Our Services
At Cavin CPAs and Advisors, we offer a comprehensive suite of services designed to meet the diverse needs of our clients through a membership model. From tax strategy and planning to fractional CFO services, our team is dedicated to helping businesses thrive financially. Explore the range of services included in our membership below:
Tax Strategy and Planning
Navigating the world of taxes can be daunting. Our expert tax strategy and planning services are here to simplify the process, providing you with clear, actionable strategies to minimize your tax burden and avoid potential pitfalls.
Custom Tax Plans:
We analyze your unique business situation and develop a tailored tax strategy to ensure maximum savings and efficiency. No one-size-fits-all solutions here—just strategies designed specifically for your business needs.
Maximize Savings:
Our goal is to identify opportunities and deductions that can reduce your tax liability. We stay up-to-date with tax laws and regulations to ensure you benefit from every possible advantage.
Minimize Audit Risks:
With a focus on compliance and accuracy, we help you avoid common mistakes that could trigger audits. Our proactive approach ensures that you’re prepared and protected.
Ongoing Guidance:
Tax planning is not a one-time task. We provide continuous support and adjustments to your tax strategy as your business grows and tax laws evolve.
- Thorough assessment of entity structure and for overlooked deductions and credits.
- Proactive management of tax liabilities and estimated tax payments to minimize surprises.
- Dedicated support to answer all your questions, keep you informed on tax changes relevant to your business, and ensuring compliance with all tax regulations.
Fractional CFO Services
Gain viability and perspective of your finances with our expert guidance. Our Fractional CFO services offer you high-level financial leadership on a flexible, part-time basis, ensuring you get the strategic support you need to drive your business forward.
Strategic Financial Planning:
We work with you to develop and implement strategic financial plans that align with your business goals, ensuring you are positioned for growth and success.
Financial Analysis and Insights:
Receive detailed analysis and insights into your financial performance, helping you understand your financial position and make informed decisions.
Budgeting and Forecasting:
We assist with creating realistic budgets and forecasts, providing you with a clear financial roadmap and helping you anticipate future financial needs.
Risk Management:
Identify and mitigate financial risks with our expert advice, ensuring your business is protected against potential financial pitfalls.
Cash Flow Management:
Improve your cash flow management with strategies to optimize your liquidity and ensure you have the resources needed for daily operations and growth.
Reporting and Compliance:
Stay on top of financial reporting and compliance requirements with our support, reducing the risk of errors and ensuring adherence to regulations.
- Detailed preparation and analysis of financial statements to track business performance.
- A collaborative approach to empower you with financial insights and actionable recommendations through monthly meetings.
- Continuous monitoring to focus on long-term financial success and growth, ensuring you remain on track to achieve your goals.
Bookkeeping
Accurate bookkeeping is essential for the smooth operation of your business. Our bookkeeping services, provided in partnership with Tax & Accounting House, offer you reliable and efficient record-keeping, allowing you to focus on growing your business while we handle the details.
Setup and Implementation:
We assist with setting up new accounting software and systems tailored to your business needs, ensuring a smooth transition and efficient management of your financial data.
Ongoing Record-Keeping:
Our team manages your day-to-day financial transactions, including accounts payable, accounts receivable, and general ledger entries, ensuring your records are always up-to-date and accurate.
Financial Reports:
Receive regular financial reports that provide insights into your business’s financial health, helping you make informed decisions based on accurate data.
Expense Tracking:
Keep track of all business expenses with our meticulous record-keeping, ensuring you don’t miss any potential deductions or tax benefits.
Compliance and Accuracy:
We ensure that your financial records are compliant with relevant regulations and standards, reducing the risk of errors and penalties.
App and System Management:
Get expert support in managing accounting apps and software, integrating them with your existing systems for streamlined financial operations.
Tax Preparation
Handling taxes can be complex and time-consuming. Our tax preparation services are designed to provide accurate, efficient, and compliant solutions for all your tax needs. Whether you're filing personal returns, business returns, or handling trusts and gift taxes, our experienced team is here to help.
Personal Tax Returns:
We manage all aspects of personal tax preparation, ensuring you claim all eligible deductions and credits while maintaining compliance with tax laws.
Business Tax Returns:
Our services cover various business entities, including sole proprietorships, partnerships, LLCs, and corporations. We handle everything from income and expense reporting to tax planning strategies.
Trusts and Estates:
We prepare tax returns for trusts and estates, managing complex requirements and ensuring accurate reporting in compliance with applicable regulations.
Gift Tax Returns:
For individuals making significant gifts, we handle the preparation and filing of gift tax returns, ensuring proper documentation and adherence to tax laws.
Accuracy and Compliance:
Our team meticulously reviews all tax documents to ensure accuracy and compliance, reducing the risk of errors and audits.
Year-Round Support:
Beyond tax season, we offer support and advice to address any tax-related questions or concerns, helping you stay prepared and informed.
Individual Tax Preparation for Non-Business Owners By referral only.
Financial Statements
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Taxes
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Accounting
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Ready to Get Started?
Schedule a discovery meeting today to take the first step towards financial empowerment. We're here to help you navigate your financial journey with confidence and clarity.
