Services

We bring a new way to look at your finances: a proactive approach to reduce taxes, free cashflow, and build savings: all at the same time. 

 

Having a once a year conversation with your tax accountant is usually too late to make real changes for your savings.  We partner with you all year, interactively building your financial plan.  As we do this, we help you determine more ways to save that lower your taxes and build your income at the same time: a perfect financial marriage!

 

 

 

Financial Planning

Savings Goals

Scenario Calculations

Budget Planning

Best Option

Analysis

Large Purchase Planning

Debt Reduction Plan

Investment Portfolio Review

Estate Plan Review

Taxes

Reduce Taxes

Tax Filing

Unlimited Tax Help All Year

Tax Strategy

Analysis

Business Support

Financial Statements

Budgeting

Analysis and Recommendations

Profitability Assessment

Business Planning

Policies & Procedures Defined

 

Ongoing Packages

Services are available through consulting sessions or by ongoing packages where we take on the management of your finances through the following adaptable packages.  Contact us for a free consultation to learn more and see which would best suit your needs.

Individuals

Custom Tax Plan Developed

Financial Plan Developed

Unlimited access to Tax Help

Tax Filing

Regular Financial Planning meetings (monthly or qrtly)

Financial Reports

Bookkeeping

Debt Management

Analysis Questions

Investment & Insurance Review

Estate Plan Review

 

Businesses

Business Plan Developed

Profitability Assessment

Custom Tax Plan Developed

Unlimited access to Tax & Financial Help

Tax Filing for Business & Owners

Regular Advisory meetings (monthly or qrtly)

Financial Reports

Bookkeeping

Investment & Insurance Review

Policies & Procedures Review

Strategic Planning

Pages

Contact GuruKirin

 

Ph. (505) 620-4471

Fax (919) 322-3668

    info@gkhalsacpa.com

© 2016 GuruKirin Khalsa, CPA

New Mexico CPA License #7064

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