Business Owner Tax Advisory Packages
Business Deduction Optimization
Tax Projection & Planning
Tax Advisory Services for Business Owners
Our Core, Plus, and Premium tax advisory packages for business owners are designed to provide a level of support tailored to you and your business’s needs.
Core
Annual tax projection
Foundational tax-savings recommendations
One 20-minute phone call with a CPA
A comprehensive list of commonly missed business deductions
Plus
Semi-annual tax projections
Personalized tax-savings recommendations report
Meetings & Communication
One 45-minute virtual meeting with a CPA
Detailed email reminders of upcoming estimated tax payments
An expert review of your business expenses
Setup of an IRS-compliant reimbursement plan to deduct home-office, auto, and other expenses
If your business is an S Corporation: One calculation or analysis of your pay, with written support
Premier
Quarterly tax projections
Personalized tax-savings recommendations report
Advanced recommendations for multi-entity and estate tax
Up to 3 one-hour virtual meetings with a CPA
Detailed email reminders of upcoming estimated tax payments
Faster turnaround and top-of-queue tax preparation for next year's tax return
An expert review of your business expenses
Setup of an IRS-compliant reimbursement plan to deduct home-office, auto, and other expenses
If your business is an S Corporation: Unlimited calculations or analyses of your pay, with written support
Monthly calculations and support for your reimbursement plan
Maximize Your Deductions Today
Don't just file your taxes—plan for your future. Partner with a firm that makes professional accounting seamless and secure.