Our services, not only cover basic individual and business tax issues, but the more specialized areas of tax, such as non-profits, divorce and special needs planning. Our in-depth knowledge of these issues set us apart from just your average tax prep firm.
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for churches. Our church payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your church and your church staff while also keeping payroll running smoothly no matter how large your church and staff population become.
Church Tax Matters
Comprehensive tax reporting of employee compensation.
Clergy Tax Specialists
We give extensive tax advice for the administration of non-profit ministries. We are specialists in structuring clergy compensation to maximize tax strategies.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Special Needs Planning
When it comes to planning for your family member or loved one that has special needs, you want to work with someone who has specialized training. Ande Frazier, Partner, Peachtree Tax Advisors, is also a Chartered Special Needs Consultant, who can help give you guidance and strategies to make sure you navigate the complex journey of special needs life plans, government programs and Social Security with confidence and clarity.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continue prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Non-Profit Ministry Tax Consultation
We are specialists in “non-profit 501(c)3” tax return preparation, comprehensive planning of how to structure compensation and employee benefits.
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Divorce Financial Analysis
As a Certified Divorce Financial Analyst (CDFA®), Ande Frazier, Partner at Peachtree Tax Advisors, uses her knowledge of tax law, asset distribution and short- and -long term financial planning to achieve equitable divorce settlements. As a CDFA® and certified para-legal, Ande will work with you and/or your legal team to help provide in-depth financial analysis and advice related to your divorce.