Our firm provides services in the following areas: (Click on any service for more information.)
Tax Planning
Tax Compliance including return preparation
Business Accounting Services
Business Plans, Business Formations and Budgets
Banking Relationships
Personal Financial Planning
In addition the firm has extensive domain knowledge to advise and assist in the following areas:
Real Estate Professionals
Professionals
Business Owners
Business Accounting Services
Seminars
Contact us at 770-495-9077 or e-mail harryc@cpaofgeorgia.com for an evaluation of your tax, accounting, and general business needs. Compare the difference between what you're presently doing and what we can do for you.
Services
Tax Planning:
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one proactive tax advice to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: year-end strategic planning to help minimize one’s tax liability; effective and timely structuring of your personal and business transactions; self employment payment estimation and review; money-saving self-employment and payroll strategies; successful retirement and estate planning and successful Education Savings Plans.
Tax Compliance including return preparation
Our time-tested methodologies allow us to bring to your attention issues before they arise. Over and above the "cookie cutter" tax organizer we have several proprietary tools that have been developed as a result of our experience to ensure that industry specific transactions which have tax consequences are brought to your attention and are incorporated in the filing of the return.
Our quality control mechanisms include many Big 4 type checks such as detailed work programs, independent reviews and detailed working paper support and documentation.
Business Accounting Services
Our extensive corporate and small business experience ensures that we produce meaningful and timely financial information. See discussion under Business Owner’s Section.
The difference between Catrakilis & Company CPA's and others is that the information is presented to the decision-maker to ensure that signals (both good and bad) are identified.
Our bookkeeping services include daily e-mail of key statistics, Monthly Operating Statements, Bank Reconciliation’s, Payroll, Audit Trails, Balance Sheet, Financial Graphs and Budgets.
Contact Robert Brown, CPA at 770-495-9077 or robertb@cpaofgeorgia.com for an initial conference. Robert will explain our unique approach to communicating financial information to management and why we believe it goes a long way to ensuring the financial stability of your business. Compare what you're presently doing to what we can do for you, and then decide for yourself.
Business Plans, Business Formations and Budgets
Business Plans: No plan? Plan to fail!
The importance of a comprehensive, thoughtful business plan cannot be overemphasized. Much hinges on it: outside funding, credit from suppliers, management of your operation and finances, promotion and marketing of your business, and achievement of your goals and objectives and, most importantly, the achievement of your goals and objectives. Despite the critical importance of a business plan, many entrepreneurs drag their feet when it comes to the thoughtful preparation of a written document.
We will help you structure a proper business plan.
Business Formation:
Services include start-up, expansion, and sale of a business. Many important decisions and financial commitments are involved in starting a new business or selling an old one. The tax and personal liability effects can be dramatic without careful consideration and thoughtful planning.
Budgets:
We can help you draw up a plan of action for the year. Throughout the year we can help you track the progress you're making toward achieving your goals.
Banking Relationships:
Our Firm can provide valuable assistance in establishing, maintaining or expanding current banking relationships. We assist you to professionally organize and prepare your all-important banking proposal.
Personal Financial Planning:
We act as facilitators in the areas of personal financial planning. Together with Financial Specialists, we work with our clients in the areas of investment strategies, tax planning, risk management, and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially?" and follow this with a review of retirement, business, education and other needs to assure our client’s goals are attainable.
