Premier Tax and Finance Services

Planning Services

Planning Services

Tax Planning

Tax Planning & Education 
Tax planning is essential to helping you successfully and legally reduce your tax liabilities. In addition to making sure that your business is tax compliant, our tax professionals also can suggest tax saving strategies that will maximize your after-tax income.

We offer tax and education planning to assist start-ups, as well as, established businesses. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year.

We’ll also assist you with tax planning by:

  • helping you to defer income so that you can save money now and pay less taxes in the future

  • lower taxes on your income so that you can keep more of your earnings

  • lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given

  • lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.

If you own a small business or need help with individual taxes, working with a professional tax planning service can help save you more money. Premier Tax & Finance, Inc. offers the expertise that you need to save on your taxes at affordable prices.

 

Strategic Business Planning

Whether you are contemplating embarking on a new business venture, expanding a current organization or product line, purchasing a new business or reinvigorating a business that is in decline, it is essential that you have a Strategic Business Plan. Far more than a tool that can be used to get financing, a Strategic Business Plan provides a platform through which you can communicate plans that up until now have been nothing but loosely formulated ideas. Having a Strategic Business Plan that is thorough, accurate and well-articulated allows you to ensure that all of your business partners and thought leaders have a clear sense of where you want your company to go, and keeps everybody on the same page and focused on the same vision.

A Strategic Business Plan provides a snapshot of your company and where it is going. It spells out what your company is, what product or service it provides, what the competitive environment consists of and how you plan to thrive. It identifies the company’s management team, outlines the known risks and details the company’s financial health. With this information at hand you are able to:

  • Define your target customer and identify the ways in which your product or service will fulfill their needs.

  • Provide documentation of the research you’ve done into the need for your service or product, thus creating a justification for your plans.

  • Create a strategic marketing plan with detailed descriptions of your planned campaigns, promotions and timelines. You will also be able to utilize the competitive environment information to assess what the sales potential is, analyze the market conditions and how best to target your demographic, and to establish predictions and goals for your efforts.

  • Draw up a staffing plan that includes details regarding the level of expertise needed to support the organization, as well as the number of employees needed and what their skill set needs to be.

  • Create a management plan complete with descriptions of individual’s responsibilities and timelines.

  • Project start-up costs, operating costs, projected revenue and profits for an extended period of time, and other financial planning information.

  • Create a list of your business’ needs, from building and equipment to vendors and supplies.

A Strategic Business Plan is one of the most important and effective tools you can provide yourself for projecting your business’ financial needs. It will provide you with a clear perspective of what is needed to ensure your business’ success, as well as providing lending institutions and investors with the information that they need to make prudent decisions.

 

Business Planning

Premier Tax & Finance, Inc. helps you operate a more efficient and compliant small business.

We consider our role as an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning. Our advisors can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment.

If you want an objective opinion based on years of helping businesses similar to yours, you’ve come to the right place. Relying on our experience in strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions could be your best step toward greater success.

We can help you make logical decisions and avoid pitfalls that your business can do without. When you retain our services, you can rest-assured that your business is in good hands.

 

Business Valuation

There are a number of reasons and circumstances that require an accurate assessment of how much your business is worth. Business valuation comes into play when taking on new shareholders or attempting to negotiate a liability question. Merger discussions, estate planning, marital dissolution and shareholder equity are all common situations in which under or overvaluing your business can make a world of difference, and that’s why it is important to use an experienced business valuation service like Premier Tax & Finance, Inc.. We have extensive experience in assessing the values of a wide range of organizations, and we use our knowledge to gather all of the relevant information from both the current day operations of your business and your historical financial data. Premier Tax & Finance, Inc. are professionals who will take the time to do an objective, in-depth analysis, making sure that we have a full understanding of your business and then documenting our findings in a way that makes our assessment and valuation opinion easy to understand and fully defensible.

Premier Tax & Finance has experience in preparing business valuations for a variety of purposes, including:

  • Management buyouts

  • Leveraged buyout transactions

  • Purchase or sale of closely held businesses or business interests

  • For bank financing applications

  • Restructuring and recapitalization

  • Analysis and advice regarding pending purchase offers

  • Determining the value of employee stock ownership plans (ESOPs)

  • Medical practice buy-ins

  • Court-appointed dispute resolution

  • Valuation of subsidiaries, joint ventures and divisions for spin-offs or sales to shareholders

  • Disputes and litigation involving minority shareholders

  • Equitable distribution in divorce

  • Bankruptcy

  • Assessing and determining business damage

  • Fraudulent conveyance and solvency analysis

  • Mediation

  • Litigation consulting services

  • Binding arbitration

  • Disputes with the Internal Revenue Service/Reasonable officer compensation determination

  • 5 star ratingVery kind and fast service, highly recommend! Reached out to me almost immediately and answered all of my questions.

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    Matthew S.
    1/07/2021

    5 star ratingI have nothing but good things to say about Barry and his team at Premier Tax and Finance! They work around the clock to get everything taken care of in... read more

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    Lucie W.
    7/06/2020

    Barry is very professional and friendly! I've used his multiple times with nothing but great experiences, very detailed and helpful.

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    Josh Uranga
    1/15/2019
  • 5 star ratingGood people who went out of their way to help! They were patient, accommodating and informed.

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    Veronica O.
    8/25/2018

    5 star ratingVery satisfied with this business. Very responsive to emails and phone calls. Super friendly and knowledgeable. Thanks for your help!

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    Sara S.
    2/19/2018

    Honest, knowledgeable and caring. Barry and his staff are phenomenal. We refer clients to him all the time. If you are looking for someone that listens and... read more

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    Leila Jones
    1/28/2018
  • Barry is the best! Knowledgeable, professional, responsive.

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    L Montenegro
    1/15/2018

    Top notch all the way!! Knowledgeable, smart and honest!

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    Trevor And Leila Jones
    1/15/2018

    Premier Tax & Finance is hands down the best around and my family's go to trusted source for any and all financial matters. Premier Tax & Finance is not only... read more

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    Ryan S. Elmore
    1/15/2018