Project Details
We perform an in-depth analysis of your tax situation preceding the coming tax year and make recommendations that should be implemented before year-end.
Packages Included
Which of the packages does this service include?
- Business Tax Services
- Standard
- Elite
Why Beneficial
- 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.