Business Tax Services

Strengthening your financial future

Membership services to help you succeed financially

Sign up for your small business membership plan

SMALL BUSINESS MEMBERSHIP PLANS FOR GREATER PEACE OF MIND

Because of Covid and the partial shutdown of the economy, many small businesses are struggling to survive. They aren't make making and keeping enough money. They are paying too much for taxes. They are struggling to think about and know how best to grow and protect their money. Most importantly, they aren't getting the support and timely financial knowledge needed to make the best decisions.

Too many small businesses are trying to do it all themselves. They aren't financial experts, make poor financial decisions, and are distracted from focusing on those activities that can bring them money and joy. Often the businesses will hire an in-house financial person. This adds to the costs and creates additional financial strain.

Receive the peace of mind that comes from having an outstanding financial and accounting professional who cares to be there for you. We are dedicated and passionate about helping you and your business to thrive. You excel in your passions and this is where you want to focus. We offer services to help you to do just that.

We become a strong integrated partner with you to help you succeed. We help you to:

Minimize your taxes
Assist with tax audits
Enhance your cash management
Provide year-round tax consulting
Manage your accounting
Develop your tax plan
Create and implement your financial plan
Continually build your financial future through monthly coaching calls

SMALL BUSINESS MEMBERSHIP PLANS

Starter: Business Tax Return & Year-Round Support

Have tax professional available year-around to help your business submit your taxes quarterly and at year-end, assist your business with IRS audits, and answer any tax questions you have.

- - Tax Returns: We submit an accurate tax filing with you that optimizes your return.
  - IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
  - Tax Support: You can call us with tax issues or questions.

These services are typically priced at $1,900.

Membership Price: $70 per month.
Initial Setup Fee: $84

BRONZE: Business Tax Planning and Coaching

We help you to develop a tax plan. This involves identifying and implementing various strategies to minimize your tax liabilities. As a small business, this can mean providing more money for expenses, investment, or growth.

- - Tax Planning: We help you to develop a tax plan.
  - Tax Return: We help you to submit your tax return.
  - IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
  - Year-Round Tax Support: We are available year-round to help you with IRS audits and to answer your tax questions.

These services are typically priced at $3,000.

Membership Price: $120 per month.
Initial Setup Fee: $144

SILVER: Business Financial Planning and Coaching

Financial planning helps to ensure that you have a smart strategy in place for your success and the success of your business.

Financial Plan: We help you to develop and implement a financial plan to grow and protect your money.
Tax Plan: We work with you to develop a tax plan.
Tax Return: We help you to submit your tax return.
IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
Year-Round Tax Support: We are available year-round to help you with IRS audits and to answer your tax questions.

These services are typically priced at $7,000 to $10,000.

Member Discount Price: $230 per month.
Initial Setup Fee: $276

GOLD: Business Monthly Coaching

In addition to the services below, we meet with you monthly online to help you to develop and implement your financial plans, tax plans, address any tax questions you have, and to help you succeed.

- Monthly Coaching: We virtually meet with you monthly to help you to develop and implement your financial plans, tax plans, to address any tax questions you have, and to help you succeed.
- 15% Discount: You receive 15% off of our accounting and payroll services.
- Financial Plan: We coach and assist you in developing a financial plan.
- Tax Plan: We work with you to develop a tax plan.
- Tax Return: We help you to submit your tax return.
- IRS Tax Audits: We help you with IRS tax audits for this and last year's returns.
- Year-Round Tax Support: We are available year-round to help you with IRS audits and to answer your tax questions.

These services are typically priced at $10,000 - $15,000

Membership Price: $550 per month
Initial Setup Fee: $600