2255 Sewell Mill Road, Suite 220
Marietta, GA 30062
(W) 770-565-4718
(F) 770-565-4721
(E) pk@savemytax.com
Small Business Monthly Package
Negotiating with IRS/Offer in Compromise
Business Plans for SBA Loans, Business Valuations
Small Business Monthly Package
While we provide a full range of services to small and big businesses, we have made a conscious decision to focus on providing tax and accounting services to small businesses. More specifically, small businesses which employ anywhere from 0-15 employees. In fact, we have an attractive small business package which for a small monthly fee provides the following benefits:
- Monthly financial statements which will enable our clients to complete all their monthly, quarterly and yearly tax returns on a timely basis. In addition, these statements also allow our clients to gauge the health of their business on an on going business.
- Unlimited consultation with our CPA as they get ready to make major financial decisions.
- Timely filing of all tax returns such as sales tax returns, payroll tax returns, estimated tax returns, corporate tax returns and personal tax returns.
- Monthly pickup and delivery of financial statements.
- Year-round tax planning and preparation.
This package has been designed to keep clients compliant with applicable tax laws so they can concentrate on their core competency i.e., sell more of their products and services.
Our Guarantee:
If after 90 days you are not completely satisfied with our work and professional input, we will refund 100% of the monthly fees paid to us - no questions asked provided the information submitted to us is complete and accurate.
Tax & Estate Planning
We provide sound financial and tax advice to our individual and business clients so they can minimize their tax bill legally.
Incorporations
Very often businesses get started on a good idea, but without much thought to what kind of a legal entity may be most beneficial from a tax and legal point of view i.e., whether the business should be sole-proprietorship, partnership, LLC, C-corporation or a S-corporation. When this happens we walk our client through the whole range of issues in carefully making this decision. In addition, we help incorporate businesses for a small fee of $495.
Business Tax Returns
We have many years of experience in completing tax returns for sole-proprietorships, partnerships, LLCs, C-corporations and a S-corporation. It is very important for our clients to understand that accurate preparation of such returns is very important and not having completed them correctly can have negative consequences at the time they get ready to sell their businesses.
Personal Tax Returns
We have several years of experience in completing tax returns with varying degrees of complexity.
- W2, Substitute W2
- 1099, Schedule C, Mileage, Home office, Business Meals & Entertainment
- Earned Income Credit, Next day refunds
- Royalty
- Schedule D
- 1035 Exchange
- K1s
- Alternative Minimum Tax
- Foreign tax credit
- Investment interest expense
- Rental properties and appropriate treatment of passive income and loss
Negotiating with IRS/Offer in Compromise
Very often taxpayers get into trouble with IRS with accumulated penalties and interest surpassing the original tax liability. When this happens, often the taxpayer finds it difficult to pay the bill and finds himself/herself faced with a lien on his/her bank account. When this happens, there may be a way out by way of an Offer in Compromise (OIC) at substantial less then the IRS tax liability. We are experienced and knowledgeable about what is required to negotiate a successful OIC.
Business Plans for SBA Loans, Business Valuations
We have many years of experience in writing business plans in a way that is suitable for presentation to funding sources, be it regular banks, venture capitalists or SBA funders. More specifically, we use the SWOT approach by very carefully detailing the business Strengths, Weaknesses, Opportunities and Threats.
