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Business Consultation

Every new business owner deserves an accountant to coach them through creating, maintaining, and closing a business. Our Business Consultation services includes:

  • Guide to Filing Business Formation Documents

  • Maintaining Annual Compliance Filings

  • Strategies to Avoid Unnecessary Taxation

  • Guide to Dissolving a Business

Corporate formation

Every business must begin with its choice of entity type. Do you know which entity type works best for you? Our firm can help you decide on which entity type is most appropriate for you as well as file the necessary paperwork with Federal and State Authorities. We can help you form:

  • LLCs

  • Corporations

  • Doing-Business-As names

  • Partnerships

Bank statement loan application programs

Being a business owner often complicates the mortgage approval process. We work with multiple lenders that specialize with Self-Employed borrowers applying for mortgages or refinances by:

  • Preparing Profit and Loss Statements

  • Verifying Business Ownership

  • Providing Expense to Income Ratio Letters

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1111 Corporate Center Drive #305

Monterey Park, CA 91754

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California and Colorado 

 Securities offered through Avantax Investment Services℠ , Member FINRASIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through an Avantax affiliated insurance agency. CA insurance # 0L88676

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

 This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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