Proactive planning is the key to paying less tax!
For most small business owners, income tax is a pain. It’s something most don’t understand and for which they have little patience.
When the time comes they gather up all their financial documents, take them to their tax preparer. They hope the bullet they’re about to bite won’t be so bad. Most small business owners and their tax preparer are reactive to the tax consequences of the business.
Proactive planning is the key to paying less tax!
Here are some of the common questions the Small Business Package (SBP) addresses:
- What steps should be taken for year-end income tax planning?
- How do the recent tax law changes impact the current plans for my company?
- Is my company structured to derive maximum tax advantages?
- What is my small business really worth?
- Will I, as an owner, be able to enjoy retirement without incurring unnecessary expenses?
- Do I really know where my cash comes from and where it goes?
- Do I have a business plan and is it current?
- Who can I trust?
Our Small Business Package Members receive a personalized Tax Management Plan with five key components:
- Analysis of current corporate structure and tax rates is compared to other structures
- Gross profit and net profit analysis as compared to industry standard
- Gross revenue, gross profit and net profit projections
- Tax implications for successfully meeting projections
- Tax reduction strategies and recommendations
SPB Members receive monthly updates on all new laws and how they impact their Tax Management Plan.
Successful business decisions are based on accurate information.
Once the Plan is customized to your business, we monitor progress each quarter.
The quarterly planning meetings allow Members to revisit their plans and business decisions.
PROACTIVE PLANNING IS THE KEY TO PAYING LESS TAX!
Give us a call today to schedule an appointment to review your tax management issues. Call us now at 858-430-0155. You’ll be glad you did! Our hours are 8am-5pm, San Diego, California.
