Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis.
We can provide helpful comparisons and calculations for effective, practical business analysis.
As a former CFO with monthly, quarterly and annual reporting responsibilities to hundreds of stakeholders, Brian Carter has an eye for numbers and is a skilled communicator in helping others understand what is driving the numbers. He can help you put your hands on the knobs and dials that drive your profitability and can be available for daily consultations when you contract for our Concierge CFO Services.
Timely, efficient bookkeeping services are available for businesses of all sizes as well as for individuals.
Small business tax return preparation and filing instructions is a core service offered to our clients.
Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.
Over the years, 100's of small business Federal and State tax returns have been prepared for
*Designates areas where we have actual hands-on experience within the industry itself as well as experience in serving as outside professionals for them.
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm.
Effective tax minimization begins with long-term tax strategizing to establish overall objectives. We partner with a tax lawyer to help clients make sure:
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
214-708-0541 Fax: 833-216-5657 BRIAN@CTAFS.BIZ
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