We help you to get the biggest deduction for your small business -
AND, the plans and services to improve your finances.
Tax refund advance
You could get up to $1,000 by applying for a 0% interest, no fee loan when you file with us.
Accuracy
You don't want problems with the IRS. We double check our work and use top of the line tax software for professions to ensure that everything is accurate based on the information you have provided.
Year-round availability
Convenience
You don't just submit your taxes through us and we disappear. This year is one of most complicated. By joining a membership program you have a professional available to you year-round to help with IRS audits and to answer your tax questions
We have made it easier than ever work with a tax pro. We make it easy for you to upload your documents and meet with your friendly tax professional online. You can also visit us at our office.
Maximized allowable returns
We are tax pros. We have 15-years experience and don't stop until you get every dollar you deserve.
Best referral incentive
We offer an incredible referral program. Get $75 for each new customer you refer who files their tax return with us. Plus, your friends will get $50 off their tax prep fees.
Maximized allowable returns
We are tax pros. We have 15-years experience and don't stop until you get every dollar you deserve.
Accuracy
We double check our work and use top of the line tax software for professions to ensure that everything is accurate based on the information you have provided.
Convenience
We have made it easier than ever work with a tax pro. We make it easy for you to upload your documents and meet with your friendly tax professional online. You can also visit us at our office.
Speed
Our speedy tax service makes your life easier with everything you need in one place. We make available all of our skills to help you get your taxes done right quickly.
Tax refund advance
You could get up to $6,000 by applying for a 0% interest, no fee loan when you file with us.
The best referral incentive
Get $75 for each new customer you refer who files their tax return with us. Plus, your friends will get $50 off their tax prep fees.
SMALL BUSINESS MEMBERSHIP PLANS FOR GREATER PEACE OF MIND
Because of Covid and the partial shut-down of the economy, many small business 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 additionally 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.
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- 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.
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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.
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- Tax Plan: 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
We coach and assist you in developing and implementing a financial plan to grow and protect your money.
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- 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 $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 virtually meet with you monthly to help you to develop and implement your financial plans, tax plans, and to address any tax questions you have. Additionally you receive 15% off on our accounting and payroll services.
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- 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
Plan Comparison Overview
