Services
If you are looking for a firm that will focus on your business and individual needs, and always treat you like a client who matters, look no further. Y & T offers a full range of professional services and you the attention that you deserve.
We will thoroughly and conscientiously study your business and personal situation, and tailor our advice to your specific needs.
Personal and Business Tax Return Preparation
Tax season does not have to be stressful when you work with our team. You can expect:
A modern, streamlined process
From initial collection of tax documents to filing, we provide a seamless, digital experience.
A custom experience
Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.
Year-round support
Our team is available throughout the year to help you make smart tax decisions and plan appropriately.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions. We can provide support in business planning, mergers, acquisitions, and other advisory support.
Incorporation Filing – Business Entity Selection
We can assist you in registration process of a business. The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also. Prices start at $149 based on the type of business entity (incorporation filing fees from different states are not included)
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Business Loan Packaging
One of the deterrents to applying for a loan for most small business owners is the extensive paperwork required. A loan package is a formal presentation of your current financial position as well as your lending needs. It helps market your business to potential lenders and can spell the difference between successfully obtaining funding or being rejected by lenders.
At The Numbers Company, we want to help you show the banks that you mean business. By providing business owners with professional loan packing services, we are prepared to help secure a lending relationship for your business. With Y & T, clients can receive an initial screening to determine what type of lender or funding source would best serve the needs of the client. We can find the best financing options for you and your small business.
501(C) (3) Not-For-Profit Tax Exemption Application
When you begin the process of starting a nonprofit, one of the first questions you encounter is: what is a 501c3, and how can it help my organization? The recognition of your organization as a 501c3 tax-exempt entity by the Internal Revenue Service (IRS) offers many advantages in helping your organization receive donations. Primarily, having an active 501c3 status allows donors to receive a tax deduction, provides grant funding eligibility for the nonprofit, lowers postage rates, and increases credibility within the community. Y & T offers the newest IRS filling options, such the streamlined 1023-EZ form, as well as customizable options that meet the unique needs of your organization. Our fees are $299 for the preparation of the Form 1023-EZ and $599 for the standard Form 1023 application, which includes reviewing your organization’s articles and preparing any needed amendments. Either option includes preparation of the Florida franchise tax exemption application and follow up correspondence with the IRS while the application is pending.
Benefits and requirements for each filing option:
Form 1023-EZ Filing Option
- Most 501c3 organizations
- Gross receipts of less than $50,000 per year
- $299 preparation fee plus the IRS fee
- IRS approval as quickly as 30 days
Standard Form 1023 Filing Option
- 501c3 churches and educational institutions
- Gross receipts of more than $50,000 per year
- $599 preparation fee plus the IRS fee
- IRS approval from 90 days
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Accounting and Bookkeeping
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
IRS Debt Resolution
From an IRS audit to falling behind on your taxes, it can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you comply with the IRS and other tax authorities.
Credit Repair
A better credit score means you can qualify for lower interest rates on loans. While a 20-point increase might not seem much, it can potentially help you save thousands of dollars in interest on car payments, mortgage, and credit cards. Despite the importance of a credit score in determining a major chunk of all your financial decisions, many are unaware of some common causes of bad credit. By failing to stick to a credit card agreement, declaring bankruptcy, choosing the wrong credit card, paying the minimum requirement each month for your loans, being a victim of identity theft, as well as having no credit history can result in a low credit score that will ultimately impede any financial decisions you make regarding mortgage payments, employment opportunities, and interest rates. If you think your credit score needs a quick fix, get in touch with a reliable credit score repair service right away! Our affordable and fast credit repair services have a proven track record of helping clients raise their credit scores quickly and effectively to give you better purchasing power. Prices start from $399.
Real Estate Investments
Buying and owning real estate is an investment strategy that can be both satisfying and lucrative. We buy real estate properties for quick sale or for rental property.
Immigration
We assists our customers to complete all immigration forms and documents. We also provide advice on the immigration process.