BUSINESS AND INDIVIDUAL TAX PREPARATION
File tax returns for individuals and businesses, ensuring that each return meets state and federal requirements and that clients receive full benefits. These professionals gather and review all relevant information, process the tax returns, and consult with clients on their next steps.
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STRATEGY AND OPERATION
Help companies create and implement plans to achieve their goals and stay competitive:​
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Business strategy
A company's overall plan that outlines its goals, direction, and market positioning. It considers a company's resources, capacity, time, location, and competitors, and how to differentiate itself from competitors and deliver value to customers.
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Operations strategy
A set of procedures and policies that organizations implement to achieve their business goals. Operations strategies focus on activities like allocating resources, planning schedules, integrating technology, and optimizing processes. They work in tandem with a company's business strategy to ensure that day-to-day activities align with the company's broader objectives. Operations strategies can help companies improve their competencies and infrastructure, and better serve their customers.
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BUSINESS FORMATION AND STRUCTURE
Help legally establish a business structure and organize the business. The structure determines how the business is organized, including who owns it, how profits are distributed, and how it will be taxed. It also defines how information flows between management levels and how roles, power, and responsibilities are assigned and coordinated.
TAX RETURN AMENDMENT
TAX RETURN STRATGEY MEETING
A more holistic and strategic approach to tax planning. It involves considering your long-term objectives and incorporating various financial considerations, such as business structure, investment planning, and estate planning, to minimize taxes over time.