Buy and hold investors
- Commercial & Mixed-Use Real Estate Investing
- BRRR Investors
- Hotel Investors
- Property Managers
- Short Term Furnished Rentals
- Retirement Account Investing
- Real Estate Developers
- Raw Land Investments
- Hard Money and Private Lending
- House Flipping
- House Hacking
Recent Blog Posts
The Why & How of Business Referrals for Atlanta Owners
Firstly, before I jump into what business referrals could mean for your Atlanta business, I wanted you to see this. Even though I don’t normally talk about tax stuff … the explosion of shady flim-flammers gaming the Employee Retention Credit and making...
How a Continuous Audit Helps Your Atlanta Business
My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...
My Atlanta Small Business Health Quiz (Part 2)
Last week, I began asking you a series of questions about your business. Hopefully those have had some time to percolate in the business-owner-guru-strategist side of your brain. I'd like you to thoughtfully consider the new questions I'm raising today. Please do...
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