Nobody wakes up excited to do taxes - except us (weird, we know).
We make sure you don’t leave money on the table. Our proactive tax strategies help you pay less, stress less, and avoid those “uh-oh” moments with the IRS.
Our Tax Services Include:
Tax Strategy & Planning
Year-round tax optimization for franchisees, franchisors, and multi-entity businesses. No last-minute panic here.
Annual Business & Personal Tax Preparation:
We handle everything, ensuring accuracy and compliance.
Multi-Location & Multi-Entity Tax Structuring:
Reduce tax burden and streamline financial efficiency. Because paying more than you need to is just bad business.
Sales Tax Compliance:
Automated sales tax reporting and filing.
1099 Filing & Payroll Tax Reporting:
Hassle-free preparation to ensure IRS compliance. No more chasing contractors for W-9s at the last second.
Clarity Kickstart Package
Start your business on the right foot with expert tax guidance, quarterly strategy sessions, and foundational IRS support. Perfect for emerging businesses that need compliance assistance and strategic advice to minimize your tax burden and make informed decisions.
Features:
Quarterly Strategic Consultations:
- 60-minute, pre-scheduled consultations every quarter.
- Clients are required to send questions in advance for focused and efficient sessions.
- Aimed at building foundational financial understanding and tackling key financial strategies.
Basic IRS Correspondence Support:
- Handling of up to 2 IRS correspondences or letters per month.
- Ideal for new businesses that require assistance with standard IRS notices and queries.
Standard Email and Phone Support:
- Standard email responses within a 72-hour response window.
- 15-minute phone support for addressing essential queries, scheduled in advance
(Phone meetings are based on a 'first come, first serve' basis, ensuring fair access to all clients).
10% discount on Business Tax Preparation
Benefits:
- Provides a solid foundation in financial strategy and compliance.
- Supports businesses in staying ahead of potential IRS issues.
- Offers accessible, professional advice, crucial for early-stage business decision-making.
Best For:
Emerging businesses seeking initial guidance and foundational IRS support.
Growth and Guidance Package
Get expert financial advisory with bi-monthly strategy sessions, priority support, and advanced IRS correspondence handling. Ideal for growing businesses that need deeper financial insights, proactive tax strategies, and stronger IRS communication assistance.
Features:
Monthly Strategic Consultations:
- 60-minute, pre-scheduled bi-monthly consultations.
- Clients must send questions in advance to ensure focused and productive sessions.
- Aimed at providing deeper financial insights and strategies to support business growth.
Enhanced IRS Correspondence Support:
- Handling of up to 5 IRS correspondences or letters per month.
- Support tailored for more complex IRS interactions common to growing businesses.
Priority Email and Phone Support:
- Faster email response time with a 48-hour window.
- Up to five 15-minute phone calls per month, offering more frequent and in-depth discussions
(Phone meetings scheduled on a 'first come, first serve' basis for fairness and efficiency.)
Support for Complex IRS Queries:
Assistance with intricate IRS issues, providing peace of mind and expert guidance on more challenging tax matters.
25% discount on Business Tax Preparation
Benefits:
- Offers strategic support for businesses navigating growth and expansion.
- Ensures businesses can effectively manage and respond to IRS communications, particularly more complex queries.
- Provides a higher level of engagement and personalized support, crucial for businesses in dynamic growth stages.
Best For:
Businesses in growth phases needing strategic advisory and stronger IRS communication assistance.
Strategic Prosperity Package
For businesses with complex financial needs, this package offers bi-weekly advisory, unlimited IRS support, and immediate access to expert advisors. Designed for large or established businesses that require proactive financial oversight and full-scale tax strategy management.
Features:
Bi-Weekly Comprehensive Advisory Sessions:
- In-depth, 1-hour consultations held bi-weekly.
- Tailored to advanced financial strategies and complex business challenges.
- Pre-scheduled with a requirement for questions to be sent in advance, ensuring focused and productive discussions.
Unlimited IRS Correspondence and Query Handling:
- Expert handling of all IRS correspondences and queries, regardless of complexity.
- Ideal for businesses that regularly engage with the IRS or have complex tax situations.
Proactive Financial and IRS Issue Management:
Ongoing monitoring and proactive management of both financial health and IRS-related issues.
Advanced strategies for addressing potential challenges before they escalate.
Business Tax Preparation Included (one entity)
Benefits:
- Offers the most extensive and personalized financial advisory, tailored to businesses with complex needs.
- Ensures businesses are always ahead in managing their financial affairs and IRS interactions.
- Provides an elite level of engagement, with advisors readily available for immediate and strategic support.
Best For:
Large or established businesses requiring extensive, in-depth financial advisory and full-scale IRS correspondence handling.
