Proactive Tax & Entity Planning – this service not only provides the most bang for your buck in cash in immediate cash in your pocket but also gives your future roadmap to follow to reach your goals.
Goal-based Projections & Budgets - along with pretty graphs and KPIs that matter to YOUR business this service includes monthly meetings to provide those oh-so-valuable outside eyes on whatever is going on in your practice so that you can keep hitting your goals!
Bookkeeping – this is the last thing most practice owners should be spending time on. Taking care of this for our clients frees them up to focus on why they are in practice and focus on what they do best.
Tax Preparation Only – let’s be 100% honest, no practice owner I have ever met truly only required just tax returns. Business owners need and want advisory services from their accounting professionals. We start there.
Payroll – this service requires a lot of detailed compliance and is low value. We outsource this service for our firm and believe you should to.
Legal Services – this is out of our scope.
Financial/Investment/Wealth Planning – again, out of our scope.
But we have many partners that we can refer you to. Just ask!
Our general timeline on all services is 2-4 weeks. This timeline starts once we receive all requested information from the client. Things that affect the timeline include; what’s in our queue at any given time, complexity of the service, incomplete information from the client, lack of communication from the client, etc.
You are best served when our team can document all exchanges. Our communication is best done by email or scheduled phone/video call. Scheduled times make sure we can focus on your needs at your scheduled time.
We are required to have proper and yearly updated cyber security policies by the IRS. You can access our current website policies here. All data can be accessed by our team and is stored and backed up in the cloud.
Our policy is always to assist you within our expertise. We can help with many types of notices and requests. If the notice is outside our expertise or there is an audit, we contract with some of the best in the representation business to assist you. These services are included if you opt-in to our Audit & Notice Protection Plan.
Learning is one of our key values. Our clients are best served when we are current in our tax and accounting knowledge as well as business knowledge. The more we know the better we can help you with all aspects of your practice!