by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 29, 2023 | Uncategorized
It’s important to ensure that all necessary tax documents are in order are timely as we start a new year. One of these documents is the 1099 form. What is the form used for 1099? This is used to report non-employee compensation to the IRS and must be issued to...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 28, 2023 | Business Planning, Tax Strategy
Want to transform your business’s financial performance and save big on taxes? Carlos did that, saving over $375,000.00 in 2021 with our Tax Advisory services by switching to accrual basis accounting. This method provides a comprehensive view of your...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 27, 2023 | Tax Strategy, Tax Deductions
Urgent: Protect Yourself from IRS Audits Now – Expert Strategies to Avoid Scrutiny and Secure Positive Results Don’t Let Fear and Uncertainty Take Over – Trust Our Experts to Guide You Through the Process” Time is of the essence – our...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 26, 2023 | Tax Planning, Newsletters
Hello ! We hope this message finds you well and that you’ve been enjoying the information and resources we’ve sent you through our newsletters. We understand that everyone’s needs and interests are different, and we want to ensure that the...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 25, 2023 | Accounting Services, Consulting Services
What is the problem with the current breed of tax accountants? By definition, the word proactive is “creating or controlling a situation by causing something to happen rather than responding to it after it has happened.” What does all of this mean when it...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 24, 2023 | Real Estate, Tax Planning
Take advantage of your chance to improve your cash flow and unlock new opportunities in the current recession. Register for our upcoming webinar, “2023 Tax Strategies for a Recession: Achieving Real Estate Professional Status for Investors and Business...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 23, 2023 | Real Estate, Webinar
Position yourself to thrive during the recession by taking advantage of the opportunity to gain the powerful real estate professional status and learning valuable tax strategies. Our upcoming webinar, “2023 Tax Strategies for a Recession: Achieving Real Estate...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 22, 2023 | Accounting Services, Tax Planning
Do you Know Tax Planning Cuts the Chances of an IRS Audit? Please don’t wait for the IRS to come knocking on your door. Take proactive steps to protect your financial future with our expert tax planning services. Proper tax planning is the key to minimizing your...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 21, 2023 | Tax Strategy, Webinar
As a real estate investor or business owner, you know that the market can be unpredictable. But certain tax strategies can help you take advantage of the benefits available during a recession. That’s why we’re hosting a live webinar on Tuesday, January 24,...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jan 19, 2023 | Tax Credits, Tax Strategy
The new year brings new opportunities, and we want to help you take advantage of one of the most important things – saving money on your taxes. With a comprehensive tax plan customized to your unique situation, we can decrease your tax bill. But to be sure, we...
