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Accountant's Special Business Package


Our Accountant’s Special Business Package™ Includes:
 

GUIDANCE & CONSULTATION

We are always available to help you make accounting and tax decisions to help reduce costs, lower your taxes and increase profits. You receive unlimited concise discussions of all of your business, accounting, and tax questions. You can use us as your personal business consultants to better meet your objectives and make better accounting, tax, and business decisions.

TAX PLANNING & PREPARATION

Throughout the year you will be advised on current and new changes in the tax laws and how they affect your business. We would like to see the tax laws work for you, rather than against you. We can accomplish this with ongoing advice throughout the year. Saving you $$$ is our main focus.

TAX COMPLIANCE

In addition to your annual state and federal income tax returns, we prepare monthly and quarterly Payroll and sales tax returns and other compliance forms, leaving you worry free about deadlines and penalties. Peace of mind is what we provide.

ACCOUNTING & RECORDKEEPING

This includes financial statements which help monitor your business. We’ll also revise these reports, and communicate with you on how to increase your profits and reduce taxes. Monitoring the numbers with you to help your business is the key.

I ALREADY HAVE AN ACCOUNTANT. WHY SHOULD I TALK TO YOU?

It gets tougher all the time being in business in today’s California economy!

Ask yourself the following questions about your current accounting relationship.

  • Do you view your accountant as an expense rather than an investment?
  • Do you feel that your accountant should give you more advice on how to stay ahead of your competitors?
  • Do you feel that your accountant cares more about the numbers than your business needs?
  • Do you want to better understand how the numbers affect your day to day business operations?
  • Could you use some new ideas to help you control costs or save money?
  • Do you feel that you overpay in taxes?
  • Are your tax returns consistently filed late or extended by your accountant?


If you answered YES to one or more of these questions, you are NOT receiving everything that you should from your accounting relationship!

You owe it to yourself and your business to have us sit down with you and compare our "Accountant’s Special Business Package®" with what you are currently receiving!

There is no cost or obligation to compare.

 
Great Valley Financial, Inc.
343 East Main Street, Suite 715
Stockton, CA, 95202
Phone: (866)847-4572
peterholtz@hotmail.com

 

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