Who does what
What’s Automated. What a Person Owns.
Written back · August
“Services from the Korean parent are charged at cost plus 5%.”
Agreed once, so every intercompany invoice since carries the same markup on both sides.
✦ Automated
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The figures each opportunity is sized on, current with every close
✦
Every decision you make remembered, so the books and the return apply it
A licensed CPA owns
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Sizing each opportunity on your real figures
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A recommendation; the decision is yours
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Carrying what you approve into the books and the return
What we look at
Where the Savings Usually Are
01
Entity and structure, and whether the setup you have still fits, especially with a parent or affiliate abroad
02
Timing of income and deductions, and what that does to this year’s bill
03
Cross-border payments between your entities, priced so they hold up on both sides
04
State credits and incentives where you hire and where you sell
05
QSBS records, so a future gain exclusion has the evidence it needs
From strategy to the return
01
We find it
Every opportunity starts from your books, so it is sized on real figures, not a rule of thumb.
02
You decide
Each comes with what it saves, what it costs and what it requires. You choose what to act on.
03
We carry it through
What you approve is built into the books during the year and into the return at the end, with the support behind it.
FAQ
Questions
When should we start?
Is this the same as preparing my return?
Who makes the call?