Business & Nonprofit Tax Planning

Business & Nonprofit Tax Planning

Our client base consists of small businesses, nonprofits and individuals. To advise our clients in their journey to achieve their business, visionary, financial, and personal goals, we offer business, tax and financial planning services.

Business Tax Planning

We understand small business and the process needed to achieve goals and to remain in compliance. The ability of businesses to progress to pre-defined milestones is dependent on maintaining financial health. We are your other set of eyes that never loses sight of goals and financial well-being for you and your business.

Nonprofit Tax Planning

We understand nonprofits and the process needed to achieve goals. We also understand the importance of maintaining compliance with the IRS, FTB, Secretary of State and Department of Justice. If your organization falls out of compliance, your nonprofit status may be revoked.
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