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

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