OUR SERVICES

We have services to assist in several aspects of your business

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  • Consultation Includes

    • Tax History Review

    • Initial IRS Contact (if needed)

    • Business Success Review

    • Thorough Service Review and Planning

  • Consultations are required for:

    • Review for more than one service

    • IRS letter review

    • Stimulus Income Assistance

    • Business Success Planning

    • Current Tax Year Service (April 16 - December 31)

    • Specific Accounting Assistance

    • Credit Resolution

    • Business Entity Formation

    • Life Insurance

    • Loan Application Assistance

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BOOKKEEPING/WRITE-UP

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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BUSINESS ENTITY SELECTION

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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ESTATE & TRUST TAX PREPARATION

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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FINANCIAL STATEMENTS

Financial statements are an important tool for management decision-making. Financial statements also represent your business to lenders, partners, potential buyers, and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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IRS REPRESENTATION

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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NOTARY PUBLIC

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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PAYROLL SERVICES

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed in these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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RETIREMENT PLANNING

Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate your options. We focus on helping you make the appropriate choice for your financial situation. If you are choosing a retirement plan for your business, we base our recommendations on the unique characteristics of your business and employee population, as well as legal and compliance issues related to each type of plan.

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SALES TAX SERVICES

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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TAX PREPARATION & PLANNING

Effective tax preparation and planning can help minimize your future tax liability. Not all tax planning opportunities are apparent. With Be's on your team, you're more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation affect you and your business. 

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LIFE INSURANCE

Start planning your future with us. Gain a sense of security knowing that you've planned ahead. Schedule your consultation to review your specific quote.

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CREDIT RESOLUTION

Is bad credit holding you back from your financial or personal goals? Credit help begins with us. Schedule your consultation to build your credit repair plan.

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