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: Tax planning is essential for maximizing profits, minimizing liabilities, and ensuring compliance. Optimized cash flow allows startups to reinvest savings into growth and
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.
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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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