Our Services

Tax Planning & Preparation

At De Bedout CPA, we believe tax planning should be a year-round strategic activity, not a once-a-year event. Our proactive approach identifies opportunities to minimize your tax burden while ensuring complete compliance with ever-changing tax laws.

  • We find legal tax deductions and credits on your Federal, State, and International tax returns to maximize your refund and minimize your tax burden.

    Our Approach:

    • Comprehensive review of your financial situation to identify all available deductions and credits

    • Strategic timing of income recognition and expense realization

    • Coordination with investment, retirement, and estate planning

    • Year-round tax planning to prevent surprises and maximize opportunities

    • Meticulous preparation of all required returns and schedules

    Benefits:

    • Reduced tax liability through legal, ethical strategies

    • Peace of mind knowing your returns are accurate and compliant

    • Time savings through our efficient, professional process

    • Strategic advice for future financial decisions

  • We develop customized tax strategies for LLCs, S-Corporations, C-Corporations, and Partnerships to reduce your business tax liability.

    Our Approach:

    • Entity-specific tax planning leveraging the unique advantages of each structure

    • Strategic business expense planning and documentation

    • Tax credit identification and qualification assistance

    • Retirement plan optimization for tax advantages

    • Multi-year tax projections and planning

    Benefits:

    • Minimized business tax burden through strategic planning

    • Improved cash flow through tax-efficient operations

    • Reduced audit risk through proper documentation and compliance

    • Alignment of tax strategy with business growth plans

  • We guide you through FBAR filing, Foreign Tax Credits, expatriate taxes, and pre-immigration planning to avoid costly penalties.

    Our Approach:

    • Comprehensive compliance with FBAR, FATCA, and other international reporting requirements

    • Strategic planning for foreign income, investments, and business interests

    • Pre-immigration tax planning for those relocating to the U.S.

    • Expatriate tax planning for U.S. citizens living abroad

    • Voluntary disclosure assistance for unreported foreign assets

    Benefits:

    • Peace of mind knowing you're fully compliant with complex international requirements

    • Strategic positioning to minimize global tax burden

    • Protection from substantial penalties for non-compliance

    • Coordinated international and domestic tax planning

  • We represent you during IRS audits, tax appeals, and offer-in-compromise negotiations to resolve tax problems effectively.

    Our Approach:

    • Professional representation in all IRS communications and proceedings

    • Thorough preparation and organization of supporting documentation

    • Strategic negotiation of payment plans and settlements

    • Penalty abatement requests when appropriate

    • Clear explanation of options and likely outcomes

    Benefits:

    • Reduced stress during difficult tax situations

    • Professional expertise navigating complex IRS procedures

    • Often better financial outcomes than self-representation

    • Resolution of long-standing tax issues

  • We create tax-efficient wealth transfer strategies to protect your assets and minimize estate taxes for your heirs.

    Our Approach:

    • Comprehensive estate tax projection and planning

    • Strategic gifting programs to maximize tax-free transfers

    • Trust structure recommendations and implementation

    • Business succession planning with tax considerations

    • Coordination with estate attorneys and financial advisors

    Benefits:

    • Maximized wealth transfer to heirs and chosen beneficiaries

    • Reduced estate tax burden

    • Coordinated estate plan that addresses both tax and non-tax goals

    • Peace of mind knowing your legacy wishes will be fulfilled efficiently

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Financial Management & Accounting

Our financial management services provide the foundation for informed decision-making and long-term business success. We deliver accurate, timely financial information paired with strategic insights.

  • We manage your accounts payable, accounts receivable, and financial reconciliations with attention to detail and accuracy.

    Our Approach:

    • Systematic recording and categorization of all financial transactions

    • Regular bank and credit card reconciliations

    • Accounts payable and receivable management

    • Payroll processing and reporting

    • Monthly financial statement preparation

    Benefits:

    • Accurate, up-to-date financial records

    • Time savings through professional management

    • Early identification of financial issues or opportunities

    • Solid foundation for tax preparation and business planning

  • We create clear balance sheets, income statements, and cash flow reports that help you understand your financial position.

    Our Approach:

    • Preparation of GAAP-compliant financial statements

    • Customized reporting packages for your specific needs

    • Comparative analysis against prior periods and industry benchmarks

    • Regular review meetings to explain findings

    • Management recommendations based on financial results

    Benefits:

    • Clear understanding of your current financial position

    • Identified trends and patterns affecting your business

    • Data-driven decision making capability

    • Professional documentation for lenders and investors

  • We help you select and register the right business structure (LLC, S-Corp, C-Corp) to maximize tax benefits and liability protection.

    Our Approach:

    • Comprehensive analysis of business goals and personal circumstances

    • Detailed comparison of entity options and tax implications

    • Assistance with formation documentation and filing

    • EIN obtaining and initial tax registration

    • Ongoing compliance guidance

    Benefits:

    • Optimal structure for your specific situation

    • Maximized tax advantages from day one

    • Appropriate liability protection

    • Solid foundation for future growth

  • We create comprehensive financial projections and business strategies that attract investors and guide your company's growth.

    Our Approach:

    • Detailed financial projections and cash flow modeling

    • Market and competitive analysis integration

    • Strategic goal setting and milestone planning

    • Financing requirement calculations

    • Investor or lender-ready documentation

    Benefits:

    • Clear roadmap for business growth

    • Increased credibility with potential investors

    • Early identification of financial needs

    • Benchmarks for measuring progress

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Wealth Management & Business Advisory

Our advisory services help you make strategic decisions that protect and grow your wealth while optimizing your business operations.

  • We provide comprehensive financial management for high-net-worth families, including investment oversight, tax planning, and estate administration.

    Our Approach:

    • Centralized oversight of all financial matters

    • Coordination among various advisors and specialists

    • Multi-generational wealth planning and education

    • Consolidated financial reporting and analysis

    • Privacy and confidentiality protection

    Benefits:

    • Streamlined financial management

    • Coordinated approach to wealth preservation and growth

    • Time savings through professional oversight

    • Peace of mind from comprehensive planning

  • 1031 exchanges, and minimize capital gains taxes.

    Our Approach:

    • Strategic entity structuring for real estate holdings

    • Cost segregation studies to accelerate depreciation benefits

    • 1031 exchange planning and execution

    • Passive activity loss optimization

    • Opportunity Zone investment analysis

    Benefits:

    • Reduced tax burden on real estate investments

    • Improved cash flow through tax savings

    • Strategic positioning for property transactions

    • Maximized after-tax returns on investments

  • market, and asset approaches for selling, buying, or tax purposes.

    Our Approach:

    • Comprehensive financial analysis and normalization

    • Application of multiple valuation methodologies

    • Industry and market trend consideration

    • Risk assessment and growth potential evaluation

    • Detailed valuation report with supporting documentation

    Benefits:

    • Accurate understanding of business worth

    • Strong negotiating position for transactions

    • Documented valuation for tax or legal purposes

    • Strategic insights for value enhancement

  • planning without the cost of a full-time executive.

    Our Approach:

    • Regular financial review and analysis

    • Cash flow forecasting and management

    • Strategic planning and KPI development

    • Financial systems optimization

    • Funding strategy development

    Benefits:

    • Executive-level financial expertise without full-time cost

    • Improved decision-making through financial insights

    • Enhanced credibility with lenders and investors

    • Strategic financial direction for growth

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