Business Services & Tax Preparation
If you are an entrepreneur or closely held business owner, Buckingham Business Advisors can help you plan, execute and track your progress toward your financial goals. It takes a diverse team of highly trained and seasoned accountants, financial planners, consultants and entrepreneurs to deliver on the needs of the closely held business owner.
We help create a plan for the financial futures of both you and your business. We will be with you every step of the way to take care of the nuts and bolts of accounting, taxes, individual planning, asset management, and business optimization to help you stay on track and achieve your objectives.
What We Do:
Create a Plan
- Business Forecasting
- Qualified Retirement Plans
- Individual Financial Planning
Stay on Track
- Accounting
- Tax Strategies
- Consulting
Grow
- Strategies to grow your business and maximize wealth
We utilize the most current technology to streamline the accounting process. We create a collaborative and turnkey accounting system that relieves the burden of keeping things up to date and provides accurate and timely information to help you understand and guide your business to profitability.
We know taxes. We can take care of your business return as well as your personal return. Using projections over multiple years, we make sure you are taking advantage of all the deductions and opportunities available to reduce your liability.
We offer hands on, practical support and advice to aid in the success of your business. Focusing on integral components of businesses, we specialize in the areas of business start-up, entity selection, business plan development, operations, managing finances, succession planning, and so much more. As trusted advisors, we enable entrepreneurs to evaluate choices effectively and successfully implement action plans.
Accurate financial data is imperative to the success of any business. Our Certified QuickBooks® ProAdvisors and consultants specialize in: software needs evaluation, installation, and setup; QuickBooks® training and process implementation; QuickBooks® troubleshooting and support; custom report design; integration with bank and credit card accounts, as well as other third-party software to streamline your processes; and so much more.
Our comprehensive financial planning process aligns your resources with goals and objectives for clear direction and disciplined execution. We review your current financial situation, short and long-term objectives, and risk tolerance. We address estate planning and wealth transfer concerns, tax planning and optimization, and philanthropic interests. This thorough analysis serves as the foundation for your personalized financial blueprint, guiding the formulation of tailored strategies essential for achieving your objectives.
For existing plans, we will evaluate your plan fees, review the suitability of your investment offerings, and offer guidance on how to meet your fiduciary responsibilities. For new plans, we establish a strategy designed to meet your business needs, strive to improve employee retention and satisfaction rates, and provide education to maximize participation in the plan. Click here to learn about 401(k) Employee Education.