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.
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More about our Programs
Tax Planning (4th Qtr), includes:
Section 199A QBI Tax Optimization
Small Business Tax Deductions Optimzation
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)
Industry Reports and Benchmarking Data
Report on & Advisory Session (2nd Qtr) to review benchmarking and KPIs and develop management scorecard
Advisory Session(s) (3rd Qtr) to ensure execution and follow-through (times per year)
Unlimited "Quick Consultations" during the year
Unlimited "Quick Questions" during the year
ADVANTAGE
YES
YES
YES
YES
Ascension
YES
YES
YES
YES
YES
One (1)
YES
Ascension+
YES
YES
YES
YES
YES
Two (2)
YES
YES