CURTIS CPA, LLC provides a wide range of services to individuals and businesses in a variety of industries. At CURTIS CPA, LLC we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
At CURTIS CPA, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow and help clients keep on track to reach their financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities found in existing, as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. CURTIS CPA, LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting, as well as support, on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.
These services include but are not limited to:
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. CURTIS CPA, LLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability to your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
CURTIS CPA, LLC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, CURTIS CPA, LLC can help you ensure that your portfolio will take into account various tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. CURTIS CPA, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, CURTIS CPA, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit. Our experience with tax authorities enables us to guide clients in their dealings with both federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. CURTIS CPA, LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan can be revisited if and when there are any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
No one can predict the future perfectly, but we can all benefit from planning for it. CURTIS CPA, LLC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, CURTIS CPA, LLC can provide professional know-how to help you successfully structure and negotiate the deal. CURTIS CPA, LLC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Whether your needs are corporate or personal, CURTIS CPA, LLC's can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
At CURTIS CPA, LLC we work with your investment advisor to help coordinate the tax consequences of your investments. The tax consequences to your investment portfolio may have a significant impact on your overall investment returns. Setting investment goals, through well defined objectives, can result in clearer expectations of investment returns and can help you determine the most appropriate investment allocation strategy for you and your family.