Tax Advisory Services (TAS)	Client Accounting Services (CAS) + TAS
Quarterly or monthly recurring engagement	Monthly or weekly recurring engagement
Goals: Save Money on Taxes File Tax Returns	Goals: Increase Revenue Increase Profit Increase Business Valuation Save Money on Taxes File Tax Returns
Tax Planning Decide on Tax Positions Implementation of Tax Strategies Estimating Taxes Owed Making Quarterly Payments Filing Individual & Corporate Tax Returns (if applicable)	Sub Account Management (AR, AP, Payroll) Monthly Accounting & Bookkeeping Controller Services (multi-entity, currency, etc.) Chief Financial Officer (forward looking) Tax Planning Decide on Tax Positions Implementation of Tax Strategies Estimating Taxes Owed Making Quarterly Payments Filing Individual and Corporate Tax Returns (if applicable) Ongoing Coaching Calls Review Tax Position Ongoing Review of Tax Planning & Implementation

What You’re Gonna Get…	Tax Planning	Planning & Core Implementation	Planning Implementation Preparation Quarterlies
The Tax Plan For 2021 & 2022
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options & Plan To Hit An Extra 1M By Retirement
Insurance Review To Protect Assets & Reduce Taxes
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization
Review Biden Tax Policy Actual & Proposed Pre-Law Changes And Make Recommendations
IRS & Court Case References Support Positions
Tax Advantaged Wealth Management Review
Core Strategy Implementation
Business Tax Preparation
Individual Tax Preparation
Quarterly Estimated Payments
Quarterly Core Tax Planning & Implementation
Quarterly 1on1 Review Tax Position