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Small and mid-size businesses face unique challenges.
You need a specialist.

Business tax issues are an entirely different animal than those individuals face. Payne Financial Consulting’s advisors make certain you have the essential information you need to make sound management decisions and comply with tax laws. We focus on the issues that affect your business from entity choice, bookkeeping services, and sales tax to business succession planning.

Whether you’re a start-up or an established company, Payne Financial can craft solutions tailored to the specific needs of your business.

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    Our clientele represents diverse industries:

  • retail
  • software consulting & development
  • recruiting
  • light manufacturing
  • real estate sales
  • real estate development
  • dentistry
  • medicine
  • law
  • graphic design
  • restaurants
  • consulting services
  • and many others...


Tax preparation and consultations for C-Corporations, S-Corporations, LLCs and Partnerships

Start-up consulting for entity selection, system consultation and setup.

Choice of entity can dramatically affect the taxation of the income from your business enterprise. The optimal entity will depend upon projected net and gross income, number of employees, number of owners, type of business, etc.

For small and mid-size businesses, we recommend using QuickBooks. Although designed for ease of use, the setup of the chart of accounts and initial balances can be difficult, particularly when incorporating an existing business. Once QuickBooks is working properly, we can train you and your staff to use it properly to produce the reports you need to manage your firm.

In-house reconciliations.

Many of our clients have such complicated bank statements, they prefer to have our staff reconcile their bank accounts on a monthly basis.

Outsourced bookkeeping services.

Depending upon your needs, we can produce books on a monthly, quarterly or annual basis. For clients who do not require the immediacy of in-house QuickBooks files, this option can be more economical than hiring a bookkeeper.

Payroll tax reporting. Sales tax reporting.

The reporting for sales tax in California is becoming more complicated and cumbersome. We assist clients with preparing monthly or quarterly returns to report and remit the proper amount of sales tax.

Income tax preparation and planning.

Often, the main body of our work centers on the preparation of the entity’s annual income tax return. We prepare entity returns for C-Corporations, S-Corporations, Partnerships and LLCs. We also advise on how to coordinate your corporate and individual returns to maximize the available benefits.

Audit representation.

Unfortunately, the IRS is increasing the number of audits, particularly for “the wealthy” and for S-Corporations and their owners. While the prospect of being audited by the IRS, FTB or BOE can be quite daunting, rest assured that we will be there to help you present the best possible case. Because the nature of an audit can be adversarial, we recommend that you do not represent yourself. We can help you gather the information required, assemble the data into an organized format, and represent you at the audit so you do not need to personally attend.