Sagacity Tax & Accounting

Services

Accounting Services
Our firm offers a wide range of accounting services including maintaining client’s books via QuickBooks and advising on the proper accounting for transactions. We prepare financial reports for internal and managerial use.  

• Bookkeeping/Write-up
  Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
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• Cash Flow And Budgeting Analysis
  Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Business Services
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business. 

• Incorporation And New Business Analysis
  Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. Our firm can assist in market evaluations for new business and business valuations for the purchase of an existing business.
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• Bankruptcy
  Bankruptcy is one of the most frightening words to hear when you are running a business. However, Our firm will help you through the entire ordeal while guiding you the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.
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• Mergers And Acquisitions
  Our firm are experienced Mergers and Acquisitions counselors that can help you perform all requisite financial analysis and due diligence. We will help guide you through alternative financing, financial disclosure, non-compete agreements and a myriad of other M & A considerations.
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• Cash Flow And Budgeting Analysis
  We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We can assist you planning for capital acquisitions including the tax consequences and benefits. Our cash flow analysis can be a very important planning tool for companies with seasonal ebbs and flows of sales.

Financial Services
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include retirement planning, college funding, and many more.

• Mortgages
  We all know how critical the housing crisis has become. We’ll help you determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we’ll discuss options such as using a reverse mortgage as a source of income.
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• Education Funding
  The costs of a college education are continually rising, far outstripping the normal rate of inflation. We will help you determine your best approach to save for your children’s education, which could be either a 529 plan, prepaid tuition plan, or Coverdell account. We’ll also help you take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits.
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• Retirement Planning
  It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We will help you compare the relative benefits of stocks, bonds, and other retirement assets, and will explain the differences between such retirement plans as standard IRAs, tax-deferred annuities, and Roth IRAs. We can analyze your projected income and expenses and suggest investment funding techniques to help you ensure your golden years 10, 20, and even 50 years from now live up to your expectations.

Tax Services
Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need a tax advisor who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

• Individual Taxes
  We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.
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• Corporate Taxes
  Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large firm or small, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law
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• International Taxation
  The intricate laws of differing international tax jurisdictions have the potential for many pitfalls including double taxation. Whether your business is considering overseas expansion or is looking to qualify for tax-advantaged treatment under NAFTA, our international tax services can help you understand how foreign tax laws can affect your business.
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• IRS And State/Local Representation
  Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.