| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Estate & Trust Tax Preparation |
| The preparation of fiducuiary, estate, generation skipping and gift tax returns can be daunting and complex task. We can guide you through the intricate and involved process of getting your financial affairs in order. |
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| IRS Representation |
| During years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
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| Business Consulting |
| We gauge our worth by the personal and business successes of my clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, We am fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
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| Estate Planning* |
| We all make promises to provide for our spouse, children, charities, business partners and extended families. Proper and effective estate planning helps you to keep those promises and fulfill obligations when the unforeseen happens. We can guide you through the complex process of getting your financial affairs in order.
**Randy Pierce is a registered representative with and offers securities, financial planning and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Accounting and tax preparatory services are provided through The Pierce Group. The Pierce Group is not affilated with LPL Financial. CA Insurance License 0D02736. 2030 Main Street, Suite 1300, Irvine, CA 92614 Direct(949)653-1040 Branch(949)260-9090 |
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| Financial Planning* |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, Mr. Pierce can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
*Offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC |
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| Investment Review* |
| As you develop your own investment strategy, Mr. Pierce will act as your sounding board. He can help you and your investment advisor build an investment portfolio that takes into consideration the impact of risk, return and taxes. Our goal is to help you produce a more favorable after-tax return.
**Randy Pierce is a registered representative with and offers securities, financial planning and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Accounting and tax preparatory services are provided through The Pierce Group. The Pierce Group is not affilated with LPL Financial. CA Insurance License 0D02736. 2030 Main Street, Suite 1300, Irvine, CA 92614 Direct(949)653-1040 Branch(949)260-9090 |
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| Management Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| Retirement Planning* |
| Successful implementation and periodic review of your financial plan may help to ensure financial independence during your working years and through your retirement years*.
**Randy Pierce is a registered representative with and offers securities, financial planning and advisory services through LPL Financial, a Registered Investment Advisor, Member*Offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Accounting and tax preparatory services are provided through The Pierce Group. The Pierce Group is not affilated with LPL Financial. CA Insurance License 0D02736. 2030 Main Street, Suite 1300, Irvine, CA 92614 Direct(949)653-1040 Branch(949)260-9090 |
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| Asset Protection |
| Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan. |
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| Employee Benefit Plans |
| The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. |
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| Asset Management* |
| Designing a well balanced investment portfolio that matches your total return expectations and your risk expectations can be a daunting task. Mr. Pierce can assist you designing an investment portfolio that provides the investment/portfolio characteristics you desire.
*Offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC |
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