If you run your own business, you know how important it is to find the right business financial partner. You know how important an Enrolled Agent or CPA can be. But not all Enrolled Agents and CPAs are created equal!

Most Enrolled Agents and CPAs do a fine job recording history & reconciling the numbers you give them. They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms. But then they call it a day.

My name is Rick Lagomarsino, and at my firm, we’re different. We don’t just record history. We help you write it, with a proactive attitude and a complete menu of tax and accounting services.

It doesn’t matter how good your Enrolled Agent or CPA is with a stack of receipts on April 15. To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line.

  • Have you organized your business effectively?
  • Do you have the appropriate benefit plans for yourself and your employees?
  • Do you have the right retirement plan to prepare for your future?
  • Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the Tax Code offers?

We give you the plan you need to minimize your tax, without “red flags,” “grey areas” or “aggressive” strategies. We partner with business owners throughout the Sacramento metropolitan  and South Placer county area. We have the experience — and more important, the proactive attitude — to give you more than just a history lesson or a “State of the Business” report.

To schedule your free Tax Analysis, call me at (916)773-1200. I’ll find mistakes and missed opportunities that can cost you thousands, and then show you how a proactive plan can rescue those wasted dollars.

I guarantee you’ll leave with new information, or I’ll give $50 towards your favorite charity. So call today!

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