Tax & Accounting
Services
The secret formula to our success is having a great team. We’ve assembled a group of people who don’t just work in accounting; they live out BEC’s mission every single day. Each team member brings a different set of skills, knowledge basis and depth of experience so that we can provide high level service to our clients.
Tax
Services
Tax Packets
High-level tax planning project designed to identify opportunities in a client’s tax structure to reduce the tax burden. This might be through entity structuring, maximizing certain deductions, or through charitable giving strategies. A tax packet is typically offered to prospective clients who are trying to develop a sense of the benefits of working with our firm.
Tax Planning
A much more detailed service offered to existing clients, wherein we gather the most up to date and accurate information possible to develop a forecast for the current year and calculate the resulting tax cost. The magic starts once we have developed this baseline: now we layer in the tax strategies best suited to the client’s objectives. Some of our tools include the Qualified Business Income Deduction, a variety of charitable giving options, certain investments that provide tax benefits, and numerous other approaches to lower tax, increase cash flow, and build wealth.
Tax Compliance
The “boring” part of tax but the most crucial. By the time we are putting a tax return together, the planning and strategizing are over and we’re reporting based on what actually happened. There’s very little to be done to change the outcome at this point – as long as the tax return is done correctly. That’s where our expertise shines: in getting it right. We go to great lengths to ensure that every return is not only mathematically and legally correct, but that we take every opportunity to capture losses, deductions and credits and to characterize income in such a way that it is subjected to the least amount of tax. This might mean filing some state returns that aren’t required, so that losses are carried to offset future gains. It might mean breaking down the various elements of income to determine which, exactly, are subject to the Net Investment Income Tax or Self Employment Tax.
What Makes Us Different
Our Team. We have assembled a team made up of some of the smartest and most passionate professionals to be found anywhere. We love to solve puzzles and get a great sense of accomplishment when presenting tax saving strategies, or when delivering on those strategies with a completed tax return.
Our Attitude. “Service with a smile” is not a slogan – it’s a reality. We love our clients!
Our Leadership. Our commitment to excellence is embedded in every level of our organization. This encourages staff to take a step back and really think about what’s most important and how to get the best result for our clients. Here, there’s room to breathe. That brings clarity to our work and helps us deliver excellence to our clients.
Fractional CFO
Are you practicing “data driven decision making” or are you still operating by “gut feel?” We believe that data should be the drive of a real estate business looking to scale.
Tax Planning
Making more money comes with a price…more taxes. Creating a tax plan is essential to scaling your business while efficiently managing your tax liability.
Outsourced Accounting
Did you know that bookkeeping is just one part of having good books? Our outsourced accounting department takes care of your financials, so you don’t have to.
