Financial Lifestyle Consulting Services

TAX PLANNING SERVICE

9-12 Month Program

1-2 hr Virtual Monthly Meeting

Worksheets

Tax Saving Strategies

Short-Term Strategies

  • Tax Deductions

  • Maximize Tax Credits

  • Tax Code Strategies 

  • Tax Law Updates 

  • Entity Planning

Long-Term Strategies

  • Retirement Planning 

  • Real Estate

  • Securities

  • Stocks 

  • Small Business 

  • Life Insurance

Marginal Tax Rates

Foreign Earned Income & Assets 

Avoiding An Audit 

Wealth Building 

Sign Up

Tax Preparation

  • Income Tax Preparation & Filing

  • Amended Prior Tax Returns

  • Business Tax Preparation & Filing

  • Personal Tax Preparation & Filing

  • IRS Resolution & Audit Support

  • Electronic Filing & Paper Filing

  • Non-Profit, Estate/Trust Tax Returns

  • I.T.I.N’s/Tax I.Ds

  • Sales Tax Return Preparation 

  • Business Property Tax Return Completion & Remittance

    TAX FORMS FILED

  • Form 1040, W2, W3

  • Schedule C

  • Form 8832

  • Form 2553

  • Form 1120 and Form 1120S

  • Schedule K-1 (Form 1065)

  • Schedule H

  • Form 1099

  • Form 1099 K

  • Form 1099 DIV

  • Form 1096

  • Form 940, 941, 941B, 944

  • Form DE-9, DE-9C

Schedule a free tax consultation to learn more

Pricing is based on your tax filing status.

Sign Up

Bookkeeping

  • Accounts Payable

  •  Accounts Receivable

  • Bank Reconciliation

  • Books Clean-Up

  • Cash Flow Analysis

  • Customized Chart of Accounts

  • Customized Financial Reports

  • Customized Invoices, Statements & POs

  • Enter, Schedule & Pay Bills

  • Job Proposals

  • Pre-Tax Organization

  • Print & Mail Checks

  • Review & Diagnose your books

  • Clean up & Catch up 

  • Coaching & Consulting for quickbooks

  • Customized workflows

  • Streamlined Financials

  • Financial Coaching

    MONTHLY REPORTS INCLUDE

    • Balance Sheet

    • Check Register

    • General Journal

    • General Ledger

    • Profit & Loss

    • Profit & Loss Comparison

    • Profit & Loss Year to Date Comparison

    • Trial Balance

    • Schedule a one hour consultation to learn more

Sign Up

Bookkeeping Packages

Bronze Package

• Basic Bookkeeping Services

Cash flow management, accounts receivable, accounts payable, operating expenses(doesn’t include payroll)

• Monthly Bank Reconciliations

• Budgeting

• Quarterly & Annually Financial Statements

• (1) 30 minute coaching sessions

• Bi-weekly email follow ups 

    – Schedule a consultation to learn more

Bookkeeping Packages

Silver Package

• Standard Bookkeeping services

Cash Flow Management, accounts payable, payroll, operating expenses

• Monthly Bill Pay

• Monthly Bank Reconciliations

• Budgeting

• Credit Card Reconciliation

• General Ledger Reconciliation

• Budgeting & Forecasting

•Monthly, Quarterly, & Annually Financial Statements

•Actual Versus Budgeting Reporting

•(2) 30 Min Coaching Calls

•Weekly Email Follow-up

    – Schedule a consultation to learn more

Bookkeeping Packages

Gold Package

• Premium Bookkeeping services

Cash Flow Management, accounts receivable, accounts payable, payroll, operating expenses

• Monthly Bill Pay

• Monthly Bank Reconciliations

• Budgeting & Forecasting

• Credit Card Reconciliation

• General Ledger Reconciliation

• Budgeting & Forecasting

•Monthly, Quarterly, & Annually Financial Statements

•Actual Versus Budgeting Reporting (Quarterly/Annual Comparison)

•Assess Internal Control Structure

•(4) 30 Min Checkup Sessions

•Weekly Email Follow-up

    – Schedule a consultation to learn more

Payroll

  • Computerized Payroll – Checks or Direct Deposit

  • Liability Taxes

  • New Employee Reporting: DE-34

  • Payroll Ledgers

  • After-Tax Deductions – Child Support, Garnishments

  • Pre-Tax Deductions – 401(K), IRAs, Child Care, MSAs

  • Worker’s Compensation Reports & Audits

    REPORTS PROVIDED EACH PAY PERIOD

  • Check Register

  • Employee Earnings Report

  • Federal & State Taxes Transfer

  • Payroll Journal

  • Payroll Register

    TAX FORMS FILED

  • 940, 941, 941B, 944

  • DE-9, DE-9C

  • W-2, W-3

  • 1096, 1099

  • Schedule H

  • Schedule a free one hour Consultation to learn more
    Pricing

  • Pricing is at a Monthly Fixed Rate. Schedule a consultation to learn more!

Sign Up

business clarity Coaching

  • 1-hour call
  • Business Entity Research
  • Tax Planning

  • Bookkeeping Resources

  • Business Credit Resource

  • Marketing Tactics
  • Target Audience Analysis
  • Branding Advice
  • Logo & Website Referrals

Sign Up