WE DON'T JUST RECORD HISTORY.
WE HELP YOU WRITE IT.
If you think you pay too much in taxes. You're not alone. Even the government thinks you pay too much. That's right. The Government Accountability Office estimates that taxpayers OVERPAY taxes by almost a BILLION dollar each year due to mistakes they and their tax preparers make on the tax return.
Typical tax professionals focus on putting the right numbers, in the right boxes, on the right forms. They do a great job recording history - usually the history YOU GIVE THEM!
At Nguyen CPA Firm, we don't settle for after-the-facts. We focus on proactive tax strategies to save you money even before the year end.
We don’t just record history – We help you write it.
The “other guys” offer the same old solutions, year after year. That means paying too much tax! We give you customized strategies.
The “other guys” offer "see you next year" service, with limited contact. At our firm, we offer ongoing planning service, meaning year-round support, direction and accountability.
What's the bottom line? You enjoy total confidence, knowing you pay the least amount of taxes legally possible while you work to achieve your dreams. It’s not what you make that matters. It’s what you keep that can make a difference.
INITIAL TAX PLANNING
You come to us with specific concerns in mind. Whether you're starting a business, questioning if an S-Corp is right for you, setting up payroll, wondering if you should hire your child, or dealing with high tax liability… we’ll address what’s keeping you up at night. We’ll review your tax return, assess your current situation, and understand your goals. Then, we’ll analyze your whole picture of tax and finance, test different tax strategies, and select the best approach to maximize your tax deductions.
This service is available year-round, but it's especially useful toward the end of the year when you have a pretty good idea of your income, or right before making important decisions such as buy/sell business or assets.
COMPLIANCE
Like any traditional tax office, we assist clients in staying compliant with the IRS and state authorities. We handle tax filings quarterly and annually, bookkeeping, payroll, and financial statements. Additionally, we can represent you and communicate with the IRS on your behalf, allowing you to save time and focus on growing your business and increasing revenue.
CONTINUING SAVINGS WITH OUR ONGOING CONSULTING SERVICE
As a busy business owner with limited time, you can count on our Consulting Service to manage ongoing tax savings, so you can concentrate on growing your business:
- Boost your business bottom line:
Review Financial Reports Quarterly/Semiannually
Suggest actionable steps to improve revenue & cut down expenses
Help with budgeting & forecasting
- Feel confident to make decision with a CPA on your side:
Analyze Profit & Loss from potential Real Estate, Franchise and other investments
Help structure the investment for your tax advantage
- Be proactive with year-end tax planning to pay the least amount of taxes:
Business Valuation if you’re looking to sell
Buy-Sell agreement if you have partners
Entity/Business Structure (C/S-Corp vs Sole-Pro)
Stock options & Capital Gain
Gift option for kids, tax-loss harvesting
- Other admin tasks you can count on us:
Income verification for loans, investments for accredited investors...
IRS - TWC letter correspondence, payroll issues
1099/W2 issuance
Working with Attorneys to work on your Estate Planning/Asset Protection
OUR GIFT FOR YOU!
Download this E-book and learn how our clients are able to deduct 6 figures in taxes and have a process in place to increase their wealth effectively. YOU can do the same!
What People Are Saying
“Haley is so knowledgeable and makes the whole process of tax preparation super easy. She breaks everything down to ensure you know exactly what is going on at every step of the process. In addition, her professionalism and organizational skills are superb!.”
— Derrica J
“Haley is first class by providing personalized care for our CPA and PFA needs. She takes the time to ensure our needs are understood and she ensures we have the right knowledge as we progress through our financial goals. We feel fortunate to have synced with her and plan to stay with all our financial needs.”
— Hans S
“Haley and her team are the best. They helped me tremendously. As a first time business owner, I was so overwhelmed with all the tax paperwork. Haley and Justine went above and beyond. They’re responsive and explain the process in detail. I’m so grateful for all their help.”
— Ivette R
“I wanted to write a review for Haley at Nguyen CPA firm. Haley gives 110% when working with me. She is ambitious, well educated in the field of tax and finance. No one can match her high energy, passion and hard work. Did I forget to mention the best reason to work with Haley? She is fun! Give her a call and see for yourself.”
— Star A