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Tax Planning for Business

When you work with LogieCPA, you'll meet with financial experts who know how to listen. It's simple, really: You tell us what you do, how you do it, and why. Only then will we start to work toward your financial goals.

First Steps: Understanding the NOW.

For us to truly make effective recommendations for the future, we need to know your current situation. To that end, our initial evaluation will address the following:

1. An assessment of your current business structure, and if it is appropriate for tax efficiency.
2. How do you manage your accounting? Are you still using a shoebox to store your receipts? Are you frustrated with QuickBooks? These are the questions we must ask, using our time-tested checklists.
3. Analyzing your revenue sources, matching them to your costs and letting you know what lies ahead. We ask the obvious, but sometimes overlooked question: Are you making money?
4. Preparing a tax plan tailored specifically for your projected future wealth, with detailed instructions for what you need to do next.

Once we are done with this process, we will provide you with a comprehensive written report of our findings and recommendations. This includes any costs or savings that you can expect to factor in.

Next Steps: Execute!

Now that you know what you need to do, it's time to implement these strategies and realize their benefits.

1. Implement the plan we have recommended. Maybe it's a referral to a tax attorney for estate planning, the incorporation of your business, or implementing an executive benefits compensation plan. Each recommendation is unique and customized for your needs.
2. Take one more thing off your plate by adding our payroll services and online recordkeeping systems. Rest easy at night, knowing that your payroll taxes are taken care of and paid on time, allowing you to make decisions based on information that is up-to-date and timely. 
3. After your "summer rush," we'll sit down with you and determine if you've made money and plan to legally reduce your tax bill, before you file.
4. Finally, and most importantly, we'll also do your taxes.

Contact us for a FREE Consultation. We help:

• Home Based Businesses
• S-Corporations
• LLC’s
• C-Corps