Solo Maintenance Package

 

The “Solo” maintenance package is designed for new business owners and investors who want a strong tax foundation. You get these ongoing services:

1. Business Tax Preparation

We’ll prepare your primary business entity return (proprietorship, partnership, or corporation). (Additional entities may incur an additional charge.)

2. Personal Tax Preparation

We’ll prepare your federal, state, and local personal tax returns.

3. Phone Consultations

You can schedule three 15-minute phone consultations, at your convenience throughout the year, to address breaking issues and opportunities throughout the year.

4. Email Consultations

You can email up to three specific questions, at your convenience, for written responses.

5. Tax Alerts

You’ll get our weekly email alerts and monthly newsletter with timely tips for making the most of your money.

6. Due Date Monitoring

You’ll get our Due Date Monitoring service to ensure you never miss an important tax deadline again.

7. Year-End Sit-Down

You’ll get a year-end “sit down” meeting to review your tax picture. We’ll update you with everything you need to know about deductions you can take, anticipating tax roadblocks and opportunities, avoiding IRS audits, and maintaining your personal tax plan based on your changing personal circumstances.

8. Open Questions

Finally, your year-end sit-down includes an open Q&A period. This is your chance to ask us any questions about:

• -  Financing
• -  Business Valuation
• -  Insurance Needs
• -  Lease/Buy Analysis
• -  Business Structure (C-Corp S-Corp, LLC, Partnership, Sole Prop)
• -  Personal Financial Planning
• -  Retirement Planning
• -  Estate Planning

You’ll take advantage of ProActive Tax Strategies that most accountants miss to minimize your taxes. (This alone will pay for our service!) You’ll sleep well knowing we’re doing everything to prevent audits. And you’ll have access to a trusted business advisor to answer pressing financial questions.