Accounting services - Palma Financial

Tax Advisory Services (TAS)

Client Accounting Services (CAS) + TAS

Quarterly or monthly recurring engagement

Monthly or weekly recurring engagement

Goals:

Save Money on Taxes
File Tax Returns

Goals:

Increase Revenue
Increase Profit
Increase Business Valuation
Save Money on Taxes
File Tax Returns

Tax Planning
Decide on Tax Positions
Implementation of Tax Strategies
Estimating Taxes Owed
Making Quarterly Payments
Filing Individual & Corporate Tax Returns (if applicable)

Sub Account Management (AR, AP, Payroll)
Monthly Accounting & Bookkeeping
Controller Services (multi-entity, currency, etc.)
Chief Financial Officer (forward looking)
Tax Planning
Decide on Tax Positions
Implementation of Tax Strategies
Estimating Taxes Owed
Making Quarterly Payments
Filing Individual and Corporate Tax Returns (if applicable)
Ongoing Coaching Calls
Review Tax Position
Ongoing Review of Tax Planning & Implementation

What You’re Gonna Get…	Tax Planning	Planning & Core Implementation	Planning Implementation Preparation Quarterlies
The Tax Plan For 2021 & 2022
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options & Plan To Hit An Extra 1M By Retirement
Insurance Review To Protect Assets & Reduce Taxes
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization
Review Biden Tax Policy Actual & Proposed Pre-Law Changes And Make Recommendations
IRS & Court Case References Support Positions
Tax Advantaged Wealth Management Review
Core Strategy Implementation
Business Tax Preparation
Individual Tax Preparation
Quarterly Estimated Payments
Quarterly Core Tax Planning & Implementation
Quarterly 1on1 Review Tax Position

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