top of page

Individual Estate, Tax, and Financial Planning Services

We tailor our approach to your unique needs, we navigate the complexities of financial planning and tax regulations, ensuring your assets are protected, your tax burden is minimized, and your legacy is preserved.

 

Our services include:

  • Tax Strategy and Compliance

    • Preparation and filing of federal and state individual tax returns.

    • Development of proactive strategies to minimize your tax liabilities.

    • Guidance on complex tax situations, including capital gains, investments, and multi-state taxation.

  • Estate Planning

    • Assistance in creating wills, trusts, and other legal instruments for asset protection and transfer.

    • Strategies to minimize estate taxes and maximize the value of your inheritance.

    • Coordination with attorneys and financial advisors to align your estate plan with your financial goals.

  • Retirement Planning

    • Comprehensive retirement savings strategies, including IRAs and employer-sponsored plans.

    • Analysis of retirement income needs and cash flow projections.

    • Tax-efficient withdrawal strategies to optimize your retirement savings.

  • Wealth Preservation and Growth

    • Strategies for protecting assets from unnecessary taxation and market volatility.

    • Planning for major life events such as education expenses, home purchases, or medical needs.

​

​

Learn more about our services here: Blog

Bar Chart
Business Meeting

Fractional CFO
Services

Whether your business is scaling, facing financial challenges, or seeking strategic growth, we offer tailored financial leadership to help you achieve your goals and make informed decisions.

​

Our services include:

  • Strategic Financial Planning

    • Development of long-term financial strategies aligned with your business objectives.

    • Cash flow forecasting and management to ensure financial stability.

    • Scenario planning and risk assessment for strategic decision-making.

  • Budgeting and Forecasting

    • Creation of detailed budgets to guide operations and growth.

    • Regular forecasting to adapt to changing market conditions.

    • Variance analysis to identify opportunities and areas for improvement.

  • Financial Reporting and Analysis

    • Preparation and analysis of financial statements to provide clear insights.

    • Key performance indicator (KPI) tracking to measure progress and success.

    • Customized reporting to meet the needs of stakeholders and investors.

  • Profitability and Cost Management

    • Identification of cost-saving opportunities to improve margins.

    • Pricing strategies to maximize profitability while remaining competitive.

    • Optimization of operational expenses for sustainable growth.

  • Capital Management and Fundraising

    • Guidance on capital allocation and investment decisions.

    • Assistance with securing financing, including loans or investor funding.

    • Development of financial models to support fundraising efforts.

  • Business Process Improvement

    • Streamlining financial processes for efficiency and accuracy.

    • Implementation of tools and systems to support financial operations.

    • Internal controls evaluation to reduce risk and ensure compliance.

​

Learn more about a fractional CFO here: Blog

Real Estate Tax Advisory Services

At Paulson CPA, our Real Estate Tax Advisory services are designed to help property owners, investors, and developers navigate the complexities of real estate taxation.

​

Our services include:

  • Tax Planning and Compliance

    • Preparation and filing of tax returns for real estate transactions and holdings.

    • Development of tax strategies to minimize liabilities on sales, acquisitions, and income.

    • Guidance on 1031 exchanges, opportunity zones, and other tax deferral opportunities.

  • Cost Segregation Analysis

    • Identification and classification of assets for accelerated depreciation benefits.

    • Maximization of tax savings through cost segregation studies.

    • Strategic advice on depreciation recapture and asset disposition.

  • Real Estate Investment Structuring

    • Guidance on choosing the optimal entity structure for tax efficiency (LLC, partnership, etc.).

    • Advice on joint ventures, syndications, and real estate investment trusts (REITs).

    • Tax planning for multi-state and international real estate investments.

  • Capital Gains and Loss Strategies

    • Planning for capital gains and losses to minimize tax exposure.

    • Analysis of the impact of long-term versus short-term gains.

    • Tax optimization for property sales, refinancing, and restructuring.

  • Property Tax Consulting

    • Assistance with property tax assessments and appeals.

    • Strategies to reduce property tax obligations.

    • Analysis of tax implications of zoning changes or property improvements.

  • Estate and Succession Planning

    • Integration of real estate holdings into estate plans to minimize estate taxes.

    • Advice on gifting strategies and generational transfers of real estate.

    • Collaboration with legal professionals to ensure smooth succession planning.

​

Business Meeting
Lined Up Books

Accounting Services for Small Businesses

Our Accounting Services are tailored to help business owners streamline their financial operations, maintain compliance, and make informed decisions that drive growth. Let us handle your accounting needs so you can focus on growing your business.

​

Our services include:

  • Bookkeeping and General Ledger Management

    • Accurate recording of financial transactions to keep your books up-to-date.

    • Regular reconciliation of accounts to ensure accuracy and reliability.

    • Organization and categorization of expenses for clear financial oversight.

  • Financial Statement Preparation

    • Preparation of monthly, quarterly, and annual financial statements.

    • Insights into profit and loss, cash flow, and balance sheet performance.

  • Payroll Processing

    • Efficient and compliant payroll processing for employees and contractors.

    • Payroll tax filings and reporting to meet federal and state requirements.

    • Management of employee benefits and deductions.

  • Accounts Payable and Receivable Management

    • Timely processing of vendor invoices and payments.

    • Monitoring of customer payments and follow-ups on overdue accounts.

    • Optimization of cash flow through effective AP/AR management.

  • Tax Compliance and Preparation

    • Preparation and filing of business tax returns, including sales and payroll taxes.

    • Assistance with quarterly tax estimates to avoid penalties.

    • Compliance with local, state, and federal tax regulations.

  • Budgeting and Cash Flow Analysis

    • Development of detailed budgets to guide your financial planning.

    • Monitoring and forecasting of cash flow for better decision-making.

    • Identification of trends and opportunities to enhance profitability.

  • Business Process Optimization

    • Streamlining of financial processes to improve efficiency.

    • Implementation of accounting software and tools tailored to your business.

    • Internal controls evaluation to reduce risk and ensure accuracy.

bottom of page