Small Business Accounting
Let Certainty Tax Advisors Take Care if Your Books So You Can Focus On Your Business
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As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!
Each month or quarter we'll do the following things for you...
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Reconcile your bank account
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Generate an income statement
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Generate a balance sheet
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Clean up your general ledger
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Provide unlimited consultations
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Everyone's Estate Planning Needs are Different.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.
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You're Estate Plans are Living Documents and Should be Updated When Necessary.
Things change throughout your life. Over the course of your life, you may experience great times and sad times. There may be marriages and possibly a divorce. You may have kids or you may marry a person who already has kids. Over time, family members and loved ones pass away. All of these events can impact or influence how you handle your estate plans or your finances. It is very important to update your estate plans soon after major life events to ensure that you are taken care of and your loved ones are taken care of in a way of your choosing. If you fail to update your plans, you may be responsible for a larger tax burden than necessary or you may inadvertently leave your assets to those whom you did not intend.
If you have questions about creating or updating your estate planning paperwork, give us a call.
Other Services
Estate Planning Take Every Aspect of your Financial and Personal Lives into Account. Be Prepared.
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We help you...
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Clearly define your estate planning goals.
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Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
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Evaluate and recommend estate planning options.
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Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
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Decrease the problems and expenses associated with probate.
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Lessen taxes at time of death.
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Arrange for management of your estate in the event you are incapacitated.
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Draft a working plan for conserving and effectively managing your estate after death.
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Transfer the assets of your estate to heirs the way you want.
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Organize fair and adequate liquidation of estate to cover taxes and other expenses.
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Amend your plan as needed.
You also get help with...
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Living Wills and Trusts.
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Lifetime Family Wealth Transfers.
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Family partnerships and other business relationships.
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Leaving money to charities.
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Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
If you'd like more information about our estate planning services please complete this form to setup a Free Consultation.