Tax Planning & Advisory
We here to provide personalized advice and guidance, whether you're an individual, a small business owner, or somewhere in between. We pride ourselves on our casual, approachable style, and we're committed to making your experience stress-free and enjoyable.
Let's work together to find the best solutions for your unique situation!
Tax Assessment
Our Tax Assessment provides a comprehensive review of your current tax situation to identify opportunities for tax savings and improved tax efficiency.
At the end of the assessment, we'll present our findings and potential tax-saving strategies. Opportunities requiring detailed analysis, tax projections, coordination with outside professionals, or implementation may lead to a separate Tax Planning & Implementation engagement with its own scope and fee.
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What's Included:
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Initial consultation to understand your business and tax situation.
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Review of recent federal and applicable state tax returns.
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Review of relevant financial documents and business structure.
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Identification of potential tax-saving opportunities.
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Presentation of findings and recommended next steps.
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$750
Accounting Assessment
Do you do your own bookkeeping? Do you have some questions from time to time on how to record or reconcile one transaction or another? Do you get stuck with your Xero or Quickbooks account and just want a second set of professional eyes to have a look and help you out? Just to get it straight and move on? Well, we are here for you!
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What's Included:
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One-hour video consultation with an accounting professional.
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Review of your QuickBooks or Xero account through screen sharing.
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Guidance on bookkeeping, transaction recording, and account reconciliations.
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Help troubleshooting accounting software questions and issues.
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Answers to your accounting and bookkeeping questions.
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Practical recommendations to help you keep your books accurate and organized.​
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​$500
Startup Consultation
Our Freelance Accounting and Tax Consultation Service offers comprehensive support for freelancers taking their first steps. This 1-hour consultation will help you get started off right by covering business registration, choosing a tax entity structure, setting up accounting, and tax-related issues.
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Topics to discuss at the meeting:
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Business registration
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Tax entity selection
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Accounting setup
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Invoicing and expense tracking setup
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Estimated taxes
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Tax deadlines and tax forms
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Tax deductions applicable to you
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Ways to pay yourself
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$500