Proactive, Professional Services with a Personal Touch
Business valuation is a complex process requiring broad knowledge of finance and business, expert application of recognized valuation methodologies, and diligent adherence to professional standards. It is an art, rather than a science, in which sound judgement based on solid experience in the discipline is of the utmost importance.
We have extensive experience and can help you value any asset to assist you in selling your business, providing financial information for a business loan, assisting attorneys in litigation and much more.
We have extensive experience in providing a wide variety of tax services to entrepreneurs and middle market companies. Paying tax is not something people like to do and is often ranked right up there with getting a root canal.
We can make the process less painful. Paying tax is often a sign of success. The greater the success, the larger the tax bill.
Filing and paying tax obligations. We focus primarily on income and estate tax compliance and can prepare federal and state:
We can also provide companies that need assistance with payroll sales tax or business license issues.
Selecting from C corporation, S corporation, partnership, limited partnership, limited liability company, and sole proprietor. There is no universally correct structure. An entity structure that works for General Electric likely will not work for a mom and pop company. We can explain the differences and help determine which one is appropriate for your specific situation. We will also monitor your situation to see if changes are warranted. Often the initial structure is only valuable for the short term and may eventually become a liability.
Entails a detailed scrutiny of how best to structure a proposed transaction, given the Company's existing structure and tax attributes. We have extensive experience with real estate transactions for investors and developers.
We will assist taxpayers in assessing the relative merits of various proposals in light of their specific risk tolerances while keeping in mind that the tax rules specify that a taxpayer is required to have a more than 50% chance of prevailing if a transaction or strategy is challenged by the Internal Revenue Service.
If you own a business, want to protect your wealth, or determine how much an asset is worth, you will at some point need professional valuation services. We can assist. We can help you achieve your financial goals with our valuation services.
Business owners often wait until the last possible minute before they consider what they need to do when it is time to sell their business.
Learn what you can do to prepare.
Why Our Customers Use Our Valuation Services
... is a Certified Public Accountant who has received the Accredited in Business Valuation (ABV) designation by the American Institute of Certified Public Accountants to members who have demonstrated experience and education requirements and who have successfully passed written examinations on the subject matter.
Jim has also been granted licensure by the National Association of Certified Valuation Analysts as a Certified Valuation Analyst (CVA) by meeting the organization's experience, education and testing requirements.
Jim is a member of The America Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the California Society of Certified Public Accountants. He has represented many clients before the Internal Revenue Service, Franchise Tax Board, State Board of Equalization and other government agencies on both valuation and tax matters.
Welcome to BizValPlus, inc.'s Resources section. The links and information provided is of a general nature. For more information on topics presented here, or for assistance with any of your tax or business concerns, please contact our office.
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