We licensed tax and Financial Planning (tm) professionals and we offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
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My name is Jorge Menendez for those of you who do not know me and I hope we provide useful and helpful information about our firm and general information that might be helpful to you and your family regarding tax and Tax planning.
Our firm works to provide outstanding service to our clients and we are dedicated to the three underlying principles of professionalism, responsiveness and quality that have allowed to grow and hopefully continue on our quest to provide the best service in the industry.
Our firm works to provide outstanding service to our clients and we are dedicated to the three underlying principles of professionalism, responsiveness and quality that have allowed to grow and hopefully continue on our quest to provide the best service in the industry.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Opening your own business is exciting and thrilling.
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
Don't pay more in taxes than you have to!
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Opening your own business is exciting and thrilling.
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
Don't pay more in taxes than you have to!
The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, Tax health, and business risks.
Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
Justify that your plans are credible by fully researching the need being filled with your new venture.
Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines.
Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
Justify that your plans are credible by fully researching the need being filled with your new venture.
Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines.
If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore.
You've got some critical questions to answer like.
The family dynamic complicates the whole transition because of the relationships and emotions involved.
Most people are not comfortable discussing topics such as aging, death, and Tax affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
You've got some critical questions to answer like.
The family dynamic complicates the whole transition because of the relationships and emotions involved.
Most people are not comfortable discussing topics such as aging, death, and Tax affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
Opening your own business is exciting and thrilling.
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
It's up to you to maintain and stretch out the "thrill and excitement" period forever.
A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.
Success lies in the approach you choose to take.
We help you avoid the common pitfalls that many new small business owners make when starting their new venture.
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
It's up to you to maintain and stretch out the "thrill and excitement" period forever.
A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.
Success lies in the approach you choose to take.
We help you avoid the common pitfalls that many new small business owners make when starting their new venture.
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