BUSINESS SOLUTIONS

Business owners wear many hats, not just the captain's hat. They run the ship top to bottom.

But wading through so many waters is overwhelming and leads to costly mistakes.

It doesn't have to be this way and you don't have to try to do this on your own.

Owning a business is complicated. We can navigate you through it.

As Your Business Experts We

PREPARE ACCURATE RETURNS

Your tax returns will be accurate and we will make sure you don't miss out on the credits or deductions you qualify for.

KEEP YOU INFORMED

We'll educate you on changes that affect your business so you can plan ahead and hang on to more of your money.

TAKE THE GUESSWORK OUT

We take the stress out of things like calculating estimated payments. You relax and let us do the worrying for you.

SUPPORT YOU BEYOND TAXES

We are on the lookout for expenses that seem high, account activity that seems odd, or strategies you might be able to use.

We are trusted business advisors and tax strategists. If you want the added peace of mind from seeing an advisor beyond tax time, then one of our business subscriptions may be a good fit for you. Your subscription will be customized and built out for what your company needs.

SIMPLE START

Best Fit For: Small businesses just starting out, in the early stages of growth, or who plan to stay relatively small but can't do it all.

Highlights of Subscription:

Getting Started session for best business practices
Mid-Year Consult for planning/strategizing
Email/message support for 1 tax/business question per month
Important Reminders
Registered Agent Services
BOI Reporting
Sales/Excise Tax Returns
1099 Preparation
Federal & State Income Tax preparation

EVOLVE

Best Fit For: Businesses moving out of the early stages and/or experiencing increased growth that requires more assistance.

Highlights of Subscription:

Getting Started session for best business practices
Mid-Year and End-of-Year Consults for planning/strategizing
Email/message support for 1 tax/business question per month
Access to a new Facebook group for owners and core support staff
Important Reminders
Registered Agent Services
BOI Reporting
Sales/Excise Tax Returns
1099 Preparation
Federal & State Income Tax preparation
Can be customized to add bookkeeping and/or payroll services

SURGE

Best Fit For: Businesses in a steady stage of growth for customers, team members, and/or profitability.

Highlights of Subscription:

Getting Started session for best business practices
Quarterly Consults for planning/strategizing
Email/message support for 2 tax/business questions per month
Access to a new Facebook group for owners and core support staff
Access to a monthly group Zoom call for questions and Hot Topics
Important Reminders
Registered Agent Services
BOI Reporting
Sales/Excise Tax Returns
1099 Preparation
Annual Salary Study for shareholders
Federal & State Income Tax preparation
Can be customized to add bookkeeping and/or payroll services

THRIVE

Best Fit For: Businesses in a steady stage of growth and profitability who need high level service and priority.

Highlights of Subscription:

Getting Started session for best business practices
Monthly Consults available for planning/strategizing
Unlimited email/message support tax/business questions each month
Top priority for communication
Access to a new Facebook group for owners and core support staff
Access to a monthly group Zoom call for questions and Hot Topics
Important Reminders
Registered Agent Services
BOI Reporting
Sales/Excise Tax Returns
1099 Preparation
Annual Salary Study for shareholders
Federal & State Income Tax preparation
Can be customized to add bookkeeping and/or payroll services

For full subscription details, requirements, and to inquire about working with us, make a selection.

We do not offer business solutions such as bookkeeping, payroll, or excise return preparation as separate services. Our philosophy is that business owners should stop being reactive to taxes and start being proactive. These subscriptions are designed to encourage you to look at your business finances more frequently and plan ahead in order to reduce your overall tax burden.