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Almost anyone can prepare a tax return. Not just anyone can get you the money back that you deserve. Many preparers guarantee "the smallest tax liability the law allows." But their work occurs after the fact. Assembling a tax return by plugging in last year's numbers requires only a basic knowledge of allowable deductions. When you use Laurie McClain, CPA, we suggest tax-saving opportunities all year long, and help you to evaluate the best strategies for you and for your business. Rather than attempting last-minute tactics before a filing deadline, you'll have time to plan for optimal long-term results. The difference between a true tax consultant and an ordinary tax preparer is in the planning.
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| Whether you're seeking information or whether you must present documentation, we will oversee all correspondence with State and Federal tax agencies regarding your taxes. We ensure that the information exchange is proper, and we function to save you money and time. There is no need to be concerned about notices you may have received from a tax agency when we are in your corner. |
As you prepare to start a new venture, we will assist you in selecting the entity form that best suits your unique circumstances. Whether it's a corporation, a limited liability company, a partnership or a sole proprietorship, we can ensure that your choice of entity will make the most sense for you and your personal tax situation. We perform necessary legwork, such as obtaining federal, state and payroll identification numbers, and also help you prepare a balance sheet and other financial documents. We can also assist you in preparing forecasts and projections to use in obtaining start up financing.
We will conduct a through evaluation of all forms of taxes you pay, including sales, income and payroll taxes. We can tell you where you may have been paying more taxes than necessary and assist you in obtaining refunds of taxes previously paid, where available.
Assisting your corporate controller during year-end financial audits, we function as a liaison between the controller and the audit team of the publicly-held company. Duties we perform include pulling documents, preparing spreadsheets, completing work papers and more. Handling an array of taxing jobs not only reduces the audit team's time but it also enables the controller to function in his or her day-to-day capacity.
We provide expert advice at a time when you need it most. We can build support for your case and therefore potentially reduce liability or achieve a favorable judgment. Our tasks include reviewing documents, analyzing financial and/or accounting reports in search of specific evidence, and preparation of a summary of findings.
We facilitate a smooth transition when converting your system to new accounting software. Our experience and attention to detail prevent common and costly mistakes that occur when the numbers don't add up. Many do not anticipate the level of detail needed to maintain integrity. We ensure that your changeover occurs in a methodical order so that you continue business as usual and maintain all crucial data.
Small Business Entrepreneurs may additionally benefit from our services as a Certified Quickbooks Professional Advisor. We review your requirements to help assess which accounting software and services make the most sense for your business. From setting up needed reports to training your personnel on the system's accounting functions, we help you get the most from your in-house accounting solution.
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