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Put our experienced tax strategists to work for you
Mitigating your tax burden is always a core goal. This is best achieved through comprehensive tax planning. Whether you’re a sole proprietor or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice. Our experienced tax specialists excel at tax planning and preparation for businesses.
- A modern, streamlined experience—From initial and ongoing collection of tax documents to filings, we provide a seamless, digital experience.
- A custom experience—Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.
- Year-round support—Our team is available throughout the year to help you make smart tax decisions and plan appropriately.
Basic
Includes:
- Tax return preparation
- 2-year tax comparison report
- Consultation time - 30 minutes (Phone, Zoom or Email)
- QBO Subscription Included or QBD Hosted Environment*
Bi-annual review:
- Includes mid-year meeting
Billing
- Twice a year via ACH
Standard
Includes Basic plus:
- 1-year tax projection report
- Consultation time - 1 hour (Phone, Zoom or Email)
Quarterly review:
- Includes mid-year meeting
- Year-end meeting
Billing
- Quarterly via ACH
Complete
Includes Standard plus:
- Consultation time - 3 hours (Phone, Zoom or Email)
- Tax Strategy sessions with deliverables
Quarterly review:
- Quarterly meetings
- KPI reports
- Fixed assets record updating and reporting
- Review that owners compensation is reasonable
Billing
- Monthly via ACH