TAX ADVISORY
Starting at $1,000/Month
Monthly Bookkeeping
1120S Business Tax
Return Preparation
1040 Individual Tax Return
Preparation
Year-End Financial
Statement Preparation
Quarterly Tax
Planning Calls
1099 Filings
3rd Party Advisor Calls
(5 Hours)
Payroll Oversight
Secure Tax Document
Exchange
IRS Support
(Up to 5 Hours)
FREQUENTLY ASKED QUESTIONS
Tax advisors work with clients year-round offering a proactive approach with advanced tax planning, rather than the typical
once-a-year meeting with your accountant, when it’s often too late to implement effective tax strategies.
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PLATFORMS WE WORK WITH
