At Beta Solutions, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Our experience with the taxation of United States companies doing business abroad and residents working abroad as well as foreign corporations doing business in the United States or foreign citizens working in the United States has provided us with an extensive base of knowledge in the area of international taxation.

We have personally worked on hundreds of cases of people living overseas and people coming to the US for the first time. We in the United States spend an amazing amount of time to understand the tax laws and emphasize with those, who come to our country and have to learn their second, third (or oftentimes more) tax system. For more information, please visit our international tax page here.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

No one can predict the future perfectly, but we can all benefit from planning for it. We combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending.

Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Beta Solutions's financial statement services comprise different levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plan audits
• Corporate tax planning and return preparation

At Beta Solutions, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

• Entity selection and restructuring
• Financial projections and forecasts
• Debt and finances advising

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Beta Solutions CPA, LLC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

For some good blogs I wrote a few years back, please visit this site to learn more about business entity selection:

• Business Tax Series - Introduction
  
• Sole Proprietorships In General
  
• Taxation of a Sole Proprietorship
  
• Partnerships – In General
  
• Choice of Partnership Entity
  
• Taxation of Partnerships
  

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

When looking for a personal representation, people want and should demand experience. We have experience in audits, audit appeals and preparation for Tax Court proceedings and getting results. The is one of the few places we will say "Please contact us now here! " because time is precious in these cases.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Whether your needs are corporate or personal, Beta's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments. Trust our team of banking professionals, whom we work with closely, to deliver the best results.