Project Details
We prepare tax projections monthly beginning in the summer to help you plan for what your tax liability will be for the following year. Access to CPA for any tax questions you may have during the year and year-round monitoring so that you can implement strategies throughout the year and minimize the tax you have to pay by making smart decisions.
Instead of waiting to the end of the year, we work all year long to strategize, review, recommend and accommodate so there are no surprises next tax season.
Packages Included
Which of the packages does this service include?
- Standard
- Elite
Why Beneficial
- Instead of waiting until the end of the year, know where you stand with enough time to plan for it. We start looking at your potential income tax liability three to six months before the end of the year, and work with you all year long to strategize how to save money, analyze timing of purchases, and plan for what’s coming.
- Additionally, you get access to your own Tax Strategy Portal, where you can view up-to-date information on your projected tax liability for the upcoming tax year utilizing your QuickBooks real-time data — allowing you to plan on an entirely different level.
- 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.
- Have peace of mind knowing what’s coming next year for your tax bill so you can plan financially and not worry about what might happen when you get your final tax return filed.
- MONTHLY: We analyze your tax liability with year-round monitoring so that you can implement strategies throughout the year and minimize the tax you have to pay by making smart decisions.
- ANNUAL: Year Round Tax Strategy & Planning with Custom Tax Dashboard. Year round planning for next year’s taxes and access to CPA for any tax questions as well as access to a tax dashboard to see what your tax liability will look like during next year’s tax season so you won’t be surprised.