*We currently are not accepting non-profit, trust, or estate clients – only sole proprietors, LLCs, home associations, S-Corps, Corporations.
Tax Planning & Strategy
Tax Planning, Projections, Strategy, & Management
- Tax Projections & Strategy: If you hate paying taxes, we are right there with you. We partner with a fantastic tool that updates your tax projections in real time based on the current performance of your company. We build your individual tax strategy based on your current tax projections and identify what you need to do before the end of the year to lower your tax burden as much as possible.
Tax Planning Software Platforms we partner with:
Our Services
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° ° ° Tax Preparation Services ° ° °
Analyze your Liability & Save Money
Monthly Tax Planning & Strategy
Year-Round Monitoring
Included with our Standard & Elite package
Or available as an Add-On to our Starter package
We monitor your tax liability year-round so that you can implement strategies throughout the year and minimize the tax you have to pay by making smart decisions. We use a tax planning and strategy dashboard that you have access to at any time so you always know where you stand for the upcoming tax year. Your tax dashboard is linked to your Quickbooks Online account so that it always has the most up to date information. It also includes tax simulation software so that you can see how changes in your company and life might impact your taxes at the end of the year. Additionally, we perform an in-depth analysis of your tax situation in the fall preceding the coming tax year, and meet with you regarding your potential tax strategies that need to be implemented before year-end.
One-Time Tax Planning & Strategy
In-Depth Analysis
$650 - $11,250
depending on complexity
We perform an in-depth analysis of your tax situation in the fall preceding the coming tax year and meet with you regarding your potential tax strategies that need to be implemented before year-end. We use a tax planning and strategy dashboard that you have access to for three months following the completion of your project. We link your tax dashboard to your Quickbooks Online account so that it has the most up to date information. It also includes tax simulation software so that you can see how changes in your company and life might impact your taxes at the end of the year.
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