Step 1: Build a customized plan
During your first meeting with Brian P. Richardson, CPA, you will realize that Brian is willing to go the extra mile. Whether you are an individual or small business owner, Brian P. Richardson, CPA can assist you with professional, personalized accounting services and guidance for a wide range of financial and business needs.
You will receive assistance in finding out how to pay the least amount in taxes legally allowable and/or help with setting up financial reports for your small business. While every situation is unique, we regularly find clients overpaying on taxes between 20% and 40%. That is why the first step is to ensure there is a thorough diagnosis of your financial picture. Only then can solutions be designed that accurately align with your goals saving you both time and money.
Every aspect is considered to ensure you are maximizing deductions, using every available tax credit, have the right entity structure in place with the right audit protections and are considering retirement/wealth options. A compliance calendar is then created so that it is easy to see what is due and when.
Step 2: Ongoing Support
Federal, State and Local Tax Compliance
Brian P. Richardson, CPA will prepare all types of tax filings including federal, state and local across all 50-states and ~89,000 state and local jurisdictions, also preparing any U.S. required International Tax filings or disclosures.
Ongoing Strategy
Brian P. Richardson, CPA can help prepare you for steady, logical and predictable business growth.
Estimated tax calculations are available so you can prepare what will be owed on April 15th. Your federal, state and local tax liabilities are projected and a payment plan is suggested.
Strategic meetings are available so you can pay the least amount in tax while growing and maintaining positive cash flow.
As your business and the tax code evolves, your plan will be updated regularly.