Tax Preparation and Tax Strategy
For Business Owners and Professionals
Tax Preparation
and Tax Strategy
For Business Owners
& Professionals
"Why didn't my old CPA tell me that?"
It is common for us to hear that from new clients.
Our clients want more than just a transactional tax preparation service.
And while accurate and timely tax preparation is crucial, our clients want advice on
How to lower their taxes
How to manage their bookkeeping so applying for a business loan or a personal mortgage
isn't a fire drill.
How to manage your business using financial metrics so you can make smart decisions
proactively.
"Why didn't my old CPA tell me that?"
It is common for us to hear that from new clients.
Our clients want more than just a transactional tax preparation service.
And while accurate and timely tax preparation is crucial, our clients want advice on
How to lower their taxes
How to manage their bookkeeping so applying for a business loan or a personal mortgage
isn't a fire drill.
How to manage your business using financial metrics so you can make smart decisions
proactively.
Accurate Tax Preparation
Legal Tax Strategies
Lower Taxes
WHAT WE OFFER
Tax Strategies To Lower Your Taxes
Certified Public Accountants
Business And Individual Returns
Our Services
Services We Offer
Accounting & Bookkeeping
We offer accounting to conservative business owners. With over 150,000 hours of collective experience, we will help you navigate today’s complex tax landscape.
Tax Preparation & Filing
If you just want tax preparation and nothing more, that’s ok… give us a call. We will be careful, accurate, and we will provide a good price for great work!
Strategic Tax Planning
If you have filed and want to start learning and planning your own tax outcomes, that’s where we shine the brightest! Better Planning = Better Outcomes
Bookkeeping
Why choose
Osborn Morano Getzen?
1. GAAP (Generally Accepted Accounting Principles) Accounting
When you apply for a loan, a bank underwriter can tell that your books are professionally prepared, which can improve your chances of your loan approval.
2. Outsourced Controllership
We can provide you with high level consulting and management of your company’s finances. In addition to offering independent oversight of your business financial reporting, we can assist in the understanding of cash flow, budgeting, tax implications, and developing strategies for your business as it relates to your financial operations.
3. Accounting Technology
Our technology platform gives all necessary parties selective access to your books at any time and provides for the secure and efficient exchange of your company’s financials.
4. Real Time Reporting
We can have your books updated daily and reconciled within 5 to 7 business days following the close of your accounting period.
Why choose
Osborn Morano Getzen?
Bookkeeping
1. GAAP (Generally Accepted Accounting Principles) Accounting
When you apply for a loan, a bank underwriter can tell that your books are professionally prepared, which can improve your chances of your loan approval.
2. Outsourced Controllership
We can provide you with high level consulting and management of your company’s finances. In addition to offering independent oversight of your business financial reporting, we can assist in the understanding of cash flow, budgeting, tax implications, and developing strategies for your business as it relates to your financial operations.
3. Accounting Technology
Our technology platform gives all necessary parties selective access to your books at any time and provides for the secure and efficient exchange of your company’s financials.
4. Real Time Reporting
We can have your books updated daily and reconciled within 5 to 7 business days following the close of your accounting period.
Who We Are
We live and breathe small business taxes and bookkeeping.
How To Get Started
Juggling the competing demands of your career and family can be overwhelming and leave time for little else. In today’s complex and rapidly changing world, we can help.
Identify Your Goals
& Gather Information
Meet with Kyle to tell your Financial Story
Build Personal Financial Plan
Acting as a fiduciary, we analyze your budgets, investments, insurance, taxes, retirement, college education, and estate plan.
Strategy Session
We will present all of the options that we think will help you and your family achieve financial success.
Implement Your Plan
We don’t represent any product companies, so we can search the market for the very best options for your future.
Download Our Tax Strategy Report For Business Owners
We have studied the tax code to identify tax strategies for business owners
Tax strategy is an ongoing process that takes place every year
Learn how you can apply these tax strategies to your business to keep more of your hard-earned money.
What Our Clients Say
Meet The Team
For a company to be world class it can only happen by hiring world class people. We have an experienced, diverse team of professionals. Our purpose is to empower them to be the best version of themselves every day.
We can help you achieve financial freedom, so you can focus more on what you enjoy in your life.
CONNECT WITH US
