Tax Planning & Preparation

Business Tax Planning

Most business owners dream of financial freedom. But not all understand how tax planning paves the way toward that vision of success.

At Adam Shay CPA, PLLC we invite you to think of us as both your planner and partner. We can guide you in the process of understanding how to amass capital, taking advantage of key tax benefits that may create greater financial freedom and flexibility for you and your business. While we’re here to ensure you’re taking advantage of those opportunities and minimizing taxes (and other financial “surprises”), we’ll develop a year-round relationship to establish, reinforce and sustain your return on investment, or ROI. In fact, if you’re not seeing clear benefits in our tax planning and projection services, we won’t charge you. It’s that simple. And that’s how much we believe in our approach to a plan and ability to get results.

Starting the business tax planning process is straightforward and risk-free:

1. You meet with us face to face or virtually for an initial question-and-consultation session.
2. We provide a five-point summary of potential savings.
3. If you engage our planning services, we take the reins and get started.

Want to learn more about the types of tax savings and advantages offered by tax planning? Contact us or call us at (910) 256-3456 to request a free consultation.

Business Tax Preparation

Some people attempt to prepare their individual income tax returns by themselves. For the simplest of individual situations, that makes sense.

But business tax returns are a completely different matter. Sole proprietorships and single-member LLCs may still report on schedule C of the Form 1040, but there are many opportunities to make costly mistakes and deduction oversights. In fact, one mistake or missed deduction can cost you much more than what you saved by not using a qualified accountant and tax advisor.

Also, depending on whether your business is organized as a multi-member LLC, partnership, corporation or S corporation, tax forms other than a 1040 are used. No surprise, these are more complicated and less straightforward than the individual income tax forms. It takes experience, skill and continuing education to minimize tax liability and legally maximize deductions so to remain in compliance with today’s ever-evolving, complex tax laws. Adam Shay CPA, PLLC can help sort through all the moving parts and pieces, prepare and file your business taxes with efficient accuracy, and provide the critical peace of mind you deserve. We stand behind all our work.

For more information on our business tax preparation services, contact us today: (910) 256-3456. If you’re looking for a deeper degree of financial guidance around your business growth, accounting, tax planning and preparation, we offer a strategic, proactive solution: Virtual CFO.