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Small business owners
Running your own business takes a lot of time and energy,
and often the business maintenance work can wear you down.
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Let us help you do some housekeeping so you can Focus on Your Customers
Business Entity
It all begins with the type of business you have. Let's make sure you have the proper Business Structure set up for your particular situation.
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There are subtle differences in the various business entities and each one has certain pros and cons. Choosing the proper structure from the beginning or amending your existing structure may result in substantial tax savings.
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There are tons of variables making each person's case unique so speak with one of our Business Entity Experts to discuss your situation.
Business Services Review
Once we know you have the proper business structure, we can see if you are maximizing benefits in your business operations such as:
Payroll / Bookkeeping, Insurance / Worker's Comp
Banking / Finance
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A careful review of all your business services products can result in huge savings for you. For example, if your tax preparer, payroll processor and insurance agent are not on the same page, then there's a good chance you're paying too much in taxes, fees, and insurance premiums.
Financial & Retirement Strategies
There's a beach waiting for each of us and the more we put away, the faster we can get there.
There are several strategies and financial tools at your disposal to place a significant amount of money into your own retirement plan if you're self-employed.
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We do not provide investment advice to avoid potential conflicts of interest. You can trust the guidance we provide our clients is always in their best interest.
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