Business Services

Business Services

We partner with you for streamlined business financial solutions. As a business owner, you focus on activities that grow your business and make money. Taxes and accounting can be time-consuming and frustrating. We offer tailored services to turn these chores into planning tools that maximize profits. From tax preparation and bookkeeping to strategic planning and financial consulting, we optimize your financial health

How We Can Help:

1. Tax Preparation and Planning:

   1. Business Tax Returns

   2. State and Local Tax Filings

   3. Tax Planning and Consultation

2. Bookkeeping Services:

   1. General Ledger Maintenance

   2. Bank Reconciliation

   3. Financial Statement Preparation

   4. QuickBooks set up and maintenance

3. Small Business Accounting:

   1. Financial Analysis and Reporting

   2. Budgeting and Forecasting

   3. Cash Flow Management

4. IRS Problem Resolution:

   1. Assistance with solving IRS letters and notices

   2. Communicating with the IRS and state tax authorities

5. Business Advisory Services:

   1. Strategic Planning

   2. Entity Selection and Structure

   3. Succession Planning

6. Software Training:

   1. QuickBooks Training

   2. QuickBooks Implementation

   3. Troubleshooting and Support

7. Financial Health Check-ups:

   1. Periodic Financial Health Assessments

   2. Recommendations for Improvement

8. Estate and Trust Tax Services:

   1. Estate Planning

   2. Trust Tax Preparation

Schedule a consultation

Connect

📞 +1 (916) 670-8782 🤙

Reach

goldenplan.taxservice@gmail.com