Tax Time doesn’t have to be so scary

Often, business owners call us in a panic in April.

They know they will owe taxes, but they don’t have the slightest idea how much. I can hear the panic and dread in their voice. Do you see yourself in this scenario? There are strategies that we can use to take the stress out of tax season.

Why we offer tax packages and how you benefit

Year-Round Support

Instead of a once-a-year rush, receive ongoing guidance and support, ensuring your financials are always up-to-date and accurate.

Proactive Planning

We help you plan ahead, taking advantage of deductions and tax-saving strategies throughout the year, so you know what to expect come tax season.

Stress-Free Finances

Say goodbye to last-minute panics. Our comprehensive approach means you're always prepared, allowing you to focus on growing your business without the tax-time stress.

• Accurate on-time business tax filings* 
• Annual high-level bookkeeping review for tax readiness 
• Audit support and IRS letter response
• Annual tax return review meeting 
• Strategic tax plan tailored to your business ($2500 value) 
• Mid-year tax check-up meeting to confirm you are on track 
• Year-end written tax projection to avoid surprises
• Quarterly QuickBooks / Xero Review with written report of items needing attention
• Quarterly business check-in meeting with actionable items to move your business forward 

• Accurate on-time business tax filings* 
• Annual high-level bookkeeping review for tax readiness 
• Audit support and IRS letter response
• Annual tax return review meeting 
• Strategic tax plan tailored to your business ($2500 value) 
• Mid-year tax check-up meeting to confirm you are on track 
• Year-end written tax projection to avoid surprises 

• Accurate on-time business tax filings 
• Annual high-level bookkeeping review for tax readiness 
• Audit support and IRS letter response
• Annual tax return review meeting 

Need a comprehensive bookkeeping and tax package?