Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Have You Met With a Tax Advisor Recently?

Posted by Mark On March 15th

Do you have a standing appointment with a tax advisor?

Are you prepared for your next meeting?

Need some new ideas on investing and tax planning tips to discuss with your tax advisor?

Tax & Investment Plannig

Tax Planning

Each year brings multiple changes in tax planning. Today, the new method for financial planning for tax and investment is more focused on “spreading” income and expenses over a number of years. Understanding how you can accomplish this can become overwhelming.

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Are you a small business owner?7 Things Every Small Business Owner Need to Know

Have you been considering starting a small business? 

Are you looking for guidelines that can help you build a solid foundation for your business?

Every business owner is faced with the same business questions at one time or another. Not dealing with the questions can cause problems, they can even create hurdles that can eventually put you out of business.

Being proactive allows you to grow your business on a solid foundation. Understanding these questions can make the difference of whether they become a problem.

Reviewing the seven things to know from our free eBook, 7 Things Every Business Owner Needs to Know, can help create a positive working environment which allows you to grow your business while tackling these potential problems.

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Are you an Independent Contractor?

Do you receive a 1099 for income paid to you?

Have you prepared for your year-end taxes with a tax strategy?

Form 1099
The end of the year can be quite stressful as an independent contractor. If you haven’t planned for your year-end taxes, you may find out that you owe a substantial amount of money for taxes.

At Makara and Associates, we understand how this can happen. Our team will take the time to educate you on what your options are and work with you on developing a solid tax strategy, so you don’t find yourself in an unpleasant situation at the end of the year.

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Thinking about getting a divorce?

Would you and your spouse be able to work through the process together?

Do you know the valuable role a Neutral Forensic Accountant can have in a collaborative divorce?

divorce petition

Unfortunately, many divorces are not collaborative.

When preparing for a divorce, the stress can be overwhelming.

Financial friction between a couple when dividing assets and debts can end up in a long, drawn-out legal battle.

This is a situation where working with a “Neutral Forensic Accountant” can make a significant difference.

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How Successful Are Your Business Operations?

Posted by Mark On December 31st

How do you measure your business success?

When was the last time you reviewed your business operations and accounting systems?

Are you prepared for the changes in our complex business world today?

Common Tax Provisions Set to Expire

Running your own business can present many challenges. Addressing those business needs may be overwhelming unless you are committed to continuing education and implementation of the latest technologies.

At Makara & Associates, LCC, we believe through our training and experience we can offer you a fresh prospective and practical view of your business operations and accounting systems.

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Do you have a controllership position in your organization?

If not, do you need help auditing your business accounts and supervising your financial affairs?  

When was the last time you reviewed a financial analysis on the health of your company?


Maintaining a healthy business can be more than a full-time job.

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Is your CPA committed to education?

Does your CPA use cutting edge technologies?

Do you receive quality service?

Makara & Associates LLC
These are the type of questions that your CPA should be happy to answer for you, giving you the “peace of mind” that you deserve.

Don’t settle for anything less.

Work with a CPA that is committed to continuous training and is well-versed in working with accounting in all facets of the economic chain.

Regardless of the size of your business, personal attention to accounting details are vital to the success of your business.
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When will Social Securityyou be eligible to collect your benefits?

Have you reviewed your Social Security Benefits Statement recently? 

What age is going to work best for you to start collecting your benefits – age 62, your full retirement age or age 70?

Nowadays, the subject of planning for your retirement is something that is frequently discussed.

Especially the age you should start collecting your social security benefits. Each expert has their opinion.

Deciding when to begin receiving your benefits can be a complicated decision. A decision that you shouldn’t take lightly.

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Forensic Accounting Grows as a Diverse New Tool

Posted by Mark On February 5th

Do you know the value of Forensic Accounting?

Are you in need of a Forensic Accountant?

Are you familiar with a Cr.FA designation?

Forensic Accountanting

Today, there is more awareness and less tolerance of fraudulent activity, creating a greater need for Forensic Accountants. Do you have financial data that needs to be collected, prepared, analyzed, and reported for the purpose of shedding light on discrepancies, possibly in court? Or are you taking the time to educate yourself on the benefits of Forensic Accounting?

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Do you know what taxes you need to pay?

Are you familiar with what tax forms you need to file?

Do you have a tax strategy?

There are many potential pitfalls that independent contractors should be aware of. Receiving a 1099 for income paid to you means it is time for you to review your options as an independent contractor. The key is to understand what taxes you are responsible for and what tax forms you need to file.

As an independent contractor, not being prepared at the year-end can be very stressful. This is especially true if you find out you owe a large amount of money for taxes that you didn’t plan for.

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