Are you tired of paying too much in taxes?

We work with clients of all sizes and statuses across numerous industries. From the start-up business to the established business we understand what you are facing. As a business owner, you provide your customer with an excellent product and or service. If you are like most business owners you also have little time to dedicate to learning tax law and proper accounting etiquette.

We understand tax and accounting and serve as a bridge connecting your business to tax efficiency and compliance. Our goal is to partner with you to ensure your tax position is efficient which is a fancy way of saying ‘pay as few taxes as possible’. We also want to be viewed by you as a key financial support team that can help you navigate the sometimes treacherous tax, accounting and financial seas.

Allegiance Strategists offers services in the following areas:

Business Tax

Taxation Planning, Consulting and Compliance including Tax Structure Analysis, Federal and State Tax Credits, IRC Section 199 (Domestic Production Activities Deduction), Tax Compliance/Return Preparation and State Apportionment

Accounting Services

Compilation and Review of Financial Statements, Financial Statement Analysis, Payroll Services, Accounting, Software Evaluation and Implementation as well as Outsourced Accounting Services (CFO; Controller; Bookkeeper)

QuickBooks

Set-up, installation and training on how to make this accounting software a tool for your business. As Certified QuickBooks Pro Advisors® we are poised to help you harness the power of this program.

Business Operations Consulting

Process Enhancement, Operational Reviews, Profitability Improvement and Cash Flow Management

Mergers and Acquisitions

Advisory Services to Both Buyers and Sellers, Due Diligence, Financial Projections, Historical Financial Statement Analysis and Tax Structure

Business Succession Planning

Planning for Incapacity and/or Death to Insure Continuation of Business Operations, including Minimization of Taxes Upon Death through Incorporating Asset Transfer Tax Strategies

Estates/Trusts

Estate and Trust Tax Planning, Tax Compliance/Return Preparation, Estate Design and Implementation, Family Wealth Retention, Family Limited Partnerships, Charitable/Other Gifting and Post-Mortem Consulting

We offer a Complimentary Consultation for business owners. Please call 678-541-0368 or contact us to schedule a convenient time to meet with one of our Atlanta CPAs face-to-face.