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Business Tax Planning Fresno, CA

Our Business Enhancement program integrates both business and personal finances to achieve an optimal tax, savings and growth plan.

The tax advisory team at Kerr Tax Advisors, LLC in Fresno, CA take a unique approach to tax planning. As a financial planner and tax consultants we can proactively assess, design and manage a sustainable business plan and tax strategy.

 

Business planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set. The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the time frames involved.

Business financial planning involves the following tasks:

  • Establish a trusting relationship with our client.

  • Assess the business environment.

  • Collect financial documents and data.

  • Confirm the business vision and objectives.

  • Identify the types of resources needed to achieve these objectives.

  • Help quantify the amount of resource (labor, equipment, materials).

  • Calculate the total cost of each type of resource.

  • Summarize the costs to create a budget.

  • Identify any risks and issues with the budget set.

  • Develop various cash flow scenarios.

  • Ongoing review of financial statements and viability of decisions. On-go

 

The Financial Planning process for a business is critical to the success of any organization. It provides you, the business owner with an objective view and can confirm if your objectives are achievable from a financial point of view.

It also helps small business owners set financial targets for the organization, and potentially reward staff or business partners for meeting objectives within the budget.

 

THE BUSINESS PLAN ENHANCEMENT PROGRAM
The Business Plan Enhancement Program (comprehensive plan) is designed for successful business owners. An emphasis is placed on integrating both business and personal financial affairs, so as to balance the day-to-day of managing your biggest asset and the risks of running your business with the security of personal finances.

The Business Plan Enhancement Program requires an initial collection of data and documents. The process may result in a few drafts and more than one meeting. Depending on your needs our Business Enhancement Program is designed to assist you weekly, monthly, quarterly or just annually. 

 

The Business Plan Enhancement includes:

  • Ongoing coaching service

  • Corporate structure analysis

  • Risk management

  • Tax return reviews 

  • Succession planning

  • Buy/Sell funding

  • Generational financial planning and family risk management

  • Business structure

  • Business plans

  • Business development 

  • Cash flow planning

  • Scenario planning with financial data

  • Collaboration with your other attorney and insurance agent.

  • Review of financial statements 

  • Succession planning. (buy sell agreements and funding of the agreements)

The Business Plan Enhancement Program is most suitable for the successful business owner. Our plan can also help you maximize tax planning while conforming to IRS rules, specifically for business owners and California corporations.


Start your tax plan today.

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Kerr Tax Advisors, LLC.

7255 N. First Street, Suite 105

Fresno, CA 93720

Phone (559) 277-4772

Fax (559) 573-8558

Tax Preparation Fresno, CA

Services

Tax Planning

Corporate Tax Returns

Individual Tax Returns

Tax Amendment

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Kerr Tax Advisors, LLC is not a CPA firm. Kerr Tax Advisors is managed by members of which are either licensed to represent tax payers, prepare taxes and amend tax returns. Andrew Kerr is not a tax preparer and does not give legal tax advice. Andrew Kerr does incorporate tax planning into the financial planning process along with Adela Padron who is the firm's tax preparer and tax consultant.

                          

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 Kerr Wealth Management.


Important notice regarding investment advisory services: Tax services provided by Kerr Tax Advisors, LLC. Kerr Tax Advisors, LLC. is not a law firm and does not give legal advice. There is a conflict of interest if we recommend using one of our affiliates because additional compensation is received. You are advised to read our legal disclosures to understand any potential conflicts of interest with our services.

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Kerr Wealth Management is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information. Please be aware that the security and privacy policies on these sites may be different than Kerr Wealth Management policies, so please read third party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

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