Tax & Accounting Consultation
In this meeting, we will identify your tax, bookkeeping, or accounting needs, and discuss business solutions, pricing, and packages.
This service is perfect to organize your businesses financial records, help plan and prepare for business lending, and ensure that your business is on the right path for growth and expansion.
Tax Planning & Proper Bookkeeping
Building a lasting business starts with education, planning, and actively working from your plan. When it comes to the overall success of your legacy/business, much will be in the fine details. To help with business lending and expanding your business model, you will want to ensure that you have the proper financial records to give your banking and lending institutions.
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Profit & Loss Statements
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2-3 Years of Tax Returns
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Positive Reporting Line 31
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Year-To-Date Financial Reports
To name a few, and here's a little tip. Just because you can write off tax credits, does not mean you should! Before you deduct from your business AGI, speak with a licensed CPA or Certified Tax Professional and to ask yourself, "what are my business goals?" Because if you want to apply for a loan, access more credit, purchase a home in the name of your business, these are a few things that you DO NOT want to have a negative reporting line 31 on your tax return. Let our team help you navigate these waters, and our partnership with TaxNest Financials gives you access to licensed CPAs and Certified Tax Professionals at the fraction of the cost.
Tax Planning For Families
If you don't have a business, that's okay. ALCC helps both individuals and business's to properly plan and prepare for long-term financial success. One way we help families is through our tax preparation services. Contrary to the belief, tax planning is just as important to the individual as it is to business owners. Understanding where you stand with your tax profile will help you when it comes to purchasing assets.
One in particular item would be purchasing a home. Lenders will ask for your resent tax return to help you qualify for mortgage lending.
Therefore, proper tax planning and preparation can make the difference between being able to purchase your dream home or being turned down for a mortgage. ALCC's exclusive partnership with TaxNest Finanials can assist you with preparing and filing your tax returns, ensuring that you take advantage of all available tax credits and deductions. By working with ALCC, you can have peace of mind that your tax profile is in good standing, allowing you to confidently pursue your financial goals, such as homeownership.
Having a well-planned tax strategy can also help you save money in the long run, which can be put towards purchasing a home or other assets. Additionally, ALCC offers financial planning services to help individuals and families make informed decisions about investments and savings. Our team of experts can guide you through the process of setting financial goals, creating a budget, planning for retirement, begin investing, and developing a plan to achieve those goals.
By working with ALCC, you can take control of your finances and work towards a brighter financial future.
TESTIMONIALS
"ALCC is amazing at what they do! A one stop shop for all your financial and life mentoring needs. I am apart of the credit flex and tax nest programs. With the credit flex we receive weekly financial calls to help us improve our finances. This has helped us understand and build our financial house, as well as a good budget we can stick to as a family."
Azha M. North Carolina, Business Owner
"5 star review on great customer service and care on the important values in my life. This business has really helped me financially and Kerstin and Dr Erika are the best! Taxes, Finances, credit, life insurance these are the main balance to a stress free life!"
Deidre M. North Carolina, HR Director