Designed for the employed taxpayer in mind to help you maximize your employer benefits and avoid the Middle Class Tax Penalty so you can STOP wasting money on taxes you don't have to pay.
Proactive Tax Planning
We'll scour your income and expenses for every available deduction, credit, loophole, and opportunity. And without "aggressive" strategies, "gray areas" or "red flags".
Fall Planning Session
We'll meet in Fall to gauge how you're positioned going into tax season as well as for the following year. We'll discuss
Tax Return Preparation
We'll apply our strategies to your tax return and keep you updated on important tax deadlines. You'll also no longer worry about paying increased prep fees because it's part of the plan.
We guarantee your tax return accuracy and will pay any interest & penalties if a mistake is made.. You'll also have piece of mind knowing someone is on your side in the event of an audit.
When you have a question or need some advice, go ahead, send a message. You won't be "nickeled and dimed" with email charges. And if the matter needs to be discussed further, you'll know in advance if there will be charge for a scheduled phone conference or personal consultation.*
An important part of tax planning is about how much you are paying in throughout the year. Is your witholding at the correct level according to our plans? We'll review your withholding on a quartler basis to make sure you're not going to be in a lurch come tax time. We'll aslo make sure your plans match your income and make the necessary adjustments.
Weekly Email Updates
You’ll get our weekly email alerts and monthly newsletter with timely tips for making the most of your money
Personal and Secure Portal Account
Feel confidence your privacy and security is of the utmost importance. We'll be able to share files securely and privately, particularly items that have sensitive and confidential information. On a plan? Technology fee will be waived!
Due Date Monitoring and Tax Alerts
We'll keep you informed as to important dates, deadline and tax alerts based upon your unique tax needs. This is especially important considering our currently changing political climate.
Income Verification Letters
We'll prepare official income verification letters to help you access lending options or other financial needs that make sense for your and your tax plans.
Small Business Plan
If you have passive income from rental real estate, a partnership or s-corp or if you actively participate in your own sole proprietor or single member LLC, we'll focus on your business activities as well to reduce your tax burden.
1040 Plan benefits plus these business focused activities
Quarterly Business Financial Review
We'll discuss your year-to-date financial statements each quarter and make necessary adjustments to your Proactive Tax Plan to make sure the strategies we have implemented and are managing continue to make sense for you and your business.
Business Activity Tax Prep
We'll pay extra attention to your books and apply the necessary adjustments in regards to the tax code. We'll also make sure your Proactive Tax Plan still makes sense
Bookkeeping Coaching Option*
The key to a solid Proactive Tax Plan is strong bookkeeping systems. If you need assistance managing or streamlining your bookkeeping systems, we'll help you implement better systems and teach you hgow to manage those systems so you can spend more of your time doing what actually makes you money.