Typical Situation: Our client has a owner occupied industrial or commercial property. Or are owners and property managers of multitenant properties. They are looking at reducing expenses and are looking at their COM ED electric expenses and lighting maintenance also.
 
When you hear a business owner say:
·         “I we are going to have the shop open 24/ 7 to keep up with orders.”
·         “We looking to cut costs.”
·         “How can I save on utilities?”
 
Energy Consultants provide a full turnkey program to update the lighting capabilities of a commercial or industrial property making it energy efficient and environmentally friendly so that it will provide significant long term cost savings for the property owner.
 
How they Work They audit the entire property, propose multiple solutions that include a cost benefit analysis, procure and install the new product, and perform all administrative work necessary to obtain the available rebates from the local electric company.
 
Matching Ideas with Resources:

Steering Direction
 
GLM Financial is more than an accounting firm.  We are a friendly staff of seasoned professionals dedicated to delivering the right solutions to fit your financial reporting needs. GLM, Inc. provides professional Business Accounting Strategy Consulting to small and medium sized businesses.
 
Who we would like to work with:
B2B Business Owners:               Manufacturing, Wholesalers, Distribution
Professional Services:                Consultants, Lawyers, Financial, Medical
B2C Business Owners:               Auto: Repair, Supply, Dealerships, and other Retail Business
 
Businesses with 0 - 50 Employees             and/or                  $0 - $10M in Yearly Revenue
Business within a 15-20 mile radius of Schaumburg
Business Owners

• Committed to effective implementation of business building strategies
• Desires to grow the business or merge and/or acquire additional businesses
• May want to transition out of the business in 3-5 years.
• Wants a review of previous years’ Tax Returns.

 
When you hear a business owner say:

• “My accountant does not return my calls.”
• “I never meet with my accountant” or “I only meet with my accountant at tax time.”
• “I have no idea what my accountant is going to charge me each month”
• “Our Cash Flow is fairly tight right now.”

 
You can introduce me:
“GLM is who you should talk to about getting your financials in order. I would love to introduce you to Tom Gosche who can figure out if there is a way to get you on track.”
 

Matching Ideas with Resources
 
Referral Partners:
I would also like warm introductions to other potential referral associates. I also have potential referrals for them:

• Bankers
• Business Attorneys
• Management Consultants
• Business Coaches
• Commercial Real Estate
• Business Insurance/ Benefits

 
You can introduce me:
“Tom Gosche is with GLM and works with similar clients as you do. Would you be willing to talk with him and see if you can exchange referrals?”

Below is taken directly from the IRS. 

It’s the time of the year when many taxpayers choose a tax preparer to help file a tax return. These taxpayers should choose their tax return preparer wisely.  This is because taxpayers are responsible for all the information on their income tax return. That’s true no matter who prepares the return.
Here are ten tips for taxpayers to remember when selecting a preparer:

1. Check the Preparer’s Qualifications. Use the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications. This tool helps taxpayers find a tax return preparer with specific qualifications. The directory is a searchable and sortable listing of preparers.
2. Check the Preparer’s History. Ask the Better Business Bureau about the preparer. Check for disciplinary actions and the license status for credentialed preparers. For CPAs, check with the State Board of Accountancy. For attorneys, check with the State Bar Association. For Enrolled Agents, go to the verify enrolled agent status page on IRS.gov or check the directory.
3. Ask about Service Fees. Avoid preparers who base fees on a percentage of the refund or who boast bigger refunds than their competition. When asking about a preparer’s services and fees, don’t give them tax documents, Social Security numbers or other information.
4. Ask to E-File. Taxpayers should make sure their preparer offers IRS e-file. The quickest way for taxpayers to get their refund is to electronically File their federal tax return and use direct deposit.
5. Make Sure the Preparer is Available. Taxpayers may want to contact their preparer after this year’s April 17 due date. Avoid fly-by-night preparers.
6. Provide Records and Receipts. Good preparers will ask to see a taxpayer’s records and receipts. They’ll ask questions to figure things like the total income, tax deductions and credits.
7. Never Sign a Blank Return. Don’t use a tax preparer who asks a taxpayer to sign a blank tax form.
8. Review Before Signing. Before signing a tax return, review it. Ask questions if something is not clear. Taxpayers should feel comfortable with the accuracy of their return before they sign it. They should also make sure that their refund goes directly to them – not to the preparer’s bank account. Review the routing and bank account number on the completed return. The preparer should give you a copy of the completed tax return.
9. Ensure the Preparer Signs and Includes Their PTIN. All paid tax preparers must have a Preparer Tax Identification Number. By law, paid preparers must sign returns and include their PTIN.

Report Abusive Tax Preparers to the IRS. Most tax return preparers are honest and provide great service to their clients. However, some preparers are dishonest. Report abusive tax preparers and suspected tax fraud to the IRS. Use Form 14157, Complaint: Tax Return Preparer. If a taxpayer suspects a tax preparer filed or changed their return without the taxpayer’s consent, they should file Form 14157-A, Return Preparer Fraud or Misconduct Affidavit.

​Once you have done your homework, make sure you give GLM an opportunity to help you. Learn More