Our team of expert CPAs and Enrolled agent a well vexed in all areas of taxation required to adhere to the various compliant codes mandated by the internal revenue service to maximize refunds and reduce tax liability. We specialize in providing tax preparation, tax planning and IRS representation for both individuals and businesses.
Financial Reporting and Budgeting
We help businesses manage their funding through budget proposals and reports. This can be reviewed by the responsible executive to check spending. A periodic financial will be created for business owners, investors and shareholders interested in getting updated information. This can be utilized to develop a strategy for future potential investments.
Financial Analysis and Strategic Financial Planning
Here, we help businesses develop a framework for analyzing performance, assessing goals and make adjustments to meet changing demands through a review of the balance sheet, cash flow and income statements.
Opportunity and Risk Analysis
We assist businesses in identifying the likelihood of threat as a result of a financial decision. they can help a business mitigate risk exposure that might result from a project or an investment.
Using statistical analysis and various accounting principles, we help businesses gain insight into expected cash flow to determine revenue coming in and out of the business over a period of time. Understanding and predicting the flow of money in and out of your business, can help you make smarter decisions, plan ahead, and ultimately avoid an unnecessary crisis.
Virtual CFO consulting
As your virtual chief financial officers, we carry out all the duties of a traditional CFO, but work remotely. This can save your company a tremendous amount of expenses by eliminating the need for an internal CFO to avoid payments of higher salary expense and Fringe benefits while improving your bottom line by monitoring the financial health and well-being of the business, usually with cloud technology.
Here, we help develop and implement strategies that enable a client, especially a businesses and high income individuals to eliminate, minimize or defer tax liability. This is done in consideration of the overall economic results of a proposed transaction or plan. Using analysis forecasting, we identify significant events in a client's life that have federal tax consequences and recommend effective strategies to help reduce tax liability.
To determine the proper tax liability, the taxpayer must claim the appropriate filing status, elect the available exemptions, or deductions and comply with the necessary filing requirements. We keep this in mind when filing tax returns for C-Corps, S-Corps, Partnerships, Limited liability companies, Sole proprietors and individuals.
Tax Resolution, Mitigation and IRS Representation
The IRS's automated under reporter program (AUR) resulted in 6.86 billion in additional assessment through audits in 2016. Since then, the IRS has stepped up efforts to increase auditing of tax returns nationwide. For this and other reasons known to us, we have developed various tax resolutions programs to help tax payers get out of debt. We also provide representations as tax experts for prospective clients currently involved in audit situations and other problems with the IRS.
Virtual Tax Accounting Consulting
Through remote connectivity we provide nay or all of the above services for the convenience of the client. The recent events of world affairs has necessitated this for most of our clients and we are prepared to adhere to their changing demands. This service also include the provision of periodic tax advise when required by the client for a fee.
A commercial loan is a funding arrangement between a business and a financial institution such as a bank. It is typically used to fund major capital expenditures and/or cover operational costs that the company may otherwise be unable to afford. We help businesses access various loan instruments to mitigate expensive upfront and avoid regulatory hurdles which often prevent them from gaining access to other sources of funding.
General Business Loans
We can help businesses gain access to other types of business loans when the traditional route fails. These include the following : Bank loan, SBA loans Mezzanine finance, Asset-based finance, Invoice finance, Microloans, Online Lenders / Non-Traditional Lenders, Secured and unsecured business loans Personal guarantees.
Business Equipment Loans
What is an equipment finance loan? Equipment financing loans are small-business loan designed specifically for the purchase of machinery and equipment essential to running a business. You can use an equipment loan to purchase anything from office furniture and medical equipment to farm machinery or commercial ovens. Businesses may be required to have good credit, property ownership and a record showing at least a year in operation.
Residential Mortgage Loans
Residential mortgages are designed to help individuals and families purchase a home. borrowers have the option to choose a Fixed-Rate Mortgage, Adjustable Rate Mortgage (ARM), Hybrid ARM,Federal Housing Administration (FHA) Loan United States Department of Agriculture (USDA) Loan, Reverse Mortgage.
Commercial Loan Refinancing
When you refinance commercial property, you use the funds from a new loan to pay off your existing commercial mortgage. Commercial property owners might refinance to lower their monthly payments, change their loan terms or tap their property’s equity to make improvements or add new commercial properties to a growing portfolio. We provide existing businesses with refinancing to help reduce their loan liability.
Our clients trust us—and our in-depth experience, to provide them with deep forward-looking insights that can help them strategically plan and make decisions with confidence.
Professionals: Medical Doctors, Engineers, Nurses, etc.
Professional workers are found in industries which require specific training to perform advanced task. Most individuals in these fields are high income earners with larger tax liabilities in need of financial advice and care taking. We assist both workers and business owners in these industries navigate complex tax matters and financial compliances.
Trucking Business Operators
The trucking business can be extremely profitable, but it can also be one of the most competitive industries out there. in spite of the potential profitability of this industry, most entrepreneurs who enter this industry lack knowledge of the financial compliance obligation to steer their company to success. we are here to provide needed assistance.
Pharmacies have some of the most complex taxes and financial compliance requirements and we are here to help.
Health Aide Companies
Health aide entities have recently developed into larger corporations with a need for tax compliance and financial accounting guidance. We provide expertise for a piece of mind.
Non profit organizations are required to file form 990. and keep records of donations for verification. we can help with that.
Life and health insurance
Life insurance is a contract between you and an insurance company. Recently, its evolves into something much better, with beneficiaries able to take out money while they are alive. We provide life insurance as independence agents through companies like: Mutual of Omaha, Allianz, New York life, Northwestern mutual etc. We also provide access to some of the best health insurance companies.
Property and Casualty
We are a referral agents for some of the most reputable property and causality companies like Geico, Chubbs, Allstate, Progressive etc.
Residential Real Estate
360 real estate agents are experts in the industry. They have the education, knowledge and expertise you need to navigate the process of buying or selling a home. From listing homes at the right price to making the best offer, our agents have witnessed the best - and most regrettable - decisions homeowners and home buyers make and continue to make during negotiation processes. Everyday, they are immersed in every aspect of buying and selling, that includes: home price analysis, property surveys, credit reports, open houses, HOA agreements, lenders, title companies, homeowners’ insurance, walk-throughs, terms of sale or purchase, repairs, concessions and closing documents. Let us help you accomplish your goals.
Commercial Real Estate
Any property used exclusively for business purposes, such as apartment complexes, gas stations, grocery stores, hospitals, hotels, offices, parking facilities, restaurants, shopping centers, stores, and theaters. Our expert commercial real agents, working with various lending companies can help with obtaining loans for a business property. call us for further discussions.