Business Taxes
Tax Strategy Review Edition
🔍 Session Overview:
A 60-minute deep dive where I’ll:
1️⃣ Audit-Proof Your Past: Review 2 prior year returns to find missed deductions & compliance risks
2️⃣ Optimize Your Present: Analyze your current tax position for immediate savings opportunities
3️⃣ Future-Proof Your Wealth: Deliver a customized 12-month Tax Domination Plan
💰 What You Get:
✔️ “Found Money” Report: Every overlooked deduction/credit from past filings (average client finds $18,700+)
✔️ Compliance Risk Assessment: Red flags that could trigger IRS scrutiny (with fix-it checklist)
✔️ Custom Tax Roadmap: Exactly how to legally reduce taxes by 20-40% next year
✔️ Entity Structure Analysis: Should you be LLC, S-Corp, or something smarter?
🎯 Ideal For Small Business Owners Who:
• Make $150K+ annually but feel overtaxed
• Have DIY’d taxes or used a generic preparer
• Want to pay their fair share – but not a penny more
*Fee is applied to any booked service during the session.
💵 Investment:
$500 (100% applicable to any implementation services)
Year-Round Tax Strategy Package
Comprehensive Tax Planning & Savings Solutions
Maximize savings & minimize liabilities with proactive tax planning—all year, not just at tax season.
Includes:
✅ Initial Strategy Session – Custom tax-saving roadmap
✅ Quarterly Check-Ins – Adjust for income changes & new laws
✅ Business Optimization – Deductions, credits, entity structuring
✅ Investor/Real Estate Planning – 1031 exchanges, capital gains strategies
✅ Retirement & Wealth Strategies – Tax-efficient accounts, Roth conversions
✅ Year-End Review – Final moves & filing prep
Bonus: Deduction checklists, priority support, CPA coordination.
Perfect for: Business owners, investors, freelancers & high earners.
Stop leaving money on the table—let’s build a tax strategy that works for you 365 days a year!
*This service provides year round tax strategy and tax preparation for one business as described in the contract between us and the client. Very client specific.
Business Tax Preparation and Planning Consultation (Not For Actual Tax Preparation)
This service is a 30 minute consultation regarding business taxes and tax liability reduction to assess your need and qualification for our preparation and bookkeeping services to ensure you keep more of your hard earned money.
Small Business Tax Preparation and Planning Session
This service is to prepare your small business return and provide strategic planning for the remainder of the year. Rate may adjust depending on business specifics and other forms needed such as rental properties, etc.
Yearly Bookkeeping Services
Next Level Bookkeeping and Tax Preparation Package
FEATURES & SERVICES
Unlimited Tax Consulting
Year-End State/Federal Business Tax Returns
Monthly Bottom Line
Quarterly Profit and Loss Statements
Year-to-Date Profit and Loss Statement
Bookkeeping
Secure Online Document Portal
Detailed Profit Plan
(4) 1 Hour Business Coaching Sessions
Tax Preparation for Business Entities
VIRTUAL Business Tax Preparation and Planning Session
This is a virtual appointment and everything will be handled via Zoom. This service is to prepare your small business return and provide strategic planning for the remainder of the year. This is only the basic rate and may adjust depending on the complexity of the business specifics and tax forms. You will be sent a zoom link and a google form link to upload your information prior to the appointment.
1099 Filing
This service creates 1099 forms for each employee, mails it to them and submits your copies to the IRS electronically. This service BEGINS with a flat set up fee of $150 and has an additional fee of $50 per 1099 employee with a 10 employee minimum. If the minimum is not met the fee is $75.00 per 1099 employee.
