Ditch the headache.
I help small business owners and entreprenuers optimize their finances through purposeful accounting and tax solutions
How Tax Pro Strategies can Help
Purposely and Intentionally Saving you Thousands of dollars while Transforming your business.
Don't worry for another day about your business finances, allow us to take on that process with our flexible packages.
Small Business Packages
Choosing the package that best fits your business will help gain control over your taxes
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Core
Tax Return Preparation
Tax Return Review
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Advance
Tax Return Preparation
Tax Return Review
Monthly Bookkeeping
Annual Tax Projection
Assistance with IRS Notices
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Growth
Tax Return Preparation
Tax Return Review
Monthly Bookkeeping
Annual Tax Projection
Assistance with IRS Notices
Quarterly Tax Projections
Tax Consulting
Quarterly Financial Review
Testimonials
Frequently Asked Questions
Why do I need an Accountant?
An accountant will help you save time, money, and stress by providing accurate financial information ready for taxes and decision making, spot tax savings during the year, and stay on top of every changing tax law to help you mitigate taxes.
What documents should I provide to my accountant?
You should provide 2 years worth of tax returns to begin process. During the continuous partnership you should provide receipts, invoices, accounting access to bank account, prior payroll records, customer list, vendor list, and any other relevant financial documents to help accurately update your financials and save on taxes.
What type of owners do you work with?
I work with solo owner companies that range from DBAs, Single Member LLCs, or S Corporations, or martial Partnerships that file jointly on their tax return.
Do you work with multiple member partnerships or shareholder businesses?
I am only accepting multiple member partnerships or shareholders that have martial relations (husband and wife) filing jointly on their tax returns.
Do you handle C -Corp Business?
I do not handle C- Corp businesses. I like to work with small business owners and simplify things as much as possible. When a business becomes a C -Corporation, it add complexities that does not benefit small business owners compare to other entity structures.
Can I get started if I use my personal checking account for my business?
You will need to have a business checking account before onboarding. We will be able to capture business transactions from your personal account to include all business transactions throughout the year.
Contact Us
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