Accounting services - Palma Financial
  • Call : (850) TAX FREE or (850) 829-3733
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