Financial Lifestyle Consulting Services

Investor Tax Planning Maximizer

• Financial Program

• 2-3 Virtual Meetings

• 8-12 Week Program

• Capital Gains & Tax Strategies

How To Keep More Money In Your Pocket

SHORT-TERM INVESTING STRATEGIES
  • Tax Deductions
  • Maximize Tax Credits
  • Tax Code Strategies
  • Tax Law Updates
  • Entity Planning
Long-TERM INVESTING STRATEGIES
  • Retirement Planning
  • Real Estate
  • Securities
  • Stocks

• Marginal Tax Rates

• Foreign Earned Income & Assets

• Avoiding an Audit

• Wealth Building

Book A Call

 

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 tax consultation to learn more

Pricing is based on your tax filing status.

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Accounting Packages

Duplex Package

• Basic Bookkeeping Services

Cash flow management

• Monthly Bank Reconciliations

• Quarterly & Annually Financial Statements

• (1) 30 minute coaching sessions

• Bi-weekly email follow ups 

    – Schedule a consultation to learn more

Accounting Packages

Seller’s Market 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

Accounting Packages

Equity 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

Book A Call

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

Book A Call  

$100 referral bonus for every client that some refers for taxes, bookkeeping and business consultations

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