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tax planning

TAX PLANNING

Our Team

Tax Planning

When you file your tax return, there are not many options to reduce your taxes at that time. Our tax planning services are designed to give insight into your tax liabilities and to find strategies to help reduce your tax burden. Tax planning isn't just about crunching numbers and filling forms; it's about proactive strategies and tailored solutions. It's about understanding your unique financial landscape and crafting a roadmap that lets you navigate the ever-changing tax terrain with confidence. Whether you're a seasoned entrepreneur or a budding freelancer, tax planning services can be your compass and your map guiding you towards a future brighter with financial security.

Tax Planning Membership

Our Tax Planning Membership is designed for the small business owner who wants to have better insights to their tax situation throughout the year. The membership is a great option for those who already have a bookkeeper they work with or for the business owner who may already prepare their books internally. The process starts with an initial analysis. After the initial assessment is complete, we will continue with quarterly updates. You will also stay informed with the latest happenings on the tax front so that you don't miss opportunities for savings. 

Quarterly Tax Updates 

$99/mo

per entity
All Businesses
 
Quarterly Tax Updates + Annual Tax Preparation 
Sole Proprietorships and Single-Member LLCs

 

$129/mo

per entity
Quarterly Tax Updates + Annual Tax Preparation

$189/mo

per entity
Partnerships and Corporations

 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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