Santa Cruz Corporate Consulting

Quarterly contract rates start at $1,500 per quarter.

 

Corporate Contract Services

Strategic Tax Planning - A proactive approach to evaluating current operations and finances in order to structure an overall tax minimization plan.

Quarterly Meeting - A financial statement review with owners and bookkeepers to identify opportunities and trends for business planning purposes.

Transaction Structuring - An evaluation of anticipated transactions to provide recommendations on tax efficient alternatives.

Financial Consulting & Planning - Services include general business planning, retirement planning, education & goal funding, budgeting, estate plan consulting and more.

Tax Return Preparation - Includes preparation of S and C Corporation, partnership & LLC, individual, fiduciary, and other business tax returns.

Tax Audit Representation - Full service tax representation before the IRS or state taxing authorities. Including Examination, Collections and Appeals. Includes responding to tax inquiries and other tax notices.

Small to Medium sized Company In-House Tax Assistance - This service is provided to large companies needing assistance with in-house efforts on various tax projects. Services may include assistance with acquisition tax due diligence work, research credit analysis, transfer pricing documentation, and other international or domestic tax matters.