Small Business Planning and Consulting

Small Business Planning and Consulting

Every year thousands of new businesses are started by optimistic individuals with the entrepreneurial spirit. If you are planning to be one of those starting a new business, you will need to make decisions related to your choice of business entity and ensure you understand your tax responsibilities. We provide small business planning and consulting services to address these areas as well as the following:

  • Business Entity Choice
  • Obtaining an Employer Identification Number
  • Filing an Assumed Name Certificate or Doing Business As (DBA)
  • How to properly set up and maintain your books and records
  • Selecting and setting up an accounting system
  • Correctly classifying workers and Required Reporting Responsibilities
  • How to determine and make quarterly estimated tax payments
  • When is the best time to Incorporate or File as an S-Corporation
  • Retirement Planning
  • Business Financing Options
  • Office In A Home Deduction
  • Properly Documenting and Deducting Business Vehicle Related Expenses
  • Sales and Use Tax Permit
  • Exempt Organizations Applications (Form 1023) Review and Completion