Service Description

A great way to get your tax house in order, the Tax Review is provided over 3 meetings and includes: 1. Cash Flow Management - Options for more easily managing your income by setting up a business bank account, along with a separate tax account for immediately setting aside expected taxes owed. 2. Tax Projection -Tax projection to estimate what your total tax bill will be for the year at a federal and state level. 3. Tax Reduction -Ways to minimize this tax amount that includes retirement plan contribution options, along with other potential business deductions. 4. Choice of Business Entity - Whether, from a tax perspective, you should be a sole proprietor or PLLC taxed as an S Corporation. 5. Record Keeping - How to track your income, expenses, receipts and mileage to stay organized, plan with greater accuracy, and keep IRS-approved records. This service includes 1 month of follow-up questions and does not include tax preparation or ongoing advice. You can upgrade from the Tax Review to the Tax Advisory package at any time, with the price paid for the Tax Review credited in full toward the Tax Advisory package price.