Risk Management

SCHEDULE AN APPOINTMENT

Tax Services for Businesses and Individuals

Today’s tax laws are complicated. Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.

At EveryDay CPA, we serve both individual and business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. We offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities.

How Can We Help You?

At EveryDay CPA, our success is based on your success. Take a look at the links to our services below or contact us to learn how we can save you time and money with our comprehensive tax services.

FEDERAL AND STATE TAXES

401(K) MANAGEMENT

WEALTH SUPERVISON

FEDERAL AND STATE TAXES

EveryDayCPA is committed to helping business owners pay the minimum amount of taxes while in full compliance with all relevant laws, rules and regulations. It is our belief that taxpayers have a duty to only pay the minimum amount of tax. But, also a duty to be honest and truthful in their tax management practices.

We believe all businesses need good tax liability guidance and consulting. These services have historically only been available to high-end business taxpayers. Our Tax Liability Risk Management System is created as a low-cost, highly effective tax risk management service for your business.

We believe our services, if fully employed, adopted and utilized, will result in three key and critical outcomes:

Lower taxes, lower expenses and higher free cash flow
Do-it-Yourself (DIY): You do it all. We review your work. We can help with QuickBooks™ training.
Do-it-Together (DIT): You do some. We do some. We review all.

For a confidential phone call or zoom meet, make an appointment and let’s talk about how we can help you live a happier, healthier, and wealthier life.

SCHEDULE AN APPOINTMENT

RISK MANAGEMENT: 401(K)

Knowing the Strengths, Weaknesses, Opportunities, and Threats (SWOT) of your 401(k) and IRA plan is critical to understanding and managing your portfolio risk.

We focus on the three most critical areas of ALL 401(k)/IRA portfolios:

Hidden fees of expense identification and mitigation in 401(k) plans have a significant, negative effect on your 401(k) return on investment
Bank trustee custodians who can accommodate alternative investments beyond traditional stocks, bonds, and mutual funds
Assets that will increase in value if your 401(k) and IRA mutual fund assets decline in value

SCHEDULE AN APPOINTMENT

OUR BUSINESS

THIS PAGE

OTHER PAGES IN THIS CATEGORY

GET THE LATEST INFO

I would like to receive future communications

I agree to the GDPR & CCPA Terms & Conditions

WEALTH SUPERVISION

The supervisory of the decision-makers and influencers involved with your financial assets is a critical role. It must be performed by a team that knows and understands the securities and financial markets. This includes asset allocation, portfolio construction, and securities selection. The principals at EveryDayCPA have a long history and experience in these markets and activities.

Register your cell phone with us to receive our FREE strategy, tax, accounting, and risk management tips to increase profits and decrease liabilities. We drop a short audio message for you to listen to on your cell phone at your leisure. Our clients say this has saved them thousands of dollars in taxes.

About Contact Privacy Policy Terms of Use

(800) 432-9980

EMAIL: INFO@EVERYDAYCPA.COM