Tax Planning Process

Before we begin our engagement, we will perform an assessment on your prior year tax and complete a questionnaire to analysed the possible tax savings missed on the year. For most clients we find large deductions missed in their income tax return.

After assessment completion, we will address the failed tax planning from your prior accountant. A tax planning report will be provided to your business with these items in detail of the plan and the laws behind them. This will give you an idea of the level of advisory services we provide to all our clients.

Business Procedure Assessment

A business procedure assessment will be implemented of your overall business. Here we’ll understand how your company entire accounting operation is been handle. Processes such as accounts payable, accounts receivable, payroll, cash flow management, etc.

We’ll look at the current issues, goals, necessary effort for this implementation and benefits to your organization. You can consider this assessment as your draft for an accounting manual.


A report of recommendation will be provided with the deficiencies found and the solutions Gonzalez & Company can put in place for your organization continues growth.