Working for you
Our team of IRS Enrolled Agent/Financial Advisors/Tax Attorney are here to do whatever it takes to get you back on your feet and to start thriving not just surviving.
Tools
Take Advantage of the following Free Organizing Tools
Yearly Organizer
Description
Comprehensive and intuitive year-end tax organizer to help with common deductions to complicated tax credits. There is also a built- in option to personalized unique and specific personal/business deductions and expenses, from schedule A, B,C, D to all tax schedules and forms that are required and allowable to maximize your refunds.
How will you benefit from it?
Electronically inputs current year's data. You can see your yearly deductions and expenses totals, compare and analyze with deductions/expenses claimed prior year. Not sure if you missed a deduction or don't know what's deductible? An advisor is available for immediate response just by emailing or calling us!
Description
Efficient and extensive business organizer that separates into tax deduction specific categories and business expenses line items for all businesses and qualified business expenses. A monthly data-entry system that allows all businesses to keep track of records as well as ability to analyze yearly financial health.
How Will you benefit from it?
Keeps track of all expenses and deductions that businesses can claim during year in a more efficient and streamlined system. Want to know the health of your business? There is a built-in balance sheet, income and profit/loss statement to help all businesses stay solvent and profitable. Want to compare your business with others in the same industry? Our in-depth and personal insight and access to small businesses data and financial records give our business clients major advantage just by making industry standards readily accessible.
Business: Schedule C
Rental Property: Schedule E
Description
Our in-depth experience working with Real Estate professionals and investors led us to create a one of a kind Rental Property Organizer. This organizer gives you easy access and knowledge to not just deductible rental property items and expenses, but real estate specific data and financials that are essential in maintaining rental property business as well as insight to the health and financial well-being of the business. Rest assure even complex topics such as passive income/loss is fully analyzed.
How will you benefit from it?
You will never miss a deduction or credit allowable for your rental property business. Important concepts like depreciation, property and land values as well as repairs versus improvements, recapture rules, material and active participation are incorporated into the Rental Property Organizer to ease every property owner's concerns and anxiety.
Description
Need an easier way to keep track of the ins and outs of your business? Most businesses want to be able to systematize the inflow and outflow of their everyday activity that is business related, but they do not have the resources or means to invest in high-end software or recurring expenses of hiring an accountant. We made your life easier by creating a system that helps you run your business more efficiently, manage your own electronic book-keeping records. You can now keep track of your entire inventory with the guidance and support of a team of financial experts.
HOW WILL YOU BENEFIT FROM IT?
The tool's best attribute is in its intuitive and simple design. We study and analyze your business down to the details and intricacies then we design the tools to be both user-friendly and advance enough to make your tedious everyday activity more efficient and productive. Small businesses often resort to old traditional ways of inventory tracking and memorizing financial figures. Our tools bring accounting into the 21st century. Let you spend more time to enjoy the fruit of your labor.
Inventory and Expense Tracking
DAILY BUDGET MANAGEMENT
DESCRIPTION
Ever wonder, "Where did all our money go?" Our advisors get asked this question most frequently each year. Beyond the question, we understand the fundamental financial concern and problem most Americans are confronted with. Most of us do not have an adequate system that keeps track of our expenses and understands our spending habits and money management shortcomings. Our advisors made money and budget management one of our top priorities while incorporating financial planning and budget strategies into our Daily Budget Management tool. This tool can be personalized as detailed and complex or simple as you want to commit your time to. Detailed charts and graphs as well as summaries and an analysis of money management habits and financial short-falls allow for a more honest evaluation.
How WIll YOu Benefit From It?
The budget and money management tool uses the 6 buckets savings strategies to highlight the need for comprehensive and disciplined financial planning and allocation of resources into necessary saving buckets- a foundation for sound and proven financial road map. You determine the goals and percentage of savings each bucket is reserved for. Once specific monthly expenses and income are tracked and analyzed, a clearer picture of overall financial health can be fully understood. You will be confronted with your own spending habits, areas of improvement as well as be guided to extensive resources and support from our advisors so that we can help expedite your own journey towards overall financial well-being.
Description
Realtors and Brokers make up a significant part of our client base. No one knows the real estate industry more intimately and thoroughly than our team. Our list of qualified expenses and deductions are three pages long. Along with industry knowledge and customized tools available to help track of mileage traveled and Real Estate related expenses, our home office/independent contractor organizers make it easier for all Brokers/Realtors to maximize their tax benefits and deductions. Current tax rates and liabilities are updated in real-time. Our system even compares deductions and expenses allowable respectively between sole proprietorship, corporation and s-corp.
How Will it Benefit You?
Real Estate Industry and Professionals are unique and often more complex than other industries and/or professions. Most are independent contractors and have significant expenses, not just in traveling and client hospitality. There are significant operation and administrative expenses as well as professional and technology costs. We wanted to capture and take advantage of all available tools, resources credits, deductions and strategies allowable for each unique Broker/Realtor but we made our tool more intuitive, thorough and advance enough to maximize the tax returns. You can also measure a safety net feature to stand by any audits.
Real Estate Tools
IRS AUDIT TOOLKIT
Description
Our team of an enrolled agent and tax attorney has helped hundreds of clients dealing with tax audits and tax-debt resolutions. We work with FTB and IRS nearly every day to help represent our clients and resolve various tax issues. Our system of recordkeeping and streamlined communication with IRS/FTB as well as time tested, hands on experience deductions organizers, logs and worksheet have proven to be effective and successful in protecting and ensuring accuracy and peace of mind for our clients.
How Will It benefit You?
We take pride in our effectiveness and ability to fix, amend, audit tax returns as well as resolve tax problems and liabilities. All clients want and deserve the utmost commitment from their advisors. Big refunds and lower tax liabilities are a by-product and result of our hard-work and dedication to our profession. Our goals are never to avoid taxes and/or tax obligations. As taxpayers, we are committed to paying our share of taxes as proud and patriotic Americans. Our goals and mission are to help all Americans achieve total financial well-being, which means to never overpay taxes or miss any tax credits and deductions that they are entitled to.
DEscription
Clients often tell us that it's not necessary to educate them on everything about taxes but rather educate and inform them on what specially they are allowed and entitled to in regards to their unique profession, business, financial situation and life circumstances. We created a comprehensive tax finder tool to help explain the different tax deductible items as well as the nuances of tax laws and regulations in regards to income limitation and threshold that are restricted on each items. Tax laws and regulations change every year as well as your own financial situation and life events. Tax preparation and planning need to be dynamic and comprehensive. We analyze, evaluate, strategize, and find solutions for you!
HOw Will It Benefit You?
We offer the deduction finder tool to our clients to help them maximize their deductions. It takes in consideration of all situations and circumstances carefully to ensure a maximized outcome in deductions. This tool will not only help clients organize their records but will undoubtedly help them understand what deductions are allowed on their tax returns.
Deduction Finder Tool
Tax Financial Planner
Description
Year in and year out, our clients with tax liability always has one essential question, “How do I pay less taxes while maximizing my retirement contribution without reducing my net take home income?” Our Tax Financial Planning Strategy Planner/Calculator shows you in concrete numbers how IRA/401k contributions can help reduce your overall tax liability. It also shows the effect of time value of money and how compound interest can build even with modest yearly returns a significantly sizable nest-egg value and savings. The best part is that your overall net income take-home remains the same or close to prior year's. Our built-in W4 tax withholding can calculate the number of allowances you can claim at whatever month or time of the year you're in.
How will it benefit you?
The tax and financial planner will help strategize and gain control over your tax liability. The built-in tools and automated tax calculations considers your withholdings, deductions, gross income, AGI, contributions to IRA, and more when calculating your tax liability. This ensures an accurate picture of your take-home-pay and tax liability, so you can plan accordingly for the current and future years.