How We Support Business Owners’ Tax Needs
Business taxes are complex, time-consuming, and consequential. We are your tax preparation resource when you are tired of reactive CPA firms whose response times are long and whose responses are general or canned and not customized to your business.
You should not have to remind your CPA of your business structure or suggest a tax-saving strategy in a windfall year.
At Ortega Accountancy, we are thinking about your taxes while you’re focused on running your business.
Services we provide
We consult regularly with our business tax clients to ensure that the necessary steps are being taken to mitigate IRS audit risks and minimize the tax burden. We are a conservative tax firm and do not recommend wild schemes to lower taxes. Rather, we focus on the smart decisions business owners can make before taxable events and the tools business owners can use to offset income to lower the tax burden.
Some of the Industries We Support Include…
Businesses in Multiple Industries
We Work With…
- Medical and Dental Practices
- Private & Post Secondary Education
- Retailers
- Manufacturers
- Non-Profit Organizations
- Wholesalers
- Commercial Organizations
Get on board!
- Initial consultation: We have an initial consultation to discuss your business’s needs, goals, and challenges. We ask questions about your business’s financial history, current operations, and future plans.
- Engagement letter: If both parties agree to move forward, we will provide an engagement letter that outlines the scope of services, fees, and other terms of the engagement.
- Gathering information: We request information and documents such as financial statements, tax returns, and other relevant records.
- Establishing communication protocols: We establish communication protocols, such as how often we will meet or have phone calls, and how we will share information and updates. We may also provide guidance on how to organize financial documents and records for easy access.
- Developing a plan: Based on the information gathered and your goals and needs, we develop a tax plan.
- Ongoing support: We provide ongoing support and guidance to our clients, answering questions and providing advice on financial matters. We also review the business’s financial records periodically to ensure accuracy and compliance.
How We Work
How we start our engagements and conduct them ongoing