OUR SERVICES
Our structure allows us to be able to provide the most advanced tax planning and advice while also having a broad level of expertise that encompasses all levels of planning. The key to our success is our “hyper-reactivity” to the needs and requests of the clients so that they feel comfortable contacting us for anything that in any way affects them financially, regardless of the nature of the request. This model builds a level of trust with Pro Athlete and Executive Consulting that is stronger than that of any other professional or even family member which leads to a lifelong relationship that allows us to be relevant in their lives for years after their playing or working days have ended.
The core services that we would provide through our team would be CFO Services (Creating Family Office Structure, Financial Organization, Life Management Services) and Advanced Tax Planning and Preparation.
TAX PLANNING & PREPARATION
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Proactive Tax PlanningHelping you to establish the proper tax home Making sure you have evidence of residency Running tax projections before the season starts Reviewing withholdings for every paycheck you have Verification of withholdings on W-4 Form
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Personal and Business BookkeepingCreation of a financial compilation for previous years Tracking all personal income and expenses monthly Also tracking all business income and expenses monthly Preparing monthly personal Profit and Loss statements Also preparing monthly P&L statements for all businesses Giving you access to Quickbooks so you can check daily
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Tax Return PreparationFiling personal federal tax return Also filing business federal tax returns Preparation of all state tax returns Annual foundation return preparation Family member tax returns
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Advanced Tax ServicesCost segregation studies for investment real estate Depreciation calculations for all real estate Business return analysis
PRIVATE CFO SERVICES
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Proactive Tax PlanningHelping you to establish the proper tax home Making sure you have evidence of residency Running tax projections before the season starts Reviewing withholdings for every paycheck you have Verification of withholdings on W-4 Form
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Personal and Business BookkeepingCreation of a financial compilation for previous years Tracking all personal income and expenses monthly Also tracking all business income and expenses monthly Preparing monthly personal Profit and Loss statements Also preparing monthly P&L statements for all businesses Giving you access to Quickbooks so you can check daily
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Tax Return PreparationFiling personal federal tax return Also filing business federal tax returns Preparation of all state tax returns Annual foundation return preparation Family member tax returns
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Advanced Tax ServicesCost segregation studies for investment real estate Depreciation calculations for all real estate Business return analysis
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