SMALL BUSINESS
SOLUTIONS

Entity Selection Assistance

Not sure whether to form an LLC, corporation, or partnership? We’ll walk you through it, step by step.

We’ll walk you through your options

We'll explain how each one affects your taxes

We'll help you choose the setup that fits your goals

Schedule a free consultation

Small Business Tax Credits

Unlock valuable tax savings you might not even know you qualify for.

We help small businesses identify and claim key tax credits that put real money back in your pocket.

Employee Retention Credit

Rewarding businesses that kept employees on payroll during tough times.

We'll help you claim substantial credits for retaining staff during eligible quarters.

R&D Credit

Innovate and save.

Receive credits for investing in product improvements, new services, or software development.

Health Insurance Credit

Support your team’s health.

Offset the cost of providing health insurance to employees as a small employer.

Employer-Provided Tips Credit

Get credit for tipped wages.

Recoup Social Security and Medicare taxes paid on tips earned by employees.

Small Employer Pension Plan Credit

Plan for the future—yours and theirs.

Earn credits for starting a qualified retirement plan and auto-enrollment for employees.

New Markets Tax Credit

Invest where it matters.

Gain credits for investing in underserved communities and supporting economic growth.

General Business Consulting

Running a business is complex, but your finances don’t have to be. With Witzig CPA as your trusted advisor, you get expert insight, smart strategies, and a clear path forward.

From big-picture planning to day-to-day decisions, our business consulting helps you move with confidence and build long-term success.

Cash flow insights, budget setup, profitability strategies

Financial Planning & Forecasting

Smart structuring and tax-saving insights tailored to your business model

Tax Strategy & Entity Guidance

Streamlined accounting systems, expense tracking, and financial tools setup

Operational & Tech Efficiency

Financial Projections

Whether you're pitching to investors or planning internal growth, financial forecasts help you make data-backed decisions.

We start by looking at your past financial data, like how much you’ve made and spent.

Then we forecast what your business could look like over the next 3 to 5 years.

Your forecast may include things like:

Projected income

Expenses

Cash flow

The result? Reports such as income statements, budgets, and balance sheets that help you make confident, informed decisions.

Quarterly or Annual Reporting

We're experts in helping assemble your quarterly or annual financials as needed.

These include income tax basis and GAAP basis financial statements, and we can offer guidance to ensure your reports align with the appropriate method.