Key Takeaways: Smart tax planning can increase profit margins by up to 15%. Income deferral techniques lower current tax bills by deferring earnings to a
Key Takeaways: Tax planning is essential for businesses of all sizes to optimize finances and reduce tax liability. Home office deductions can save you money
Key Takeaways: Deductions VS. Credits: Tax deductions reduce taxable income, while tax credits directly lower your tax bill. Knowing the difference can significantly affect your
Key Takeaways Small business financial consulting from Clear Action Business Advisors provides personalized guidance to help small business owners enhance profitability and tackle financial challenges
Key Takeaways: Tax Mistakes Are Costly: 60% of small businesses make tax errors that hurt their finances, but they’re avoidable with the right planning. Common
Key Takeaways: Tax Savings = Business Growth: Tax planning helps reduce tax bills, allowing you to save money for business expansion, investment, and growth opportunities.
Key Takeaways: Identifying your business’s specific tax needs is the foundation of effective tax planning. Define short- and long-term tax goals that align with your
Key Takeaways: Business tax planning helps entrepreneurs minimize liabilities and maximize profits. Different tax types (income, payroll, sales) impact financial obligations based on location and
Key Takeaways: Importance of Tax Planning: Establish a year-round recordkeeping routine and utilize digital tools for accuracy. Maximizing Deductions: Identify all eligible deductions and maintain
Key Takeaways: Bookkeeping services play a crucial role in helping small businesses prepare for tax season. By maintaining accurate financial records, these services ensure compliance
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
About
Clear Action Business Advisors is the top outsourced CFO and CPA firm in the SF Bay Area. We empower businesses owners with expert financial strategies, tailored corrective action plans, and comprehensive financial assessments to enhance operational efficiency and secure future growth.
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