Small Business Solutions
Taxes represent one of the two inevitables. Keeping individual and business clients from being "taxed to death" is one of Max Kleynburd & Co.'s most important roles. Our commitment is two-fold: to offer clients the highest quality of professional and technically innovative advice in a timely manner and, at the same time, to build and maintain close client relationships.
Max Kleynburd & Co. provides clients with a full-service tax department that can handle every need from return preparation to structuring complex transactions. Our tax practice has achieved prominence for its outstanding creativity and innovation. We believe our value to you in tax related matters goes beyond a simple accounting of the facts and figures.
We offer creative tax planning strategies that compliment short- and long-term objectives and will minimize the total tax burden of companies, owners, key employees, and families. We will also advise you on appropriate courses of action in response to changing tax laws. We like to create history rather than record it, and we concentrate on responding to your needs. Mere compliance with the ever-changing tax laws is challenge for some, but it is only the beginning at Max Kleynburd & Co.. Tax planning and preparation form a winning combination for our successful individual and business clients . Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Here is a brief summary of our tax planning and management services.
Tax Preparation
For many small businesses and their owners, preparation of annual tax returns represents their only accounting service. Often, we find that such people are cheating themselves. With professional planning assistance during the year, they may reduce their tax liability considerably. Tax preparation should be just one aspect of an effective tax program.
An often neglected area, the proper preparation of tax returns has come to the forefront of tax practice because constantly changing tax laws make proper reporting a challenge. Reliance on software packages is not adequate; only the thoroughly dedicated professional advisor can keep up with the rapid pace of the tax law. An aggressive approach to tax compliance is only half the battle; a proper and adequate return is required to avoid unnecessary audits and communications. We feature state-of-the-art tax preparation systems and reviewers who verify that returns are properly completed.
Back
Tax Planning
Critical business decisions almost always have tax ramifications which require top-notch tax advice. Frequently, the difference between a good business deal and a great one is the tax cost. Your business objectives can usually be met in a number of ways. Since tax costs are rarely the same, traps must be avoided and alternatives anticipated. We specialize in removing tax barriers from business goals, and help you plan your overall business structure and operations to minimize taxes.
What gives our tax professionals the ability to solve business problems and achieve visible results? Dedication and talent. We are dedicated to our clients' needs, responsive to their questions and bring a sense of urgency to the tax concerns most important to their business and personal objectives.
We have the experience to lead, not follow, in the search for innovative and practical solutions to tax problems brought on by constantly reformed laws, changing business needs, and the desire to offer more to our clients in the highly unstable world of tax legislation.
Max Kleynburd & Co. takes this concept one step further; we understand the unique challenges facing business owners and the importance of balancing their total tax burden - corporate, personal and estate taxes. Clients benefit from this experience, advanced planning, and our ability to help them integrate various tax strategies for optimal results. We listen to your ideas and tailor an individualized plan to help you achieve your goals. We will help you balance your desire to keep your tax liability to a minimum with the need to meet necessary financial obligations.
Minimizing your tax liability begins with a professionally prepared tax plan. Your tax plan, however, is not a document to be put away and never looked at. Rather, it is dynamic and should be reviewed and updated on a regular, scheduled basis. We believe that tax preparation and planning is an ongoing process, not just once a year. Your personal or business financial situation may change regularly, and tax laws are always changing, requiring periodic adjustments to your tax plan.
We offer tax guidance for the accumulation of personal wealth and its transmittal to family members and beneficiaries during their lifetimes, and through the administration of estates. The successful approach to individual tax and estate planning requires highly trained and experienced tax professionals who are familiar with all aspects of a client's business, his/her family and investment objectives, individual taxation, and estate planning. We look at the big picture, and then create estate plans and strategic income tax plans which take into account your situation.
Back
Tax Management
A professional tax management program involves monitoring your business or personal affairs to assure that you are paying no more that you truly owe. A tax management plan may also involve selection of tax-advantaged investments. We will review your tax plan on a regular basis to be sure that you are following it, and make continual recommendations for improvement.
Back
Incorporations
We form corporations, partnerships & LLCs in all 50 states - generally within 48 hours. We can also obtain a ?DBA? (doing business as) certificate for your sole proprietorship or existing business in the same time frame.
Beyond merely forming your business, we will consult with you about the optimal entity form you should choose to maximize tax savings. The choice of the proper business form, coupled with proper accounting and tax oversight, can give you the flexibility you need to run your business in the most tax-efficient manner.
If you are forming a new business, we also provide a host of start-up services such as setting up your books, and advice regarding compensating owners and workers, admitting partners, and which tax filings will be required.
Back
QuickBooks Consulting
Most business owners know their business, but they don?t necessarily know how to organize and track their business finances. To make matters worse, many struggle with outdated or ill-conceived accounting systems, which produce more stress than clear reporting. We have years of experience in selecting systems and training small businesses to maintain their records in an easy and practical manner. You do not need to be an accountant, and once you have our training and support, it invariably frees your time up and puts your focus where it should be- running your business.
Back
IRS Problem Resolution and Representation
Income tax examinations by federal and state authorities, as well as sales tax, social security, unemployment insurance, and regulatory audits are a fact of life. We offer expert tax representation before all governmental agencies to ensure that your case is properly advocated by professionals with superior accounting, tax and negotiating skills. During many successful years of experience dealing with many taxing authorities, we have achieved an unparalleled level of expertise that can ensure our clients are being properly represented before the various federal and state tax agencies.
Back
Bookkeeping and Write-Up
Not everyone can comfortably maintain their own books & records. You may either be too busy to focus on this aspect of your business, or your company may simply not be large enough to afford a full-time in-house financial person. You may also be simply tired of trying to find competent, trustworthy part-time bookkeepers. Our team can devise a customized solution for all your accounting and bookkeeping needs that allows you have these tasks done for you in our offices in a way that you maintain awareness and control over the entire process.
Back
CFO Solutions
Attain a world-class CFO for a fraction of the cost for accurate financial management. Increase your profitability and keep more of what you earn through budgeting and financial analysis. Our team will devise a financial blueprint to enable you to realize your personal and professional goals. From expense management to the identification of cost-savings opportunities, we will help you keep more of what you earn.
Back