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Advisory Services

Advisory Services

One Plus Tax Advisory program is a custom plan designed for you and your business. We opened our doors more than twenty-five years ago to assist our clients in tax planning and preparation. But we saw a need for more.

We saw business owners who needed more than just number-crunching. They needed help improving the overall financial fitness of their business. They needed higher-level financial literacy, and they needed help becoming more business savvy!

savvy | noun

 shrewdness and practical knowledge, especially in business

What Are Advisory Services

One Plus Tax Advisory program is a custom plan designed for you and your business, built directly from an understanding of what the client WANTS and NEEDS in their tax planning. This program is one-on-one coaching to ensure you have the right solutions in place. We will focus on three primary areas.

STEP 1: Tax Efficiency Evaluation

Are you tax-efficient? We Test the tax efficiency of your current business model. And find solutions you might benefit from. Our subjections and ideas will include a priority list of these solutions and estimated tax savings. 

STEP 2: Implementation

A great tax strategy is not enough, it needs to be executed

We will walk you through each step of the process of your game plan to be sure you know what is needed for execution.

STEP 3: Review & Maintenance

We need to review your plan regularly. We are very sure (and expect) things to change as time goes on. Understanding this will mean your game plan may need to be altered or adjusted as your business changes. 


THE BEGINNING OF EVERY RELATIONSHIP, SHOULD START WITH AN

ADVISORY AND PROBLEM SOLVING FOR OUR CLIENTS.


ALL ENGAGEMENTS BEGIN WITH AN ADVISORY RELATIONSHIP AND PROBLEM SOLVING FOR OUR CLIENTS.


I believe having a trusted advisor is one of the best investments a business owner can make; myself included. No one deserves being old and broke.

Rafael Carmona, EA

Founder

Business Planning Is the Foundation of Future Success

In today’s fast-paced, competitive world, many businesses face unprecedented challenges.

Maybe yours does too. If you agree, then chances are you’re spending more and more time on human resource issues, payroll tax compliance, and sales and use tax than you are on revenue-generating opportunities and planning for future growth.

If You Feel Like You're Spinning Your Wheels, We Can Help.

With years of proven expertise in business planning, we make sure that business owners like you have the information - and insights - they need to remain competitive and ensure financial stability for you and your loved ones for years to come.

We combine industry experience with time-tested solutions to develop a framework upon which to build your company’s success. Even better, when you leave the business planning to us, you can get back to doing what you enjoy and do best--running your business.

Our business planning and advisory services include:

  • Planning for strategic growth
  • Performance metrics
  • Review and evaluation of internal controls
  • SAS 112 compliance
  • Business valuations and due diligence
  • Budget and cash flow analysis and management
  • Business entity selection and restructuring
  • Financial projections and forecasts
  • Assistance with debt and financing
  • Business expansion and acquisition analysis
  • Evaluation and implementation of accounting software

Start Planning for Future Success Today

It’s more important than ever to have a trusted business advisor like us by your side to help you plan for the future success of your business. If you’re ready to turn today’s challenges into tomorrow’s opportunities, don’t wait a minute longer to contact us. 

To find out how we can help your business succeed submit the form below or give us a call. What have you got to lose?

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We work hand-in-hand with you to develop and execute a personalized plan to help you secure your financial future. (602) 249-9160

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