Services

Bespoke Tax Strategy & CPA, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Bespoke Tax Strategy & CPA, P.C., 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.

Entity Selection and Restructuring

Perhaps the most important choice you will make as a business owner is the choice of entity you pick for your business. Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, to the day you sell, pass on or close, the Bespoke team. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

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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. The Bespoke teams 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. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

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QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Bespoke Tax offers the following solutions to help meet your QuickBooks needs:

Personal Training
We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

Installation
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

Review
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Bespoke Tax Strategy can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

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Tax Credits and Incentives

It’s been proven that more than 50% of tax credits and incentives go unclaimed every year. Bespoke Tax helps you take advantage of these less obvious opportunities to reduce costs and generate refunds. You’ll receive valuable insights on how to take advantage of favorable incentive packages – tax and non-tax savings opportunities for job creation, research, training and other qualified expenses.

Busy companies often overlook tax credits and incentives as ways to lower costs. Especially when there’s a general business or economic slowdown, opportunities arise to take advantage of tax incentives that can positively impact the bottom line.

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Real Estate Investment Planning and Advisory

Planning for a Real Estate Investment whether Residential, Commercial, or Land is essential to ensure proper liability protection and ideal tax structure. Bespoke Tax has had boots on the ground Residential and Commercial brokerage experience, granting our clients advanced Advisory/Strategy to make informed decisions.

Our firm also analyzes and implements Cost Segregation Studies as a viable accelerated depreciation method for all property types. Cost Segregation is often a strategy overlooked or missed that has the potential to result in large tax savings.

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