SERVICES
Tax Advisory + Client Accounting Services
- Bank Reconciliations & Month End Closed
- Review AP, AR, Payroll, Expense Tracking
- Ongoing Meeting Cadences
- Onboarding & Transition
- Tax Plan For The Current Tax Year
- 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, BIDEN’S IRA Review For Liability Minimization
- Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
- IRS & Court Case References Support Positions
- Core Strategy Implementation
- Business Tax Preparation
- Individual Tax Preparation
- Quarterly Estimated Payments
- Quarterly Core Tax Planning & Implementation
- Quarterly One-on-One Review Tax Position
Tax Advisory Services
- Tax Plan For The Current Tax Year
- 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, BIDEN’S IRA Review For Liability Minimization
- Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
- IRS & Court Case References Support Positions
- Core Strategy Implementation
- Business Tax Preparation
- Individual Tax Preparation
- Quarterly Estimated Payments
- Quarterly Core Tax Planning & Implementation
- Quarterly One-on-One Review Tax Position
Client Accounting Services
- Bank Reconciliations & Month End Closed
- Review AP, AR, Payroll, Expense Tracking
- Ongoing Meeting Cadences
- Onboarding & Transition