Tax Advisory & Preparation

Transcript Watch

Our tax advisors keep a watchful eye on your IRS account. We monitor your transcripts weekly and alert you to potential audits up to six months in advance of receiving an IRS notice!

  • Proactive weekly monitoring of your IRS transcripts.
  • Alerts on new collections or audit activity.
  • Be prepared for IRS letters before they hit your mailbox!

Only $97 per year (FREE with Advisory packages!)

Tax Strategy & Planning

“If you fail to plan, you are planning to fail.” Our team of tax advisors will guide you through your tax returns and provide strategies that will keep more of your hard earned money in your pocket.

  • Personalized Tax Plan: Development of tailored strategies for tax savings.
  • Expert Consultation: Up to 2 hours of professional tax strategy advice and planning.
  • Savings Guidance: Recommendations for ongoing tax savings.

Starting at $1,200 (one-time cost)

Tax Advisory & Implementation

Building a business or real estate investment portfolio requires not just dedication but strategic financial mastery. Our tax advisory services are designed to support small business owners and real estate investors on their path to success. Here’s how we help you thrive:

  • Comprehensive Tax Management: Stay ahead with ongoing, meticulous tax preparation and filing. We handle the complexities of tax compliance, so you can focus on growing your business.
  • Proactive Advisory and Support: Benefit from regular consultations and access to a secure portal for immediate advice. Whether it’s navigating new tax laws or making pivotal business decisions, we’re with you every step of the way.
  • Growth-Focused Strategies: With our expertise in tax strategy, including audit defense and compensation planning, we ensure that every financial decision is geared towards sustainable growth and profitability.

Starting at $399/month

Tax Preparation

Not ready for tax advisory? We can take care of your tax preparation, too. Let our tax experts ensure every i is dotted and t is crossed so you can rest easy knowing your tax house is in order.

  • Flat Rate Pricing without any gotchas
  • $1 Million Tax Audit Defense included with every return
  • Identification of potential tax saving strategies

$1,200 per entity, $497 per individual return

7 Deadly Sins of Taxes
(and how to avoid them!)

Making one of these seven deadly sins of taxes can derail you on your journey to financial freedom! Read this guide to learn how to:

Avoid traps relating to commonly audited small business deductions.

Keep your personal taxes separated from your business.

Ensure you’re ready to save on taxes when your side hustle becomes a main hustle!

Download Your Free Copy!

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