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Accounting & Tax Solutions, Inc. is a full service tax, accounting, and business consulting firm located in Lakewood, CO and serving Arvada, Lakewood, Wheatridge, Golden, Littleton, Morrison, Denver, Highlands Ranch, Englewood, Centennial, Aurora, Greenwood Village, Westminster, Thornton, Northglenn, Broomfield, Commerce City, and Brighton. See our Services pages for detailed information, call 303.232.8300 or click to Schedule an Appointment.
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Service:
Trusted Business Advisor
Our Trusted Business Advisor service is an enhancement to our Monthly Accounting Services. Becoming your trusted business advisor will help your organization plot a course for your future success. This is based on our unique combination of skills, ability, knowledge and strategic alliances. While we may not have the answers in all of these areas, we have the resources available to act as a “general contractor” in obtaining the expertise in these areas. Our goal as your trusted advisor and member of your management team is to hold you accountable to address these business decisions on a regular basis.
Monthly:
- Review Financial Statements.
- Asset Additions/Deletions.
- Address Accounting Problems.
- Update on any new tax or accounting changes.
- Use Tax.
Quarterly:
- Meet with Owners to review Financials.
- Compare Financials with prior year.
- Payroll Tax Reports.
- Personal Tax Projection.
- Corporate Minutes update.
- Employee issues.
- Subcontractor issues.
- Review "Top 5" issues with Business.
Semi-Annually:
- Industry Comparison Reports.
- Internal Control Procedures.
Annually:
- Budgets.
- Review Insurances (Health, Liability, WC, Life, P & C).
- Exit Plan.
- Buy/Sell.
- Banking.
- Use Tax.
- Technology updates.
- Legal Review.
- Marketing Plan.
- Update Employee handbook.
- Updated payroll forms.
- Retirement plans.
Thinking of buying a business? Our accountants and tax professionals can help by preparing cash flow projections, debt service analysis, and reviewing the financial records of the business.
Contact form - contact us regarding business advisor services, assistance in choice of business structure, tax law compliance, tax planning or accounting needs related to a new business:
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