We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
- Tax Management Services
- Accounting Services
- Estate and Trust Planning and Tax Preparation
- Entity Selection and Restructuring
- Accounting Software Selection, Implementation, and Support
- Cash Flow and Budgeting Analysis
- Financial Projections and Forecasts
- Mergers, Acquisitions, and Sales
- Debt and Finance Advising
Tax Management Services
At Tesoro & Associates, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. We steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Tesoro & Associates can advise you on choosing an entity type and later restructuring if advantageous.
Accounting Software Selection, Implementation, and Support
Choosing and implementing a new accounting software system can be a challenging our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company's needs. Training and support will ensure minimal disruption of your everyday business processes. Anne Tesoro is a QuickBooks Certified ProAdvisor.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. We combine expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
Mergers, Acquisitions, and Sales
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Tesoro & Associates can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.
Debt and Finance Advising
Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.