Tax Services
Tax Services
Business Services
+-We provide service solutions that allow business owners to focus on running and growing their business. Our services are designed to scale with your business as it grows, delivering intentional and measurable outcomes.
Key Outcomes:
Grow Revenue
Reduce or Eliminate Errors
Remove Wonder & Worry
Business Tax
+-We review and implement the necessary structures to leverage the tax code for the business owner's benefit.
Individual Tax
+-We provide personalized tax services that relieve clients of tax-related stress while maximizing the benefits of the tax code based on their unique circumstances.
Our Approach:
Delegates of tax stress and work
Maximizing tax code advantages for individual situations
Tax Service Package (Businesses)
Base Package
+-Ensures proper recording and reporting of business expenses.
Flows seamlessly and accurately to your tax filing/reporting.
Best Fit
Sole proprietors with no employees
Influencers
Realtors and commission-based sales
Contractors
Landlords and property owners
Premium Package
+-Base + Proactive Tax Planning
Adds tax planning to the Base package
Designed for closely held business owners (CHBOs) to delegate high-value decisions
Frees time to focus on revenue growth and strategic business initiatives
Includes:
Adding earners/employees
Focus on additional monetization activities
Aligns with business maturity and wealth accumulation goals
Extended Package
+-Comprehensive Business & Tax Solutions
Advanced tax calculations
Buy/Sell preparation
Entity selection
Tax substantiation support
Tax projections and ongoing implementation
Passing income analysis and recommendations
State-level tax analysis
Wealth Management Integration (available for full suite clients)
Business Valuation
Group purchasing organization
Succession planning
Industry-specific tax planning
Tax "whiteboard sessions"
High-risk area reviews
Best Fit
Businesses with multiple owners
CHBOs planning to sell or transition out
High Net Worth (HNW) to Ultra-High Net Worth (UHNW) households
Those seeking a tailored, high-value tax strategy
Consulting Services:
Ratio analysis
Strategic business and tax analysis
