In today’s highly competitive business market, accurate financial tracking is essential to success. Business owners must be able to easily monitor profit and loss, and identify—and eliminate—excess costs quickly. CAI gives you everything you need to make informed decisions on every aspect of your business. We examine the vital areas of your Business Reports, and send you a written evaluation each period—providing concise, accurate, and timely financial information and analysis, as well as expert counseling services. CAI’s comprehensive record-keeping systems and reports are available in a variety of formats, customized to your needs. With CAI as your partner, you have the support you need to build a successful business.
Understanding tax law is one of the most challenging issues faced by any business owner. Federal and state tax laws are extremely complex and constantly changing, and staying compliant can be like hitting a moving target. Trying to decipher tax codes also draws valuable resources away from developing your business. CAI Tax Services provides business owners with a complete tax program—business and personal— including all necessary preparation and support. We ensure that your company remains in compliance with federal and state tax laws, year after year, so you can focus on what you do best: building your business.
Corporate Return • S-Corporate Return • Partnership Return
Individual 1040 Return • Estate and Trust Returns
Corporations face many of the same challenges as unincorporated businesses, but they are obligated to maintain additional records and reports. Meeting minutes, stock records, distributions—these are just a few of the many required documents. In addition, financial institutions will not approve loans or accounts unless a corporate resolution is filed. For today’s corporate owner to navigate the maze of legal and procedural requirements, CAI Corporate Services is essential. As part of our complete corporate services, CAI will maintain your minutes book, assist with the annual meeting, issue stock certificates, file the State Annual Report, complete Federal and State Corporate Tax Returns—anything your corporation needs to do business effectively, efficiently, and in compliance.
Not incorporated? - CAI can incorporate your business easily, completing the entire process after a few simple meetings.
CAI Financial Planning Services provides business owners with a comprehensive business and personal planning program. Estate and retirement planning, tax law, education prep—all these are important parts of a complete business plan. You’ve made a substantial investment in your business; it’s essential to regularly review your position so that you can maximize the benefits your business brings to you and your family. An effective plan today may save you thousands of dollars in the future.
Take the time now to plan your financial future.
CAI can help you retire in financial security and comfort. Plan for tomorrow today.