WHAT WE DO
Don't know how to properly set up a new business?
Not sure what the tax implications are?
Action Plan:
We develop an action plan for your new business that includes advisory services such as:
- Entity Structure Planning - Should you be a Corporation, LLC, Sole Proprietor?
- Income Strategies
- Business Operations and Documentation
- Tax Efficiency Analysis
- and more...
Maintenance Services:
- Tax Preparation for both Individual and Business
- Tax Projections
- Payroll Services
- Sales Tax Services
- Bookkeeping Services
1
Schedule your Complimentary
Discovery Session
2
Once you enroll, we'll immediately begin designing your custom success plan
3
We'll follow our proven
process to maximize your profits
SCHEDULE YOUR COMPLIMENTARY DISCOVERY SESSION TODAY!
We understand what an entrepreneur needs and wants in their tax planning!
Our Soloway Business Advisory program is a customized plan designed for you and your business. It provides one-on-one coaching to help ensure you have the right solutions in place for your business and growth!
We develop an action plan for your business that includes advisory services such as:
- Entity Structure Planning - Should you be a Corporation, LLC, Sole Proprietor?
- We will review best entity selection and utilization for your business
- Identify compliance and necessary documentation
- Income Strategies
- Develop a wage plan for owners / officers
- Structure wages based on cash flow
- Business Operations and Documentation
- Review current P & L and chart of accounts to ensure proper business expense categorization.
- Evaluate opportunities for missed or unused deductions.
- Cash Flow Planning
- Identify what percentage of income you can keep
- Tax projections to help you understand your tax liabilities for the year.
- and more...
Our Advisory Program focuses on
three important areas:
1
Strategy Session
From our Strategy Session,
we WILL help you determine what other types of tax-efficient tools and solutions you may benefit from.
2
Implementation
Our Business Coaching program is designed to not only provide the solutions and tools you will need to become tax-efficient, but we also provide the documentation and implementation of
the tools necessary to ensure
 the best end result.
3
Review & Adapt
The last step of our Advisory process is to review your game plan on a regular basis. We know (and expect) things change as time goes on. Understanding this will mean you game plan may need to be altered or adjusted as your business changes.
SCHEDULE YOUR COMPLIMENTARY STRATEGY SESSION TODAY!
Soloway Advisory provides accounting solutions to all types of entrepreneur clients. We can help you design a system that will work for you. Most of our clients use QuickBooks as their accounting solution.
We provide complete, rapid and uncompromising support when you need it and will help you identify all the sources of income and related tax savings.
Quarterly Reconcile
For clients with some additional complexity and reporting requirements, we offer a quarterly reconcile program to ensure accuracy and reconciled books.
Full Service Data
Entry & Reconcile
For clients who chose to outsource data entry and reconciliation, we can customize an accounting system to meet the needs of your business.
Our Accounting/Bookkeeping Solutions:
Customized Payroll Solutions that fit your needs
We work one-on-one with you to determine the appropriate services that you need for your business.
After-the-fact payroll services:
We will prepare your payroll reports and provide where necessary:
- IRS and State Tax Reporting, as well as EFTPS Tax Deposits.
- Quarterly, and annual payroll tax reports, including W-2, W-3, and 1099 Forms.
Comprehensive Payroll Services:
We have close relationships with 3rd Party payroll companies like ADP, Paychex, Zuma, ACE, and more, to make sure your transition to their system is seamless.
Payroll Solutions for your business made easy!
We prepare your sales tax reports based on Annual, Quarterly or Monthly filing.
We are skilled in using many 3rd party POS Systems to prepare your sales tax reports such as Merchant Services, Shopify, Square, Paypal, Venmo and many more, taking the burden off of you.
