Blanco Financial, PC — A strategic partner to your success

OUR SERVICES

Financial services built
around your goals.

A tax return. A lender-ready financial statement. A strategic partner to guide your growth. Find the support you need, all in one firm.

01 / OUR EXPERTISE

Tax Planning & Preparation

Tax season should never be a surprise. We prepare individual, business, trust, and nonprofit returns, and plan ahead throughout the year to minimize what you owe.

  • Individual and business income tax returns (1040, 1120, 1120-S, 1065)
  • Year-round tax planning and entity selection
  • Construction tax issues, including long-term contract methods
  • IRS and state notice response and representation
  • Estimated tax payments and multi-state filings

02 / OUR EXPERTISE

Accounting

Good decisions start with accurate numbers. We work with bookkeepers to ensure your books are accurate, current, and organized so you always know where you stand.

  • Monthly and quarterly bookkeeping and reconciliations
  • Financial statement preparation
  • Payroll coordination and sales tax compliance
  • QuickBooks setup, cleanup, and training

03 / OUR EXPERTISE

Outsourced CFO & Business Consulting

Get the financial leadership of a seasoned CFO without the cost of a full-time executive. Drawing on nearly 10 years as a construction company CFO, we help you plan, forecast, and grow.

  • Budgeting, forecasting, and cash flow management
  • Job costing and work-in-progress (WIP) schedules
  • Banking, bonding, and surety relationship support
  • Business valuation support and succession planning
  • Strategic planning and KPI dashboards

04 / OUR EXPERTISE

Business Process Improvement

Inefficient processes cost time and money. We evaluate your accounting systems and workflows, then recommend practical improvements.

  • Internal control evaluation and fraud prevention
  • Accounting system selection and implementation
  • Reporting and month-end close improvements

05 / OUR EXPERTISE

Personal Financial Planning

Your business and personal finances are connected. We help you plan for retirement, education, and the future with an integrated approach.

  • Retirement and cash flow planning
  • Business owner exit and succession planning
  • Coordination with your attorney and investment advisors

STRUCTURED FOR SUCCESS

The right structure.
A stronger foundation.

How your business is organized can matter as much as how it performs. Every business is different, so we tailor the structure to your goals, industry, and exit plans.

One example of a coordinated approach

  1. C-Corporation operating company

    Runs day-to-day operations, can retain earnings for growth, and keeps business risk inside the operating entity.

  2. Holding company partnership (LLC)

    Owns real estate, equipment, and other long-term assets, then leases them to the operating company, shielding those assets from operating liabilities.

  3. Coordinated tax strategy

    Lease payments, asset purchases, and owner compensation are planned across both entities to lower your combined tax burden.

LET’S FIND THE RIGHT FIT

Not sure where to start?

We’ll help you identify the support that fits your goals.

Schedule a free consultation