Many small business owners believe they are getting tax planning services when really, they are only receiving tax preparation services. At Perez Goree & Associates, LLC, our goal is to help clarify the differences between the tax planning and preparation and provide the support you need to manage your finances.
As part of our package of tax planning services we offer bookkeeping, financial reporting, small business payroll, and business advisory. The tax preparer only processes tax documents provided by client and offer little if any personalized strategies to reduce taxes. Clients may only interact with tax preparer once a year when time to file tax returns which are after year-end when most tax strategies for prior tax year have expired.
As part of our package of tax planning services we offer bookkeeping, financial reporting, small business payroll, and business advisory. The tax preparer only processes tax documents provided by client and offer little if any personalized strategies to reduce taxes. Clients may only interact with tax preparer once a year when time to file tax returns which are after year-end when most tax strategies for prior tax year have expired.
Services
About Us
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Perez Goree & Associates is a TAX PLANNING FIRM dedicated to providing tax strategies that fit the needs of our small business clients. Tax planning is at the forefront of our practice along with providing tax preparation, bookkeeping, and payroll services. We are your one-stop-shop accounting firm.
Bookkeeping & Financial Reporting
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A fundamental to tax planning for businesses is timely and accurate bookkeeping, and financial reporting. Waiting until year end or just before filing tax returns to do these processes are reactive approaches to reporting business activity. This also causes missed deductions and tax credits.
Bookkeeping and financial reporting when used properly provide valuable information to assist in making key day-to-day operational decisions such as if the business is paying too much for supplies; should the business repair or replace critical business assets; can the business afford to hire new staff; and many other key decisions.Without this financial data, leadership only has partial information to make critical decisions.
Bookkeeping and financial reporting when used properly provide valuable information to assist in making key day-to-day operational decisions such as if the business is paying too much for supplies; should the business repair or replace critical business assets; can the business afford to hire new staff; and many other key decisions.Without this financial data, leadership only has partial information to make critical decisions.
Tax Planning
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Between the blend of previous tax policy changes, sunsetting provisions, and proposed tax changes on the horizon, there are many opportunities to favorably position our clients for years ahead. We put our clients at the forefront of this movement, saving thousands of dollars in taxes every single year.
Tax Preparation
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After a solid year of tax planning, we use the tax return filing period as our opportunity to assess how well we advised our clients, along with how well our clients executed our recommendations. We use the latest tax filing software allowing us to efficiently e-file tax returns, and seamlessly exchange files with our clients through secure client portals.
Business Entity Structuring
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The future of your new business depends not only on a written plan but on accurate accounting systems, effective tax planning, and reliable financial guidance from a true professional. Get all the support and advice you need at one Orlando, FL accounting firm, Perez Goree & Associates, LLC. There is no one size fits all entity structure.
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