Brendan Doran CPA LLC is a solutions company
with over 20 years of experience and expertise. We are ready to partner
with your organization to help you resolve your problems and achieve your
goals. We offer the following services which are customizable to your
specific needs.
ADVISING & CONSULTING
As business problem-solvers, we proactively guide your business and/or personal decisions to enhance your financial well-being and provide direction and hands-on assistance in resolving existing problems.
Among other services, we assist in mitigating issues related to Federal or state regulations or filings.
As consultants, we are responsible for helping you to plan and execute your business and personal strategies to improve efficiency and maximize your financial position.
With your input, we advise on new projects and changes to existing endeavors. We also conduct risk analyses and provide you with data needed to make rational, informed decisions regarding your business.
TAX PLANNING & RETURN PREPARATION
A significant piece of maximizing your financial position is to identify legal means by which you can meet your tax obligations at the lowest rate possible. We work with our clients to scrutinize their financial situations to ensure that all aspects of the entities are working together to minimize the clients’ tax bill. Tax planning is crucial to a business’ success, especially with ever-changing tax laws to complicate the environment.
Tax planning should include the timing of income, amount of income, planned purchases, and anticipated expenditures. It often takes into consideration a strategy for funding retirements, too.
To quote businessman Robert Kiyosaki, “It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
