Tax Management Services
At R L Cloud, CPA we guide 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.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. The role of R L Cloud, CPA 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 disburse one’s estate to avoid complications and to be sure 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.
Bookkeeping/Write-up
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. R L Cloud, CPA can help you with the organization and day-to-day tasks of bookkeeping so you can focus on your core business.
Payroll Services
R L Cloud, CPA payroll services can help you reduce the time spent on administration through developing and implementing a payroll system that will facilitate processing, timely payment of payroll and payroll taxes, and preparation of payroll tax returns.
Cash Flow and Budgeting Services
Good cash management can improve one’s own and a company’s liquidity, reduce costs, and increase profitability. R L Cloud, CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. Cash flow is something that can make or break one’s ability to survive. We can help analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your or your business’s success. The plan would be revisited when there were any major changes to ensure you are operating at an optimal level.
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. R L Cloud, CPA accounting services steers 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
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Business entity tax planning and return preparation
- Entity Selection and Restructuring
Your business entity has a big effect on your taxes and other financial issues. From your company’s inception through its growth and development, R L Cloud, CPA can advise you on choosing an entity type and later restructuring if advantageous.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Forecasting for the future is an important part of your company’s success. Depending on your needs, our work can range from top-level reports to detailed financial models.
Debt and Financial Advising
Whether your needs are business entity or personal, R L Cloud, CPA professionals can assist you in sorting out the different options available for debt management and financing that could 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 can handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
Compilation
Financial statement 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.