| SERVICES
We offer a range of accounting, tax and financial planning services tailored for the small business and individuals, including:
Complete tax planning, tax return preparation, and financial & wealth planning for individuals and businesses. We have been approved by the IRS for electronic filing services.
Entity selection services including incorporations, partnerships, S corporations, and LLCs.
The following is a brief summary of the many services we offer our clients:
-Accounting and write-up services
-Income tax planning and preparation for individuals and businesses
-Accounting software consulting - Quickbooks
-Financial planning services
-Budgets and forecasts
-Bank Reconciliations
-Profitability & Cash Flow Analysis
-Payroll Services (see seperate link on this website for details of our web based service)
-Business Plan Development and Assistance
-Accounting Software Set-up and Installation
-Develop and Review Internal Controls
-Financing & Loan Packages
-Business Valuations
-Buying and Selling of Businesses - due diligence services
-Business Succession Planning
-Lease/Buy Analysis
-Business Structure (S-Corp, LLC, LLP, Partnership, and Sole Proprietor)
-Personal Financial Planning and Wealth Strategies
-Retirement & Estate Planning including wills and power of attorney documents
-Divorce Taxation and Planning
-Referrals for services such as attorney, banker, insurance, and investment advisors
Please call or email us at (303) 683-7171 or galbert@albertcpa.com for more information on these services.
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| Tax Tips, Checklists and Planning Letters & Forms |
Year-end planning gives you an opportunity to alter a picture – in this case, your projected income or deductions – and to reduce your income tax liability accordingly. Taking a few initial steps now while you still have a chance to minimize your tax liability, and using year-end planning strategies, can result in significant tax savings. Over the next few years, tax increases will occur, particularly in the upper income brackets. If I can assist you with this process, please do not hesitate to call me at (303) 683-7171. Not all actions apply to everyone, but many clients may benefit. Below on this web page are several tax planning letters with many of my tax strategies……
All of the tax opportunities and considerations at this time of year can be a lot to remember, and the details of all these provisions can make it even more complicated. Fortunately, you won't have to remember all of them by yourself -- that's why you hire a tax professional. The two most important pieces of tax advice to keep for any year are to keep good records and ask questions. Please give my office a call to discuss all the valuable year-end tax planning strategies. More than ever, the complexity of the Tax Code requires proactive planning. Don't miss out of potential tax savings for the year-end and the opportunity to get the ball rolling on tax savings this year. I look forward to hearing from you.
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If you own a business, my goal is to provide you with superior information to help you grow to be more profitable, and to outdistance your competitors. See below on this web page many of my tax planning letters and strategies. This information will keep you on top of tax changes and provide you many proven strategies. Contact me on how to implement them for your individual situation.
When was the last time you evaluated your operations?
Are you confident the legal entity your company is operating within is the best fit for your activities and your business/personal goals? There are many different entity types to select from, and we would be happy to help you analyze and recommend the best option for your business.
When was the last time you looked at your operating agreement? Have there been significant changes in ownership or owner?s duties since the agreement? This is a great time to update this document.
How is your business performing?
Have your margins increased or decreased this year compared to last year? Do you know why?
Do you even know what these numbers are and should be? Have you considered a budget? These are important questions that all business owners should know in order to analyze their business decisions. CONTACT US for a profit analysis of your business.
The Colorado Department of Revenue is stepping up the number of sales tax audits that are being performed. Are you certain your company is charging the correct tax for the products and services your company provides? This is a topic to review now.
S Corporations ? due to pressure from Congress, the Internal Revenue Service has stated that they will perform 5,000 full audits per year on S Corporations.
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Planning for YOUR future is a lot like planting a tree. YOU have got to do it today if you want your family to enjoy it tomorrow.
? IT?S NOT WHAT YOU MAKE THAT COUNTS; IT?S WHAT YOU KEEP!?
?A failure to plan is a plan to fail.? (Anonymous.)
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| Tax Organizers, Checklists, Tax Planning Letters and Forms |
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