Strategic Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.

Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds.

In developing the Plan, we help you break your company down into the core components.

How is the company defined?

What are your products?

Who are your competitors?

How will the company be managed?

What are the processes for ensuring financial health and approaching business risks?

You will benefit from our Strategic Business Coaching services if…

9

You are starting a new business or enterprise.

9

You are expanding a current business, or adding a new product or service to an existing business.

9

You are buying a business, product, or service.

9

You are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed.

In order to push your business to the next competitive level, you must…

9

Identify your target population, product or services, and the advantages you offer over your competitors.

9

Fully research the ways the need you have identified is currently being fulfilled.

9

Gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.

9

Formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.

9

Complete management plans and systems required to run your business.

9

Outline financial necessities, including start-up costs, operating costs, income projections and analysis.

9

Identify all building and equipment needs.

9

Create timelines for all current or initial products as well as projected projects.

A solid Strategic Business Plan will not only help you to obtain financing for your business,
it will help to assure that all your bases are covered as you begin or continue your venture.

The Most Significant Dangers During Tax Filing Season is not an IRS Audit

As tax season kicks off, it is essential to prepare for filing your 2024 tax return and to remain vigilant against scammers who are already active. Do not fall victim to their tactics. Many individuals neglect to safeguard their personal information online, and the...

Attention! Your Tax Return may be Marked for an ’Audit Review’

Many taxpayers are keen to submit their returns in order to receive a refund; however, it is crucial to first collect all necessary tax documents to avoid an audit. It is essential to remember that submitting an incomplete return can alert the Internal Revenue Service...

The IRS to Provide «Free File Software» Ahead of the Tax Season

The Internal Revenue Service's (IRS) Free File Guided Tax Software became available on Friday, January 10, for the 2025 Tax Filing Season. IRS Free File allows taxpayers to submit their federal tax returns and payments at no cost. Typically, private tax preparers...

California Wildfire Survivors May Obtain a One-Time Payment of $770

California residents impacted by the recent wildfires may qualify for a one-time payment of $770 from the federal government. This financial aid, known as severe needs assistance, is administered by the Federal Emergency Management Agency (FEMA) and is typically...

IRS Reveales the Start Date for the Upcoming Tax Season

The Internal Revenue Service (IRS) has officially announced that the tax season will commence on January 27, with federal tax returns due by Tuesday, April 15. If you are unable to file by the deadline, you can request an extension by submitting Form 2868 by April 15,...

Tax Incentives to Help Offset the Cost when Making Businesses Accessible for Individuals with Disabilities

Employers who hire individuals with disabilities or enhance their business facilities for employees and customers with disabilities may qualify for specific tax incentives. These incentives are intended to motivate employers to recruit qualified individuals with...

Can FSA Benefits be Spent on Service Animals?

Most people think of using their Flexible Spending Account (FSA) funds for medical treatment and material goods, but medically eligible expenses can also include a Service Animals. If your furry friend is part of a medical treatment strategy, some of the associated...

What is the 401(k) Plan for Self-Employed Professionals?

A self-employed 401(k) plan, also known as an individual 401(k) plan, serves as a retirement savings option for small business owners without employees, aside from a spouse. This makes it an ideal choice for sole proprietors, independent contractors, partnerships, and...

IRS Announces Increased Estate and Gift Tax Exemption for 2025

The Internal Revenue Service (IRS) revealed an increase in the estate and gift tax exemption for the year 2025. The “basic exclusion amount” will rise to $13.99 million per individual in 2025, up from $13.61 million in 2024, according to the agency. These exemptions...

IRS Reveals Updated Federal Income Tax Brackets for 2025

The Internal Revenue Service (IRS) has announced new federal tax brackets for 2025, reflecting adjustments for inflation. The standard deduction will rise to $30,000 for married couples filing jointly and $15,000 for individual taxpayers. Additionally, there will be...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us