And we will talk about goals often. Are you in this game for money? To dictate your own schedule? To build a legacy? Or are you ready to get out of the game? Proper tax planning can help get you where you want to go, both personally and professionally.
Your Business Lifecycle
Whether you’re just starting out or looking to take your business to the next level, I can help:
Let’s review the basics of formation, accounting and investing.
From here, we can identify and build your professional team. I spend at least 25% of my week networking, so I can refer attorneys, bankers, financial planners, and other professionals who are best suited to help you.
Let’s look at your quarterly financial statements to make revenue and expenditure decisions to help you meet your objectives.
Let’s be proactive to ensure that your books are organized and compliant in the event that you need an audit or valuation for financing.
Are you aware of tax savvy retirement planning opportunities?
Let’s utilize one of the 36 different types of retirement plans as a tool to reduce the taxes for the entity and defer taxes for the individuals.
Exit strategy and consulting
Align your short-term and long-term visions for the business. Do you have an exit strategy? What does your business need to look like to receive the business valuation you desire?
I accommodate busy lifestyles by being respectful of your time. I am available by phone / email / VC to allow for connection without requiring a commute to my office and taking you away from home or work where the tax information I need is located.
Entity formations best served:
- Sole proprietorships
Tax Compliance for Individuals with Stock Options
|Monthly Fee (Custom Quoted) Starts At:||$175||$110||$85|
|One-Time Onboarding Fee (Custom Quoted) Starts At: ?||Varies||Varies||Varies|
|Annual Pre-payment Discount||5%||5%|
|YEAR ROUND SERVICES:|
|Frequency Of Tax Strategies/Estimates||Any Time/Unlimited Concierge||Quarterly|
|Year End Tax Planning Guide|
|Planning Meetings with Your Financial & Estate Team|
|Mid-Year Tax Projection - Tax planning. Scheduled at your request between May 1st and December 15th, 2018.|
|Federal and applicable State income tax returns|
|24/7 Cloud to Gather, Organize, and Sign Tax Docs|
|Hard copy of tax checklist and tax returns.||$50|
|Extension filing – It may be necessary to file an extension if all materials are not received before March 1, 2021||$300||$300|
|Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required).||$100|
|Video and ScreenCast Communication|
|Prioritized Communication System|
|Unlimited Support||Phone & EMail Only||EMail Only|
|Meetings w/Louise||Any Time, Scheduled in Advance||Annual Web Meeting|
|VIP Emergency Access to Louise|
|IRS or STATE TAX COMMUNICATIONS:|
|IRS or State Notice Response|
|IRS or State Audit Representations|
|Amended Returns & Backwork||Quoted in Implementation Fee||Quoted||Quoted|
February 15th- April 15th
Saturday by Appointment Only
April 16th-February 14th
By Appointment Only
Tuesdays & Thursdays 11am-5pm