Dunwoody/Alpharetta/Johns Creek Virtual CFO: Assisting Growth Business Owners as a CPA
Being both a Certified Public Accountant with a Virtual Chief Financial Officer (CFO) allows our clients to experience much more than just tax return preparation such as:
Guiding business owners to set up a line of credit before the actual need occurred allowing for a smooth transition to cash flowing growth.
Advised a business owner on what type of retirement plan to set up for their rapidly growing Duluth company.
Reviewed the shareholder agreement of a Gwinnett client confirming that it indeed was not a workable document that would well serve the needs of the majority business owner.
Working with an estate attorney and a Lilburn client to help advise on the gifting of shares of ownership including limiting the new shareholders to non-voting stock, allowing the majority owner to more readily run their business.
Noted the opportunity for a Gwinnett business to utilize a like kind exchange, allowing for the deferral of long term capital gain.
Assisted LLC’s and C Corporations in converting to an S Corporation.
Followed up on the status of an IRS Appeal of an IRS Offer in Compromise.
Appealed the initial decision of an IRS penalty abatement request providing substantive reasons and an affidavit from the client.
Assisted a client in converting their Limited Liability Company over to an S Corporation for tax purposes.
Advised a client about some of the nuances of legally incorporating their business in Georgia.
Continued monitoring of a clients Offer in Compromise that is presently with the IRS Appeals Office. Forwarded correspondence to a taxpayer address the tax options of an Offer in Compromise, Paying the taxes and interest in full or setting up an IRS Installment Plan.
Helped a new client determine which entity choice is the best selection for the new business while working with a tax attorney.
Assisted taxpayers with their tax planning issues for 2011 and the coordinating the payment of old back tax issues and tax returns.
Discussed Penalty Abatement Issues with a Taxpayer facing a tax lien and a levy/tax problems, while carefully evaluating option and their practicality to taxpayers individual situation.
Advised a taxpayer that a rule of IRS Installment Agreements is that the taxpayer has to remain current in filing and payment on all future tax fillings or the Installment Agreement is voided.
Posted several articles on www.LinkedIn.com Posted several blogs on www.Twitter.com Posted several blogs on our blog at http://www.hiscpa.com/blog/ Posted several articles for one of the largest on line Christian Publications www.ChristianPost.com
At His CPA we believe God made us all to be much more than just someone with a job, someone going to school or a pew sitter.
God made you in His image and is looking each and every day for you to be His very hands and feet.
Seek to know what God wants you to do today for His Glory, Seeking His Will for you and your life while all the time, being Bold in Your Faith.
His CPA PC believes that the best defense is a good understanding of tax law and having a CPA who anticipates your needs and works for your best advantage. Let’s get started today on planning your wise entity choices. Served as an Award Winning Atlanta CPA…Providing Bookkeeping Solutions to Atlanta/Georgia Business Atlanta Part-Time Virtual CFO http://www.youtube.com/watch?v=ZDEgIDuDv_g&feature=mfu_in_order&list=UL
A Christian Atlanta CPA Firm: Never Underestimate the Long Term Benefits You can contact John Dillard CPA today at 770 814 9304