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.

Are you a business owner that needs help with cash flow planning? controllership? forensic accounting?

Or perhaps an individual that needs assistance with your tax planning and preparation, or resolution of an IRS tax problem you have incurred?

Future Planning

Stay Current on Available Accounting Services

Each year brings about changes in the world of accounting.

It is easy to fall behind with your tax planning and preparation, which may end up causing you tax problems with the IRS. Without resolution of an IRS tax problem, you can end up having to pay tax penalties in addition to the original amount you owed.
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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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Do You Have IRS Tax Problems?

Posted by Mark On January 24th

Do you have an outstanding income tax return with the IRS?

Do you owe money to the IRS that is past due?

Would you like to resolve the problem?

Tax Tips

IRS Tax Problems

Are your tax problems keeping your awake at night? When you fail to file your returns and to pay your taxes, you incur penalties.

IRS tax problems can multiply quickly when they are not resolved. Delinquent tax returns and outstanding tax balances are charged interest which is compounded daily.

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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 a business owner counting down the days to the tax deadline?

Are you looking for some business tax tips on deductions that you may have missed?

Tax Tips

Following up on business expenses that can generate a tax deduction can be time-consuming, especially if you are not familiar with them. Trying to figure out which ones you qualify for may be difficult.

Having a guideline to follow can help.
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Home office business deductions is another area that has changed recently. The Internal Revenue Service has provided a $5 per square foot (max $1,500) standard deduction for individuals that qualify.

Business Deductions

This is the fifth installment of
Independent Contractor Taxes…Know Your Options.
It can be downloaded from our eBook library.

The rules to qualify for a deduction have not changed and you should review your situation with a tax professional before taking any deduction as it relates to a home office.

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Are you concerned that you may be setting yourself up for a future problem when it comes to banking? It is a valid concern.

Independent Contractos This is the second installment of
Independent Contractor Taxes…Know Your Options.
It can be downloaded from our eBook library.

Independent contractors need to set up separate bank accounts.  It is a must, be aware it will help you avoid depositing income earned and paying expenses out of your personal checking account.

Two of the problems you may encounter are:

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4 Tips for Business Year-End Tax Planning

Posted by Mark On April 16th

When it comes to year-end tax planning it can be difficult to know exactly what you can deduct regarding business expenses.

Year-end Tax Planning

*Courtesy of Dave Dugdale

This is the third installment of 16 Year-End Tax Tips for 2013
which can also be downloaded from our eBook library.

Here are four tips to clarify business expenditures that you may overlook:

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Do you like to give back to your community or help those in need? Although you can’t deduct the value of your time or the effort you spend on behalf of any charity, you can deduct donations and actual out-of-pocket expenses you incur. Tracking these expenses, like transportation, can generate a nice tax deduction.

Charitable Deductions

This is the first installment of 16 Year-End Tax Tips for 2013
which can also be downloaded from our eBook library.

You do not need to be a board member to qualify for charitable deductions. Here are some deductions affiliated with charitable work that you may not be aware of:

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16 Year-End Tax Tips That You Should Know

Posted by Mark On February 13th

It’s that time of the year again. Time to work on your taxes. Have you reviewed your tax deductions?

Tax Tips

Getting the correct paperwork together and knowing what expenses can generate a tax deduction can take time. Trying to figure out what deductions you qualify for can be stressful. However…

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