Many small business owners believe they are getting tax planning services when really, they are only receiving tax preparation services. At Perez Goree & Associates, LLC, our goal is to help clarify the differences between the tax planning and preparation and provide the support you need to manage your finances. As part of our package of tax planning services we offer bookkeeping, financial reporting, small business payroll, and business advisory.
The tax preparer only processes tax documents provided by client and offer little if any personalized strategies to reduce taxes. Clients may only interact with tax preparer once a year when time to file tax returns which are after year-end when most tax strategies for prior tax year have expired. A current and forward-looking perspective of client's personal and business economic situation.
Current and proposed tax policies factored into planning process. The tax advisor suggests personalized strategies to client to reduce income taxes for current and future years.
The tax preparer only processes tax documents provided by client and offer little if any personalized strategies to reduce taxes. Clients may only interact with tax preparer once a year when time to file tax returns which are after year-end when most tax strategies for prior tax year have expired. A current and forward-looking perspective of client's personal and business economic situation.
Current and proposed tax policies factored into planning process. The tax advisor suggests personalized strategies to client to reduce income taxes for current and future years.
Services
Perez Goree & Associates is a TAX PLANNING FIRM dedicated to providing tax strategies that fit the needs of our small business clients.
Tax planning is at the forefront of our practice along with providing tax preparation, bookkeeping, and payroll services.
We are your one-stop-shop accounting firm.
We save our clients significant tax dollars allowing them to re-deploy those savings into other areas of value such as upgrading equipment, offering retirement plans, or investing in other business ventures just to name a few.
Tax planning is at the forefront of our practice along with providing tax preparation, bookkeeping, and payroll services.
We are your one-stop-shop accounting firm.
We save our clients significant tax dollars allowing them to re-deploy those savings into other areas of value such as upgrading equipment, offering retirement plans, or investing in other business ventures just to name a few.
A fundamental to tax planning for businesses is timely and accurate bookkeeping, and financial reporting.
Waiting until year end or just before filing tax returns to do these processes are reactive approaches to reporting business activity.
This also causes missed deductions and tax credits.
Bookkeeping and financial reporting when used properly provide valuable information to assist in making key day-to-day operational decisions such as if the business is paying too much for supplies; should the business repair or replace critical business assets; can the business afford to hire new staff; and many other key decisions.
Waiting until year end or just before filing tax returns to do these processes are reactive approaches to reporting business activity.
This also causes missed deductions and tax credits.
Bookkeeping and financial reporting when used properly provide valuable information to assist in making key day-to-day operational decisions such as if the business is paying too much for supplies; should the business repair or replace critical business assets; can the business afford to hire new staff; and many other key decisions.
Between the blend of previous tax policy changes, sunsetting provisions, and proposed tax changes on the horizon, there are many opportunities to favorably position our clients for years ahead.
We put our clients at the forefront of this movement, saving thousands of dollars in taxes every single year.
It's time to change your tax approach from reactive, data entry processing to forward-looking tax advisory services.
We feel it is never too early to think about reducing client's tax burdens.
We work with our clients so that from day one they know if they had to file their tax return for the current year today, they know what their tax bill would be.
We put our clients at the forefront of this movement, saving thousands of dollars in taxes every single year.
It's time to change your tax approach from reactive, data entry processing to forward-looking tax advisory services.
We feel it is never too early to think about reducing client's tax burdens.
We work with our clients so that from day one they know if they had to file their tax return for the current year today, they know what their tax bill would be.
After a solid year of tax planning, we use the tax return filing period as our opportunity to assess how well we advised our clients, along with how well our clients executed our recommendations.
We use the latest tax filing software allowing us to efficiently e-file tax returns, and seamlessly exchange files with our clients through secure client portals.
Additionally, we use text, phone calls and video conferencing to communicate with each other.
We invest countless hours and thousands of dollars in software, workflows, books, seminars, tax code review, and other trainings to ensure we are up to date and highly competent regarding your tax situation and delivering quality results to you in the most efficient manner.
We use the latest tax filing software allowing us to efficiently e-file tax returns, and seamlessly exchange files with our clients through secure client portals.
Additionally, we use text, phone calls and video conferencing to communicate with each other.
We invest countless hours and thousands of dollars in software, workflows, books, seminars, tax code review, and other trainings to ensure we are up to date and highly competent regarding your tax situation and delivering quality results to you in the most efficient manner.
The future of your new business depends not only on a written plan but on accurate accounting systems, effective tax planning, and reliable financial guidance from a true professional.
Get all the support and advice you need at one Orlando, FL accounting firm, Perez Goree & Associates, LLC.
There is no one size fits all entity structure.
Each situation is evaluated on a case-by-case basis.
We analyze our client's entity structures throughout the life cycle of the business and consider if different entity structuring would be a better alternative, or if adding additional entity structures to the mix would be helpful in lowering taxes or enhancing asset protection.
Get all the support and advice you need at one Orlando, FL accounting firm, Perez Goree & Associates, LLC.
There is no one size fits all entity structure.
Each situation is evaluated on a case-by-case basis.
We analyze our client's entity structures throughout the life cycle of the business and consider if different entity structuring would be a better alternative, or if adding additional entity structures to the mix would be helpful in lowering taxes or enhancing asset protection.
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