Our process begins where you are when we meet. We start with an onboarding of your current accounting. We load everything into our system and begin with a long-term view. At all points, we ensure compliance and quarterly tax provisions are being met.
Strategic Planning
For the quarters and year ahead, we will discuss what changes should be made to your tax strategy and when to implement them. We will determine what tax liabilities if any exist. We will ensure compliance or discuss what is required for you to become compliant. Strategic planning can continue throughout the year, depending on your goals.
Implement
At this stage, we begin implementing any changes we discussed in our strategic planning. (Implementation may continue throughout the year, depending on our goals.) We’ll discuss how to legally manage your tax burden, as well as the impact on your cash flow, expansion into new states or countries, purchase or sale of business, subsidiary planning, and more.
Prepare
When the time comes, we will prepare the necessary compliance forms and business/ personal tax returns. Each quarter we will also provide your estimated tax provisions. If necessary, we will complete tax extensions as well.
Review
During the review phase, we look back at the tax planning items and financials from the previous year. We determine what tax liabilities, if any, exist and make a plan to meet those. We will ensure compliance or discuss what is required to become compliant.
Castle Rock Accountants were recommended to me after my previous accountant of 15 years retired. They had big shoes to fill and I was dreading starting over with a new firm. This past year was particularly complex due to a new business we started along with other freelance projects, and we went to Castle Rock with a big ask to review our accounts, prepare returns and file in a very short amount of time. They were highly organized and terrific in making the transition as painless as it could be. I really appreciate the time they spent getting to know our personal situation and businesses and provided sound advice in an easy to understand manner. As a result of this, I was very happy with our filings and they likely saved us a good amount of money over other firms that wouldn't have taken the time to ensure we were optimizing where we could. I found them to be highly responsive, organized, knowledgeable, and always professional. I am so relieved to have found a new firm that really cares on a personal level and that I can feel confident in trusting for many years to come. Thank you for the terrific work!
I've worked with Matt for numerous years and have always felt very confident in his abilities. He handles the taxes, payroll and bookkeeping for my business, my wife's business and all of our personal tax related needs. I don't refer my clients to many people, but I know any client sent to Matt will be well taken care of. I would highly recommend his services.
I've known Matt White for roughly 2 years and cannot say enough good things about him and his company. During this time, we've shared several mutual clients and I've seen Matt's expertise and dedicated customer service play out flawlessly time and time again. I highly recommend White & Co.
Matt who is the owner of this firm is just amazing to work with. I have had so many tax questions being a business owner that he has assisted me with. He also does our firms books so its a 1 stop shop!! Matt is always available and willing to help address any concern right away! I would highly recommend Matt and his entire staff. Anyone looking for CPA that answers the phone, responds to emails and is highly knowledgeable look no further. Contact them and set up a consultation.
White and Company have been so wonderful since I became a client a few years ago. I had some tax issues and needed guidance developing a new business. The team at W&C we're responsive and dedicated. Over the years I've sent numerous clients over to W&C and haven't been disappointed. Quality, value, and great customer service. Technology plus!