Financial Services
WE’RE HERE TO HELP YOU FIND AND FUND YOUR PURPOSE.
EQUAL PARTS STRATEGY AND EXECUTION
We don’t just create smart financial strategies, we execute them with a commitment to accuracy, timeliness and transparency.
TAX PLANNING
Tax optimization is key input to an effective financial strategy. Our in-house tax team can help you keep more of the money you make.
Tax Strategy Services Include:
- Tax Review, Preparation, and Auditing
- Charitable Gifting & Donor Advised Funds
- Capital Gains Planning
- End of the Year Tax Planning
- Book Keeping
- Tax Efficient Planning
- Tax Preparation Services
- Payroll Services
- Accounting Services (Bookkeeping)
- IRS & State Representation
- Business Set up , Structuring, & Training
- Tax Planning & Consulting Services
- Financial Planning and Analysis
CFO SERVICES
Having a strategic partner who can identify opportunities and understands the financial health of your business gives you piece of mind. Tap into a senior-level financial expert at a fraction of the cost of a full-time resource.
CFO Services Include:
- Cash flow management and projections
- Financial reporting and analysis
- KPI identification and reporting
- Strategic C-level partner
- Internal controls and process improvement
- Budgeting and cash flow planning for businesses
OTHER SERVICES
We also offer these additional services:
- Charitable Planning
- Donor advised funds
- Donations in Kind
- Qualified Charitable Contributions
- Itemized deductions
- 1031s
Start a Conversation
Contact First Purpose Tax today and let’s make a plan that works for you.