Tax Discovery Session
We to work with clients for whom we can find real tax savings. Our offer is to provide you with a Tax Discovery Session to identify mistakes and missed opportunities in your tax preparation that are costing you thousands.
For $350 we will analyze your last filed tax return, and if you decide to continue with us, this amount will be applied to your first invoice. if we can't identify a way to save you money, we will donate $200 to your favorite charity.
We provide services for both individuals and businesses; clients start with their Tax Discovery Session. Once enaged, clients complete their tax coaching and planning sessions. We are a comprehensive service; during the tax planning and coaching sessions various issues arise based on each entities specific situation, to include business valuation, Quickbooks review, estate planning, cash flow management, business valuation, strategic business planning, and new business formation, to name just a few.
Tax Maintenance and Preparation
After completing our Tax Planning, you will be enrolled in our Tax Maintenance Program. Based on your tax complexity you will be placed in a Green, Blue, Black or Double Black plan which includes one-on-one meetings, phone call consultations, and tax preparation. When it's time to prepare your return, our team provides you with their tax planning experience, support and an organizer to make tax time easier. Your return is cross-checked and reviewed by our team, then cross-checked again.
We work hard to save your cash by reducing your taxes and that is not enough. We’re committed in seeing you and your family grow your wealth to achieve your dreams. As a result, we have expanded our services to include financial coaching. We believe in educating families to overcome the behaviors which can destroy your long-term dreams and erode confidence in achieving your goals.
Bookkeeping and Fractional CFO Service
We offer Quickbook review and trainings to clients when needed. This includes assisting you in determining appropriate account coding for recurring transactions, recording transactions on a monthly basis, and reconciling bank accounts.
Our services include online payroll, direct deposit, employee self-service, tax filings and workers' compensation.
We can also help resolve your IRS issue or audit; please contact our offices today. Visit our Tax Problems section for more information.
We strive to work with clients for whom we can find real tax savings. Our offer is to provide you with a Tax Discovery Session to identify mistakes and missed opportunities in your tax preparation that are costing you thousands.
For $350 we will analyze your last filed tax return, and if you decide to continue with us, this amount will be applied to your first invoice.
Please fill out this form to get started. We look forward to working with you to reduce your taxes, save cash, grow your wealth, build your business and achieve your dreams.