Carpenter, Francisco & Associates Information

Our firm provides a wide range of individual taxation services, including: •Tax planning in order to ensure that you are taking advantage of all legal tax minimization opportunities •Tax compliance, with returns prepared using the latest in electronic return, and e-filing methods •Tax research, to help out with complication tax situations •Representation before taxing authorities, to help eliminate the confusion that tax notices, letters, and tax audits can cause. We offer accounting services, tax preparation and planning as well as business consulting services to entrepreneurs in every stage of their business. From new business needs such as entity selection and software set-up through problem-solving on accounting systems to ongoing support from an outsourced bookkeeper, we know how to help entrepreneurs leverage precious time and resources. We customize our engagements to align with the needs of your business. These weekly, monthly or annual arrangements allow owners and operators to gain the insight of a high-level professional without the salary and benefits burden of a full-time person. Our professionals understand that these services need to be performed in a prompt, personalized and cost-effective manner. Whether you are a start-up company or have been in business for decades, we are here to assist you with the following situations: •Growth of the business •Resignation of the current controller/CFO •Implementation of new accounting systems •Troubleshooting with accounting software •Tax filing deadlines •Payroll administration •Financial process improvements Analysis and recommendations on: •Appropriate business type and structure •Overhead •Strategic plan •Financial forecasts •Multi-state and local tax issues •Leasing versus buying •Growth strategy •Budgeting