MONTHLY TAX CONCIERGE SERVICE

Starting at $350 / month + software fees

Your books up-to-date, business advisory all year long, all for a simple monthly fee

Unlike other accountants, I don’t bill you by the hour. I do your monthly bookkeeping monthly which includes access to me all year long. If you have a question, I’m there for you; not just during tax time. Various questions I help my Monthly Tax Concierge clients with are:

• How much can I defer my taxes with retirement planning?
• Can I sell my property without paying taxes?
• What’s more tax advantageous for my business: buying or leasing my car?
• Should I buy my own building, or should my company continue renting?
• One of my employees is acting squirrelly. What are the labor laws in my state that I should be aware of?
• I would like to sell my business, what do I need to do to get ready?

TAXED RIGHT TUNE-UP

Starting at $1488

For people who’s company records are in disarray

Let’s be honest: you hate accounting and have put this off all year and now need help cleaning up your business records. My Taxed Right Tune-Up helps you get back on track. I’ll clean up your books, evaluate the system you set up, and advise you on the best methods moving forward.  Remember, not only do I have a CPA license, but I also have a Bachelor’s in Computer Science. I can help you move your company’s records to the cloud and become more tech-savvy.

CUSTOM ADVISORY SERVICE

IRS Issues, Cloud Accounting, and more

• Maybe you didn’t file your taxes for the last 5 years and need someone to help you get back on track.
• Maybe you want to move your company from the stone-age of Quickbooks Desktop, and move to Cloud Accounting like Xero or QB Online.
• Maybe your old accountant screwed up your taxes and you’re under IRS Audit and need damage control.

We’ve helped people with these issues and can help your company, too.