Accounting & Tax Services
Choosing a CPA to assist you with financial, accounting and consulting services is one of the most important decisions you make in your business and family. Informed and perceptive advice facilitates the creation of an efficient and profitable enterprise.
At Paul F. Spann, Inc., we provide a wide range of tax planning, accounting, bookkeeping and consulting services that are tailored to your needs. Our services are designed to assist you in meeting your business or family goals while providing maximum peace of mind. We strive to make your job easier and provide you with more time to focus on building your business or spending time with your family.
Our goal is to reduce your taxes to help you keep more of what you earn. Our services include the following:
• Tax reduction strategies for business owners and individuals
• All tax services for: corporations, LLCs, partnerships, individuals
• Tax returns for all 50 states as well as tax returns with multi-state filing requirements
• QuickBooks advisors
• Accounting and bookkeeping
• Financial statement preparation, compiliations and reviews
• Cash flow & budget analysis
• Tax problem resolution
• New business advisors
• Incorporations and business entity formation
• Payroll - full service and support
QuickBooks Services
We offer the following services to help do-it-yourself business owners manage their day-to-day operations using accounting software packages like QuickBooks.
• Standard QuickBooks Set-up
• Custom QuickBooks Set-up
• Technical Support for QuickBooks
Accounting software programs like QuickBooks are ideally suited for small business owners. These programs offer a simplified the bookkeeping process for you. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. That's why we work with many of our clients to train them, assist them on an ongoing basis, and provide immediate trouble shooting assistance.
Your time is valuable and accounting software is not your specialty. That's why we provide training, oversight, and ongoing support.
To simplify the business formation and incorporation process for our clients, we provide a FREE consultation to select the right structure for YOUR Company. Significant tax savings can be achieved based on the nature of your business and the structure of your company. Our goal is to help you select the right structure and then realize the tax savings each year going forward.
Our clients typically save taxes each year by using this two-step strategy:
1. Choosing and maintaining the right type of structure (corporation or LLC) for your business.
2. Implementing our ongoing quarterly tax planning services to secure the best possible tax position for the available benefits.
Clients come to us who have previously formed corporations or Limited Liability Companies, but are not taking advantage of the "built in" tax benefits. Effective tax planning and coordination often puts money into our client's pocket.
Individual Services
We provide a wide variety of tax management and financial management services tailored to meet the needs of our individual clients. Our services are designed to make the entire process easy for you. We stay up-to-date of all tax law changes throughout the year to ensure that you are taking advantage of all tax incentives.
• Tax reduction and planning
• Tax preparation and compliance
• Multi-state tax returns and planning
• Electronic filing services at no extra charge
• Tax Problem Resolution
• Retirement Planning
• College Savings
• Estate Tax Planning
Call us today at (714) 854-9338 and ask for Paul regarding our services.