His CPA PC is Seeking Good Clients: Doing God’s Work One Tax Return at a Time

Taking Christianity Into the World

Frequently we are called to meet with potential clients and to ensure that there is good fir between both a client and a CPA firm. At His CPA PC we do not want every client we meet with as God is in charge of which companies come to work with us. Our responsibility as believers it to love others unconditionally and to speak absolute truth into the lives of others.  Our task therefore is to speak the truth plainly and to let our word be true.

Matthew 5:37 Simply let your ‘Yes’ be ‘Yes,’ and your ‘No,’ ‘No’; anything beyond this comes from the evil one.

The below is a sample excerpt from a letter we might send to a client to ensure good, easy to understand words, which we all need in this cluttered world:

I appreciate the opportunity to present our firms services to you and your most gracious gift of $500 in appreciation of our time and effort. I believe my firms services would be an ideal fit for your firms needs. If you talk to our references and to get a better feel for our services you would be most favorably inclined. The door is always open and hope to hear from you soon. 

Very Sincerely Yours,  John C. Dillard, CPA,   President 

Top Ten Reasons to Hire a Christian CPA Firm

1. You do not have an account number at our firm. We believe our clients are much more than just customers. My goal for all of my clients is that they become lifetime friends.
2. We are able to see the forest and the trees simultaneously helping to ensure that your short term decisions do not become long term problems.
3. We can serve as a part-time Virtual CFO providing technical guidance and wisdom to issues you did not even know you have..
4. Our tax planning and ability to  think ”outside the box” does not limit us to the status quo, while always being open to business, tax and paradigm changes.
5. The “Golden Rule” are not just words to us. Our primary focus is you, being sure to tailor our firms services to your needs.
6. Fast efficient turnaround in your work/returns. Most work is completed within 48 to 72 hours = Good Returns Fast.
7. We know that by focusing on the details that the big picture becomes clearer.
8. We return your calls within just a few business hours. 
9. We value the truth of the Bible and look to apply His word in all phases of our business and personal life. We believe God wants to apply His truth to all phases of our life and not just “on Sundays.”
10. You want results and your desire is to “Remit Unto Caesar what is his, and not one penny more.

 ”Dare to Attempt Something so Great for the Kingdom of God, that it is Doomed to Failure Lest God be in it!”

 John Dillard, CPA of His CPA, PC (An Atlanta CPA firm) 1940 Woods River Lane, Duluth, GA 30097  Phone 770-814-9304   http://www.hiscpa.com/    (All Rights Reserved) To retain John Dillard CPA (An Atlanta Christian Speaker/Author) for your business group or church congregation, you can contact him today at 770.814.9304. To discover John Dillard’s Published Books and their vision visit  http://www.john-dillard.com/

We advise clients on: IRS representation, Offer in Compromise, Tax Problems, Incorporation in Georgia, Corporate and Personal Income Tax Returns, Part-time CFO, Virtual Controller, Business Planning, Offer in Compromise, Back Taxes, Business Acquisitions/Sales, Forensic Accounting, Business Valuations and Bookkeeping.

Serving Atlanta, Duluth, Gwinnett, Barrow, Bartow, Carroll, Cherokee, Clayton, Coweta,  Douglas, Fayette, Forsyth, Fulton, Gwinnett, Henry, Newton, Paulding, Pickens, Rockdale, Walton, Barrow, Bartow, Carroll, Henry, Newton, Bartow, Walton, Rockdale, Barrow, Spalding, Coweta, Dawson, Douglas, Fayette, Newton, Paulding, Spalding, Walton, Henry, Paulding, Douglas, Coweta, Canton, Covington, Douglasville, Druid Hills, East Point, Forest Park, Griffin, Lithonia, Mableton, McDonough, Milton, Mountain Park, Newnan, Powder Springs, Stockbridge, Union City, Villa Rica, Winder, Woodstock,  Smyrna, Sandy Springs, Marietta, East Point, Gainesville, Snellville, Buckhead, Buford, Peachtree City, Dunwoody, Kennesaw, Decatur, Conyers, Stone Mountain, North Fulton County, DeKalb County, Hall County, Clayton County, Cobb County, Forsyth County, Hart County, Jefferson County, Duluth, Atlanta, Alpharetta, Johns Creek, Lawrenceville, Milton, Norcross, Snellville, Roswell, Buford, Cumming, Grayson, Lake Hartwell, Suwanee, Sugar Hill, Loganville, Lilburn, Dunwoody, Gainesville, Decatur, Atlanta GA, Gwinnett County, North Fulton County, Cherokee County, DeKalb County, Hall County, Clayton County, Cobb County, Forsyth County, Hart County, Jefferson County, Duluth, Atlanta, Alpharetta, Johns Creek, Lawrenceville, Marietta, Milton, Norcross, Snellville, Roswell, Buford, Smyrna, Marietta, Cumming, Grayson, Hartwell, Suwanee, Sugar Hill, Loganville, Lilburn, East Point, Gainesville, Snellville, Buckhead, Buford, Peachtree City, Dunwoody, Kennesaw, Decatur, Conyers, Stone Mountain, Decatur. Sandy Springs, Peachtree City, Douglasville, Newnan, Griffin, Woodstock, Carrollton, Forest Park, Canton, College Park, Cartersville, McDonough, Riverdale, Fayetteville, Covington, Stockbridge, Conyers, Clarkston, Barrow, Bartow, Butts, Carroll, Cherokee, Clayton, Coweta, Dawson, and Douglas

What Can a Part-time Virtual Chief Financial Officer (CFO) Do For You 

Hiring a Professional CPA to Help You Manage your Entrepreneurial Based Business 

Knowing When to Say When is the first step toward prudent business management. Realizing that your talents are in the design and implementation of your business and its operational issues are not in “money and tax management” is the start of maximizing both you and your business financial success while limiting your tax obligations as much as legally possible. Below is a sample letter we might send to a business owner seeking to understand their business, financial and tax options: 

Thank you for the opportunity to evaluate your 2010 Corporate Tax Return for your  LLC.  For convenience I have recapped my initial thought and provided links to our web site for your further review. I would welcome setting up a time to go over these in more detail:

LLC’s can Legally Convert to an S Corporation Saving Thousands Annually : LLC’s came in vogue when the state of Georgia enacted legislation allowing an LLC to be established. Although the LLC does allow for some greater flexibility and ease of operation it often results in a higher tax obligation that might not have been incurred if the business was an S Corporation. Tax law treats all the earned income from an LLC as being subject to both FICA & Medicaid taxes whereas an S Corporation has to pay those taxes reflected on W-2’s. For tax purposes, the law allows an S Corporation to legally convert to being an S Corporation as long as all active employee/owners pay themselves a fair and reasonable salary. This number is best determined by the facts, position, and profit of a business and the truest test of this calculation is what a business owner would have to pay someone else to perform their position. There are only four rules to qualify for being an S Corporation.  You must: Have a December 31st year-end. Have less than 100 shareholders. Have shareholders who are U.S. citizens or resident aliens. Have only one class of stock.  To understand more about how entities are taxed visit http://www.hiscpa.com/article6.html

Consider setting up a qualified profit sharing plan in addition to what you have already done in order to both attract and retain employees, plan for your retirement, and to lower your annual tax liability. If for example you set aside an additional $30,000 to profit sharing you would save approximately $10,000 annually. To begin an initial understanding of Retirement Plans for your business see http://www.hiscpa.com/retirement-planning.html  

Finding Missed Tax Deductions is a annual goal of both the CPA and the client alike. Ensuring that you find any and all business expenses that can be claimed focuses on both seeking to find Un-reimbursed business expenses. Regardless of one’s skill level or record keeping ability, it is difficult to recall all business expenditures that one incurs in the day-to-day normal business operations.  Thus, it is critical to routinely track and record business expenses as they are incurred.  To best do this owner would be prudent to document business mileage and other expenses each and every day as they are incurred.  Turning in expense reports at least once a month are also excellent barometers to ensuring that no business expense is missed.  For it is impossible at year-end or after a protracted period to recall the variety of expenses incurred for which daily tracking and recording alone will discover. To read more visit  http://www.hiscpa.com/maximizing-deductions.html  

When a business looks to acquire a new building I would suggest having the owners buy it in the name of a separate LLC so as to protect the asset from both corporate and personal liability and then to rent the building from the new LLC. I would suggest setting this up as a triple net lease. 

I suggest we review your Shareholder Agreement to ensure that it is properly drafted both to reflect your wishes and to ensure continuation of your business. 

If the Lawyers/Owners are married I would consider shifting assets to their wife to limit their exposure to Professional Liability Statutes/Issues. 

I would suggest that the owners have not recently done so that we all meet with a tax attorney to discuss:

-Setting up family trusts to protect assets from personal liability.

-Do estate planning to cover the anticipated estate taxes that might be due and to purchase key man life insurance to fund any expected liability, to ensure that corporate assets do not have to be sold in the event of the loss of one of the partners. 

These are just a few of my initial thoughts and we can help you business by serving as a Part-time/Virtual Chief Financial Officer and CPA for your business and tax needs.

John Dillard, CPA of His CPA, PC (An Atlanta Christian CPA firm) 1940 Woods River Lane, Duluth, GA 30097  Phone 770-814-9304   http://www.hiscpa.com/    http://www.john-dillard.com/

We advise clients on: IRS representation, Offer in Compromise, Tax Problems, Incorporation in Georgia, Corporate and Personal Income Tax Returns, Part-time CFO, Virtual Controller, Business Planning, Offer in Compromise, Back Taxes, Business Acquisitions/Sales, Forensic Accounting, Business Valuations and Bookkeeping.

Award Winning Atlanta/Duluth/Alpharetta CPA Serving Metro Atlanta & Beyond

We are pleased to offer your enterprise a unique “Virtual” Chief Financial Officer, line of services. As CPA and “Virtual” CFO, your business’ success is nearly assured through assistance that will help you avoid those costly mistakes that often stop a new enterprise dead in its tracks.

Please take a few minutes to browse the information contained on this web site to see just what a qualified, highly respected CPA can do for your company. Keep up with current financial and accounting news in John Dillard’s Blog: Accounting News and Notes Below is a recent inquiry we received off of my web site:

I would like to know if you know of a Good Christian Tax person like yourself in the Ft. Worth, TX area.  Thank you, 

Below is my response: 

Thanks for visiting www.HisCPA.com We take care of several clients throughout the U.S. and have one in Europe. With technology is it as easily for someone miles and miles away to stay well connected. 

On the contact page of my web site www.HisCPA.com I have a checklist you can use to pull your information together. I look forward to hearing from you soon. 

Cheers, John Dillard CPA, 770 814 9304 

John Dillard, CPA of His CPA, PC (An Atlanta Christian CPA firm) 1940 Woods River Lane, Duluth, GA 30097  Phone 770-814-9304   http://www.hiscpa.com/    http://www.john-dillard.com/ To retain John Dillard CPA (An Atlanta Christian Speaker/Author) for your business group or church congregation, you can contact him today at 770.814.9304 

His CPA PC…A Christian Atlanta CPA Firm: Never Underestimate the Long-Term Benefits 

Dare to Attempt Something so Great for the Kingdom of God that it is doomed to failure, lest Christ be in it! 

We advise clients on: IRS representation, Offer in Compromise, Tax Problems, Incorporation in Georgia, Corporate and Personal Income Tax Returns, Part-time CFO, Virtual Controller, Business Planning, Offer in Compromise, Back Taxes, Business Acquisitions/Sales, Forensic Accounting, Business Valuations and Bookkeeping