Incorporation and New Business Advisory


Starting a business can be exciting, but it can also be quite a daunting task when you really don’t know where to start.  As your trusted advisor, Capital Tax and Financial Services, Inc., can help navigate the path to your success and help with those daunting tasks from start to finish.  We can assist in creating a plan of action while avoiding the common pitfalls that many new small business owners make when they first start out.


Some of our new business advisory services include:


  • Selecting your entity type
  • Minimizing tax liability
  • Establishing a financial system
  • Prepare an initial business plan
  • Determine your start-up capital needs
  • Identify sources of start-up capital and backup sources if required
  • Evaluate and quantify your borrowing power 
  • Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability
  • Assist in selecting the best accounting software by evaluating your budget and specific needs 
  • Prepare a Cash Flow Budget
  • Establish billing and collection procedures to maximize your cash flow
  • Establish procedures to monitor and control costs
  • Setup a home office if appropriate, so you can maximize your tax deductions
  • Prepare and file all required state and local licenses and permits
  • Prepare and file your application for your Federal Employer Identification Number
  • Provide payroll and payroll tax filing
  • Comply with employment laws
  • Identify your business insurance needs
  • Develop a solid Partnership Agreement

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