In recent years, investors have had to keep pace with their portfolio companies and must pay careful attention to cash flow, tax treatment, and capitalization rates.
Keeping pace with our clients is no easy feat. That is why we’ve developed tools and metrics that help investors and private equity firms understand their own progress against goals and how they measure up to the rest of the industry. To keep up with our clients, we’ve developed an advisory program to consistently deliver a first-rate client experience. Our proven method for delivering a successful On-Ramp includes:
- Prior Year Tax Return Review of Investors, LPs, and Portfolio Companies Covering Missed Strategy and Deductions
- QuickBooks, Xero, Accounting Systems Diagnostic
- Financial Projections & Tax Liability
- Tax Credits Analysis
- Entity Considerations, Structuring Optimization, and Tax-Optimal Buy-Sell Agreement
Our focus is well beyond tax return filings, as we find investors are looking for a partner who can constantly deliver more. And that’s just what we do in our On-Ramp program.
On-Ramp for Portfolio Investments and Companies
Business and entrepreneur tax returns and compliance
Quarterly estimated taxes
Tax credit analysis
IRS controversy correspondence, representation, and audit defense
Financial reviews and bookkeeping
Quickbooks or Xero accounting diagnostic
Chart of accounts
Key Performance indicators benchmarking
Systems integration and automation
Accounting software implementation
R&D and Work Opportunity tax credit tracking automation
Accounting system integration
Why Do I Need A Strategic Tax & Accounting Advisor?
Avoid Unnecessary Penalties
Software products don’t fight penalties or take little-known deductions. We do.
Deliverables and Strategy Focused
We make sure that our advisors are aware and transparent about the goals for each client.
Live & Ongoing Strategy
We provide “live” advice that ensures you take action to realize available savings before the ink “dries” on your financials.
Our tax experts know how the IRS works and how to save $1,000’s in tax without raising red flags.