Tax Consulting Services

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Advice, Tax Projections, and Tax Planning go hand in hand to help you save more of your hard earned money for yourself and your family.

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Tax Projections allow you to anticipate what you will owe in taxes based upon your current income so that you can make your estimated and withholding payments based upon your actual tax liability not last year’s so you don’t owe or have an extra penalty.

Tax Planning takes tax projections to the next level by using tax law to decrease your tax liability.

By creating a strategic tax plan at the beginning of the year it is easier to take advantage of tax saving strategies that may be out of reach when you wait until the last minute.

With a tax advisor on retainer get answers to all of your important tax questions as they come up when guidance can change your life.

  • For individuals, freelancers, and startups

    • Review of your Financial Statements (Profit and Loss, Balance Sheet, Statement of Cash Flows, Aging A/R & A/P, etc) once during the year

    • Tax Projection for your entity and individual situation to estimate your current and annual tax liability based on real data

    • Tax Plan to identify tax strategies to help you legally reduce your tax liability

    • Annual Tax Filing for your business or personal return (simple 1040 w/ Schedule C)

    • Ongoing email support and mid year check in

    *add ons/ customization available

  • For small businesses that are ready to scale

    • Review of your Financial Statements (Profit and Loss, Balance Sheet, Statement of Cash Flows, Aging A/R & A/P, etc) each quarter April, June, October, December

    • Tax Projection for your entity and individual situation to estimate your current and annual tax liability based on real data updated quarterly based upon most recent financial statements

    • Tax Plan to identify tax strategies to help you legally reduce your tax liability

    • Annual Tax Filing for your business (1120S)

    • Email and phone support & 4 (Quarterly) Zoom/In Person Business Updates in April, June, October, December

    *add ons/ customization available

  • For small businesses that have expanded

    • Review of your Financial Statements (Profit and Loss, Balance Sheet, Statement of Cash Flows, Aging A/R & A/P, etc) each month

    • Tax Projection for your entity and individual situation to estimate your current and annual tax liability based on real data updated monthly

    • Tax Plan to identify tax strategies to help you legally reduce your tax liability updated monthly

    • Annual Tax Filing for your business and family (1120S and 1040)

    • Email, phone, and in person support & 12 (Monthly) Business Updates

    *add ons/ customization available

  • Have you ever had a question and were unsure where to turn for guidance on accounting operations, tax implications, or written tax law guidance but don’t need a full year of service? We provide consultations and bill hourly as needed for your unique situation.

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Would you prefer to give your money to taxes or create a nest egg to for generational wealth?

Request your Consultation Here