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
Three Financial Statements Atlanta SMBs Need To Get Right
If you’re a successful Atlanta business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is impressive...
Customer Relationship Management Software for Atlanta Businesses
Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...
Time Management Software Choices for Atlanta Businesses
There’s never a better time than now to start a deep dive into the financial practices of your business. Of course, the first place you always want to start is with cleaning up your books (and we’re here for that – if you’re ready: calendly.com/mark-perlberg-cpa).Then...
Recent Podcasts
Recent Webinars
Retirement Account Strategies for Real Estate Investors w Dan Kryzanowski
Listen to Dan and I discuss utilizing your retirement accounts to reduce taxes, build wealth and invest in real estate. Contact Dan at:...
How Depreciation Creates Millions in Tax Savings and Freed Capital for Real Estate Investors
I will discuss and some techniques to maximize the tax benefits of depreciation and answer common questions about the expense. Some of the topics we...
Tax & Investment Strategies for Real Estate Agents
Combining a real estate license with real estate investing creates a world of opportunities to build wealth. There are also many tax advantages and...
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