Sandoval Tax

Business Consulting Solutions

We serve all 50 states

Business Consulting Solutions

Are you looking for ways to run your business better?

Are you unsure about what type of organizational entity is best for your business?

Are you ready to find a consulting partner that can help you with strategic planning and initiatives in your business?


A business plan organizes and documents the strategies you have for running and growing your business. You might need it to get a loan, to find a partner or investor, or simply to crystalize your thoughts.

Business Consulting Joel

Business Planning

A business plan organizes and documents the strategies you have for running and growing your business. You might need it to get a loan, to find a partner or investor, or simply to crystalize your thoughts.

There are many parts to a business plan, including:

Whether you need a comprehensive business plan or just one section mentioned above, we can help. We offer services designed to work with you, step by step, to create the perfect business plan for your organization.

Startup Consulting

If you have recently started a business or are thinking of starting one in the future, we can provide our expertise. Working with a financial professional from the beginning of your business venture nearly doubles the chances of your success.

There are literally hundreds of things to take care of with a new business, and we can help take some of that burden off of your hands. Here are just a few things that need to be covered during your startup phase that are related to compliance or financial requirements:

If you hire employees:

Annual Budgeting

Budgeting can sound restrictive, which is why we prefer the term “Profit Planning.” It’s really the same thing: the ultimate goal is to help you realize your profit goals by tracking spending and sales, avoiding overspending, and making sure you have the revenue volume to cover your overhead expenses.

Our budgeting services include:

Preparing a 12-month budget that includes revenue and expense goals based on your chart of accounts

Monthly reporting of budget versus actual variances to increase your accountability

A quarterly review of actual versus budgeted amounts and an analysis of over and under accounts, including actions to take to stem any issues or shortfalls

An optional capital budget based on balance sheet accounts and new capital acquisitions

Please contact us if you would like to discuss our budgeting, or rather Profit Planning, services.

Entity Selection

Many factors should go into the decision of choosing the best entity type for your business. Each entity type has different legal and tax advantages and disadvantages. The most common choices for type of entity are:

We can advise you of the options available to your situation and/or circumstances, plus help you get started with business filing requirements.

As your business grows, it may outgrow your original choice of entity. We can help you evaluate the right choice of entity for the phase your business is in today and help you re-organize if a change is determined to be the best course of action.

Contact us to get started on entity selection services.

Management Consulting

With our management consulting services, we typically work with a senior executive on a specific project or on a retainer basis. In many cases, it can be extremely valuable to simply have an educated, unbiased outside view at your disposal.

The goal of our management consulting services is to improve your business performance, often through profitability or other measurable results.

Feel free to contact us to find out more about our management consulting services.

Strategic Planning

Our strategic planning services help your organization evaluate or re-focus your goals, resources, and energy.

We help you create a vision statement and a mission statement so that you have a solid foundation to build upon. We then work with you to set goals and objectives, including how to measure progress through metrics you select.

From there, we help you create your action plan as well as set up accountability and a periodic progress check. When your employees, customers, vendors, investors, and other stakeholders clearly understand and are in alignment with the business’s objectives, you have the best opportunity to succeed.

Let us know how we can help you develop your strategic plan.


To schedule a free discovery call and learn how our services can help you, please either call us, email us, or schedule your call using the link below.

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