The agenda for this 3 hour session is to
- review the last 3 months of your books/ financials
- review tax strategies that will help you legally reduce your taxes
- determine your income tax liability & estimated taxes for the quarter
- review your sales tax & payroll tax filings
- answer any questions that you have since we last spoke

This is an in-depth review of your books for the quarter, we will true up the tax liability numbers, and review the systems and processes.

We will get you set up for the Masterclass which includes approximately 8 hours of outlining everything you need to know about your businesses. It will also include
- Personnel and Operating Issues
- Evaluating the Financial Feasibility of a Business Idea
- Tax Consequences of the Business
- Proper Entity Formation
- Professional Standards
- Financing Options for the Business
- Risk Management and Insurance
- Practice Management and Client Development

A year-end tax review meeting can help save you money! The purpose of the meeting is to clean up your books (if necessary) and project your tax liability for the current year. After review of your documents, we can make recommendations to reduce the amount of taxes that you will owe.

The purpose of this call is to get to know each other! We will answer any questions about our services that you may have and see if we are a good fit for your needs Please note that we do not provide any tax or business advice during this call.

This call is for those who would like a Licensed Tax Professional to prepare their LLC, Partnership, S Corp, Corporation taxes. We will provide you with a checklist of all the information you will need to get started, discuss pricing, etc.

This is for our current clients who would like to schedule a phone/video call to go over any updates or questions and concerns regrading their tax return. We do not simply disappear after tax season like some firms, we are here to help you year round.

This is your opportunity to ask specific questions about your Tax & Accounting needs and gain clarity on tools and tactics you should put in place to keep more of what you earn.

This is for our current clients who would like to schedule a phone/video call to go over any updates or questions and concerns regrading their tax return. We do not simply disappear after tax season like some firms, we are here to help you year round.

This call is for tax clients who have previously set an appointment and submitted all documents necessary to file their taxes. Here we will discuss your file(s), cover any fees and collect final payment and/or you bank information to deposit your refund. This is a virtual Video conference call with the option of voice-only if desired.

For clients who need their personal taxes prepared and are Sole Proprietors or/and have a mixture of Self Employed income and other types of income. This service includes: Preparation and E-filing Federal 1040, corresponding personal forms and schedules, state forms, Itemizing(Schedule A) if needed.

For clients who need their personal taxes prepared and are Sole Proprietors or/and have a mixture of Self Employed income and other types of income. This service includes: Preparation and E-filing Federal 1040, corresponding personal forms and schedules, state forms, Itemizing(Schedule A) if needed.

*Bookkeeping must be in order before booking this appointment. This service includes preparation and e-filing of Federal Tax forms, State Tax forms, and Distribution of K1's via email to members/partners if applicable.

*Bookkeeping must be in order before booking this appointment. This service includes preparation and e-filing of Federal Tax forms, State Tax forms, and Distribution of K1's via email to members/partners if applicable.

A payment plan is an agreement with the IRS to pay the taxes you owe within an extended timeframe. You should request a payment plan if you believe you will be able to pay your taxes in full within the extended time frame.

An Offer in Compromise allows you to settle your tax debt for less than the full amount you owe. It may be a legitimate option if you can't pay your full tax liability, or doing so creates a financial hardship. We consider your unique set of facts and circumstances:

-Ability to pay;
-Income;
-Expenses; and
-Asset equity.

This meeting is best for those ho have access to the majority of their financial documents and IRS notices. We will pull Internal Revenue Service transcripts for transcript analysis. Review the transcripts and any IRS correspondence letters you received and explain its terms to you. Upon review, we will go over the best methods to resolve the issue at hand.