For Your Business

We understand the business owner’s perspective and we know that sometimes it can be lonely at the top. Making the heavy decisions for your business can put a lot of stress on your shoulders. At SPM&Co, we act as your direct partner working with you to understand which business components weigh more heavily than others, and then produce curated plans and services to reduce those worries.

For years we have helped business owners feel confident in the economic decision-making process by formulating solutions based on suitable planning and compliance strategies that change the trajectory of their cashflow and budget management.

We know every business is unique in their needs, goals, and opportunities. Because of that, we have created tailored programs that align with the different levels of a business’s journey. With our Forward Focused process streamlining the tax planning and compliance preparation procedures, we make working with us both easy and efficient from the discovery meeting, to the alignment meeting and all the way through to the final plan placement.

Get started by filling out our new business client questionnaire

More about our Programs


Tax Planning, includes:

Section 199A QBI Tax Optimization
Small Business Tax Deductions Optimization
Mock Tax Returns
"What-If" Analysis
Meeting to review, discuss and plan execution

Business Tax Preparation and Filing^

Annual Processing, includes:

Annual Reports to MASS Sec. of Commonwealth
1099s (up to five)

Calculation of Business Value (updated annually)

S-Corp Reasonable Salary Analysis

Personal Net Worth Indicator Calculation & Review

Business Workshop & Consultations:

Three (3) per year

3 Follow up/ follow through meetings to ensure execution

Industry Reports and Benchmarking Data

Report on & Consultation to review benchmarking, set KPIs and develop Management Scorecard. Additional Follow up/ follow through meeting to ensure execution

Unlimited "Quick Consultations" during the year

Unlimited "Quick Questions" during the year


ADVANTAGE

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Ascension

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ACademy

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