Category

Financial Advisory Services
financial planning and analysis
Financial Planning and Analysis, or FP&A, is one of the most important components of a company’s financial health. There is a reason FP&A professionals are highly specialized and valued within organizations. The work they do, if done well, will drive almost every aspect of their company’s strategies, goals, and overall value. The power and capabilities...
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tax planning
If there’s an aspect of financial planning that’s leading the pack in the running for Most Neglected, it’s probably tax planning. We all pay taxes, so it’s something we’ve all got to do to some extent, and many view it as a chore. This is unfortunate, as intelligent tax planning can potentially save you significant...
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tax advisor
For business owners and wealthy individuals alike, taxes play a major role in managing financial health. Whatever your financial situation, tax preparation is an important part of the picture. About a third of people choose to employ a tax advisor to help them file tax returns and assist in tax planning, and there’s no guessing...
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finance and tax
The world of finance and tax can be daunting to just about anyone who isn’t a professional in the field. Those who specialize in one or more areas of the field have usually spent years of dedicated study and practice before becoming competent at what they do. Even then, they are often specialized in one...
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business financial
At Saddock Advisory we love what we do. Yes, we’re financial advisors, but the truth is we can offer so much more than advice or tax preparation. We’ve been in business for nearly four decades, and in that time we’ve learned that our client relationships are the most important aspects of our business. We are...
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company audited
Every year around this time, business leaders across the U.S. are sweating thanks to Tax Day. Even if you have a professional who handles your finances and taxes, an audit is always possible. We even detailed some common mistakes that can trigger an audit in this February blog post. While the chances of an audit...
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Many great companies got their start with a hands-on approach. And business leaders are used to doing it all. Or at least they figure out how to do something if they didn’t already know how. But although hard work and passion will only carry your company so far, there will eventually come a point in...
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When seeking a financial advisor, you are essentially beginning a partnership. Even if you have some experience navigating finances, you are pretty much putting your business and its future in the hands of your new guide—which is why it’s crucial that you partner with an advisory team you trust. Cultivating trust is one of the...
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Business valuations are no simple task, there are lot of areas to cover and many aspects to consider. While some business owners try to take on this project themselves, we don’t recommend it. You may miss some important things that could end up costing you big. However, we do believe and encourage all of our clients...
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2019 is just another chapter of the Digital Age we’re living in. And with this age of great technological breakthroughs and accessibility, it’s easy to forget just how big of a deal some of our devices really are. With online banking, cash apps, and notes that sometimes store passwords and important info at our fingertips,...
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