Duluth/Gwinnett CPA: Income Tax Preparation & Financial Statements
Tuesday, October 23rd, 2012Duluth/Gwinnett CPA: Income Tax Preparation & Financial Statements
What Clients of John Dillard CPA Have to Say…“Atlanta CPA Serving as a Part-Time/Virtual CFO for Atlanta Business Owners for Thirty Years.”
Christian CPA – “Never Underestimate the Value”
Though all of our client situations are different and unique. Some, like the below we have been able to contribute, in the clients own words contributing “$400,000 you’ve saved me”, some client in the tens of thousands and others just in the thousands. Though our charge and responsibility at each and every client is varied, our goal for each client is the same, to save you much more and to contribute more than our fees. While serving as a Part-Time/Virtual CFO for Atlanta Business Owners for Twenty Years, we actively assist in the process of:
-Amending and correcting prior corporate and personal income tax returns claiming previously missed deductions.
-Working as a consultant/adviser with your Tax Attorney regarding estate planning, gifting and strategic business issues.
-Obtaining refunds from both the IRS and state for monies clients did not know they were legally entitled to.
-Making Tax Elections to convert LLC’s and C Corporations to S Corporations thereby legally avoiding double taxation and earned income assessments for FICA/Medicaid taxes.
-Obtaining Tax Relief from both the IRS and Georgia for previously assessed taxes. We have even received checks back from the IRS for previously paid monies.
-Assessment of financing needs and assisting and the obtaining of lines of credit and permanent financing.
-A keen understanding of shareholder issues and the design and implementation of shareholder agreements.
-Obtaining of financing for owner occupied properties.
Read what our clients have say…
JCDI, Lilburn, GA
Dear John,
We’re halfway through the year and it looks like we may actually surpass our projections of 40% sales growth over last year. I know we could not have survived this incredible growth without your advice and support. Or at least we wouldn’t have survived with our sanity intact.
This is a ‘Thank You’ note. You’ve been taking care of me and my company for close to four years now, and without thinking real hard, I can come up with about $400,000 you’ve saved me. Personally, you got me a tax refund of $3,000 that I didn’t expect, plus you got the IRS to waive $15,000 worth of penalties. Your advice on estate planning will save me and my heirs at least $200,000. For my company, you established a $35,000 credit line at a great rate because you managed to get three banks clamoring for our account. And best of all, you converted this company to an S corporation, saving us about $150,000 in taxes this year.
You’ve answered all my questions in English, in a way I could understand. You’ve talked to me as a person with a business, not a client with a checkbook. You’ve taken the time to get to know me, my business, and the way it all fits together. You’ve removed my burden of paper work and form filing and unbalanced ledgers and allowed me to concentrate all my energy on product development and increasing our sales. In short, your thoughtful attention to this company has made it possible for us to grow.
Again, thank you for your guidance. We really couldn’t have done it without you! Sincerely, Kim B., Business Manager
A Part-Time/Virtual CFO is one who becomes an integral trusted adviser and who has the ability to see both the “forest and the trees” at the same time. Thinking strategically while acting practically is a watchword that bodes well with long-term success. Adding value by strengthening internal control, accounting methods and procedures and business practices should all be the focus of good outside financial adviser/Part-Time Controller. Seeking first to understand, plain talk and judicious discernment are all hallmarks of prudent business management and profit maximization.
We are much more than a CPA firm. For a CPA who We strive to do much more than just prepare your taxes. We look to understand your business from the bottom up, by looking at all facets of your business. We come alongside you in your endeavors to succeed as an entrepreneur. Though we do not expect it, some of our clients have invited us to treasured and special family events. However our long-term goal is that you life, your business and your retirement are all better off as a result of our business relationship.
At His CPA we work to retain the best CPA’s on our staff and whose desire is to serve the Lord, by serving You, our client. Our motto of “Serving Him…by Serving You, One Tax Return at a Time” is not just a watchword but a legacy. Serving clients by the “Golden Rule” is where the “rubber meets the road.” This is just part of a series of letters where we highlight just a few of the recommendations and client letters we have received. Call us today and put our staff to work for you making sure you pay your lowest legal tax, avoid unnecessary penalties and long range planning. We look to provide CPA and Tax Return Advice you can trust. Put an award winning CPA to work for you today as past winner of the Georgia Accounting Advocate of the Year Award.
www.HisCPA.com 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 and Bookkeeping.
www.HisCPA.com A Christian CPA Firm in Duluth GA Proudly Serving Suwanee, Lawrenceville, Snellville, Lilburn, Duluth, Norcross, Peachtree Corners, Atlanta, Gwinnett, Johns Creek, Roswell, Forsyth, Flowery Branch, Buford, Dunwoody, Grayson, Alpharetta, Roswell, Dunwoody, Sandy Springs & Tucker as an Award Winning CPA
