Tax and Accounting Services for Entrepreneurs and Small Business Owners
It’s time your accountant understands you for you.
At AMD, we take the time to understand how you earn, what you spend, how your business is structured, and what you're working toward. Then we help you build a personalized tax and accounting strategy around the way you actually operate.
From proactive tax planning and business tax preparation to accounting, bookkeeping, and payroll, our services are designed to work together.
Not sure what you need? Let's talk.
AMD Services
Tax Advising & Planning Services
A tax strategy built around your business.
Tax planning isn't just about finding deductions at the end of the year. It's about making informed decisions throughout the year that can affect what you owe, what you keep, and what you can build.
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-Tax Planning & Income Forecasting
-Business Entity Election (S-Corp, LLC, Etc.
-Deduction & Tax Credit Strategy
-Education Planning Ongoing Tax
-Advising & Strategy Sessions
-And More
Business Tax Preparation Services
Tax returns that reflect the whole picture. Business tax preparation is more than putting numbers into forms. We prepare your return with an understanding of your business, your personal finances, and the strategy behind them.
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-Business Tax Returns
-Personal Tax Returns for AMD Business Clients
-Multi-State Tax Returns
-1099 & W-2 Reporting
-Amended Returns for AMD Clients
-Back Tax Clean-up
-Audit Support for AMD Clients
-And More
Accounting, Bookkeeping,
& Payroll Services
Know where your business stands.
Clean, current financials give you a better view of what's happening in your business and better information for tax planning and business decisions.
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-Monthly Bookkeeping
-QuickBooks Management
-Payroll Processing & Reporting
-Financial Statements & Cash Flow Reporting
-Monthly & Quarterly Financial Reviews
-Bank & Credit Reconciliations
-Month-End Close
-Sales Tax Reporting
-Retirement Processing
-And More
Wealth & Family Tax Strategy Services
Because your business doesn’t exist in a vacuum.
Business income, real estate, investments, retirement, and family finances can all affect your overall tax picture. AMD helps business owners evaluate opportunities that extend beyond the business itself.
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-Real Estate & Rental Property Tax Planning
-Family Employment Strategies
-Family Management Companies (FMC)
-Retirement Planning
-Trust & Estate Services
-Revocable Living Trusts
-Business & Investment Planning
-And More
No matter your need we use the following process to guarantee your greatest savings:
Get to know you and your tax situation during a 15-minute Discovery Call. Come with your questions, expectations, hopes, and fears - we’ll chat about them all!
Prioritize your needs, discuss available services, and if appropriate, schedule a Tax Trifecta Analysis™ to dig deeper.
Put the plan in motion, maintain communication, and check in often.
