Tax & Client Advisory Services

We are a Tax Advisory Service (TAS) firm that offers a service package to clients through subscription pricing.  What are TAS services?  Income tax preparation, tax planning and tax projection services.  In addition, we keep our dialogue open.  When you have a tax related question, you do not have to worry about a time clock and a bill at the end of the month.  We are here to relieve you of the anxiety inherently related to income taxes.

If you have a business (whether being self employed or a separately taxed entity), we also offer Client Advisory Services (CAS).  CAS is in addition to TAS and may include services like bookkeeping, payroll, business consulting, or temporary controller services.  When a company does not have the business activity or capacity to warrant a full time accountant on staff, we are here to help.

These service options allow us to deliver client directed, value added services for a flat monthly fee.  It is service with no surprises!

We are only accepting new clients through a TAS/CAS subscription agreement.

Monthly or Quarterly Meeting

Goals:
  Save money on taxes
  File Tax returns


Services:
  Tax Planning
  Decide on Tax Positions
  Implement Tax Strategies
  Estimate Taxes Owed
  Prepare Quarterly Estimates
  File annual Tax Returns

What are Tax Advisory Services (TAS)?

*** In addition to TAS items ***

Weekly or Monthly Meeting

Goals:
  Increase Revenue
  Increase Profit
  Increase Business Valuation


Services:
  Monthly Bookkeeping
  Payroll Services
  Controller Services

  

What are Client Advisory Services (CAS)?