
| Services We Provide FOR TRUCKER OWNER OPERATORS, FEDEX & OTHER LONG HAUL TRUCKERS NATIONWIDE We also provide: TAX PLANNING NOW! Buy a Tax Strategies Audio CD by B. Joe Rosa, CPA And We'll Refund the $19.95 Full Price against your First years Tax Preparation Fees! And, FREE Shipping! Dear Clients and Friends: If you want to save real money on your taxes and increase your overall bottom line, Now is the Time to consider and take action of the following: Get your record keeping in order, waiting till after year end will make it nearly impossible to take advantage of certain actions that must be taken before the end of your tax year. How often should you be preparing financial statements? When does it make sense to pass on the record keeping functions? Know the benefits of the form of your businesses tax/legal status. Why should you stay a sole proprietor, corporation, partnership, LLC or other forms? Selecting the correct Entity type will have significant tax and other consequences that will affect your wealth, consistent with your particular fact pattern. Who should own the assets used in your business? When does it make sense to employ family members? How to maximize employee benefits to attract and keep quality team members? Why a Keogh Plan may not be your best retirement plan? When does it make sense to own versus lease business assets? What are the tax benefits of home ownership versus the economics of renting? When should you sell that stock that has lost its value, or hang on to it? Are these expenses tax deductible? How often should I consult with my tax and financial professional CPA? When should I use a CPA over a bookkeeper? When is it prudent to employ an attorney over a CPA? The above is not all inclusive of the considerations all business people are faced with, but, if you have questions about them or any other unanswered questions, we are here to help you now. Sincerely, B. Joe Rosa |
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