A Commitment to Quality and Excellence
Cuong Le CPA, Inc is poised to helping clients achieve its financial goals. We take time to build personalized quality services by challenging ourselves and pushing boundaries. Communications, close contact and innovations enable us to maintain long-term relationships with our clients. Below are listed services that we offer:
Experience and Solutions
Financial Advisory for Dentists and Other Healthcare Professionals
We gauge our worth by the personal and health care financial successes of our doctors. We help assess the best value from your complex business transactions, identify areas affecting your Practice's profitability and growth, as well as develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address issues to achieve your financial goals.
This includes but not limited to:
- Potential Targets Evaluation / Pre-deal Valuation
- Buy-side Financial Due Diligence
- Sell-side Financial Due Diligence
- Working Capital Assessment
- Business Plans Assistance
- Financing Proposals Preparation
- Practice Transitions and Fraud Awareness Consulting
- Management Turnaround
- Expert Witness
Tax, Write-Up and Payroll Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
- Tax effects of buying/selling a business
- Tax audit representation
- Divorce and support issues
- Tax planning & preparation
- Sales Tax
- Payroll Tax
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist with the day-to-day tasks associated with bookkeeping for doctors, dentists and other health care professionals.
Estate & Trust including Administration and Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Financial & Business Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
You work hard and protecting your financial security is important. We are independent advocates offering strategic insurance advice, risk and claims management, and the lowest premiums for appropriate coverages on business insurance, employee benefits, life insurance, health insurance and personal insurance.