Are Tax Planning Packages Available For Business Owners?

1
Are Tax Planning Packages Available For Business
Owners?
2

• For owners of businesses large and small,
  employing the services of a tax planner is often
  considered, and there are many good reasons for
  this. But first, lets begin by looking at
  exactly what role a tax planner fulfils
• What is a tax planner?
• A tax planner is a qualified and professional
  individual who meets you ahead of tax filing
  time, to help develop plans and strategies to
  minimize your taxes. They will help you take
  advantage of all legitimate deductions, credits
  and loopholes that the current tax code offers,
  while giving you valuable advice, guidance and
  proactive solutions.

3

• A typical tax planning package for small
  businesses
• For many small businesses, creating a pro-active
  tax plan with a tax planner is paramount to their
  success, and heres how it commonly works
• The initial interview
• When you first contact a tax consultancy company,
  they will arrange to hold a brief interview with
  you and their client consultant, in which you
  will be asked about where your business stands
  financially now, and where you see it standing in
  the future. These questions will help them to
  formulate a strategic and proactive tax plan for
  you.

4

• Tax questionnaire
• You will usually be required to fill out a short
  tax questionnaire to determine your financial,
  business and investment goals, and to see where
  your money currently goes.
• Personal strategist
• You will then be assigned a personal strategist
  who will review all the information that you
  provided and begin developing a comprehensive and
  proactive tax strategy. These plans have been
  proven to save small businesses

5

• money and can be the difference between their
  success or failure in their relevant market.
• Tax plan review
• Your personal tax strategist will always consult
  with you before they initiate any plan that they
  have developed, and your feedback will be of the
  utmost importance to them.
• Strategy plan
• Every detail included in your customized strategy
  plan will be recorded so that

6

• you can be involved in the entire process from
  beginning to end. Youll be able to see exactly
  what deductions are available to you, what
  credits you might be able to claim and what
  loopholes you can take advantage of.
• Follow up
• Shortly after your initial consultation youll
  receive a follow up phone call from your personal
  strategist, to go over the details of your plan
  or to discuss any issues that may have arisen
  since the preliminary interviews. This is your
  opportunity to be sure that youre clear on what
  strategies your tax planner has formulated, and
  to express any concerns that you might have.

7

• Tax planners can help your business move forward
  and succeed, and with a variety of tax planning
  packages being offered, there is no reason why
  you cant afford to seek professional help. Plus,
  the money that they will help you save, will
  surely validate your decision to hire a tax
  planner.
• At Heyer Associates, we proactively assist our
  individual and small business clients in meeting
  their goals. Our key area of focus is ensuring
  that our clients remain compliant with federal
  and state tax laws by providing them with high
  quality accounting and tax service Coral Gables.
  If you are looking for individual tax preparation
  in Miami, Heyer Associates would be a right
  option.