Tax Preparation | Education | Tax Strategy
The tax service offerings below have been created to help you make the most of your investment and optimize your tax situation at every step of your financial journey. I encourage clients, regardless of the size of your business, to start with an inquiry call to discuss the best option for you.
Schedules $150 each
1-hr Appointment
Individual Prep +
Basic EOY Bookkeeping Review
1 Schedule included
EOY Adjusting Journal Entries
Sole Prop & LLC Prep +
K-1 Preparation
Partner Distribution Calculation
If you're interested in having your business assessed for S-Corp eligibility and advantage, check out this article for more details and book a tax consultation to get started:
Review financials for eligibility
Discuss compliance requirements
Setup LLC and complete S-Election paperwork
Setup owner payroll