We help pharmacists and pharmacy entrepreneurs optimize their personal and business tax situations.
We believe in year-round strategic tax planning. Sure, that includes filing, but that is one part of the puzzle. Whether you are looking for help with your individual taxes, business taxes, or both, we got your back. You do you and let us take care of the rest.
Our Comprehensive Tax Planning (CTP) combines traditional filing with our year-round planning process. Our goal is to develop and execute a tax strategy so you pay your fair share but no more.
Running a business takes time…a lot of time. That's why our bookkeeping service is set up to handle the day-to-day tracking and recording of your company’s finances so you can focus on being a business owner, not an accountant.
We’ll provide you with the reports and figures you need to make important decisions, and at year-end, your finances will be tax filing-ready (no more scrounging around for receipts in March!).
After you get your books in order and taxes optimized, it's time to use that information to strategically plan and make decisions that help grow the business.
That's where the YFP Fractional CFO services come into play. We provide the expertise of a CFO at a fraction of the cost. We will be helping you strategize and grow with the hopes that if we are doing our job you will need to fire us someday to hire a full-time CFO to be on your team.
Here's what makes us stand out:
Unlike other firms, we aren't focused on just completing your tax return. Instead, we provide value, care, and attention to you and your taxes.
We work specifically with pharmacists and are familiar with aspects of your financial plan that have an impact on your taxes like student loans, benefits packages, and side hustles.
The way your taxes are filed has an impact on the rest of your financial plan and we're experts in understanding the nuances of tax preparation and planning.
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