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Agencies/Business Services
2 days estimated (2 days guaranteed) >
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Businesses face several key issues. One of the biggest is finding the right professional to help with the following:

Business entity setup - knowing which type of entity is the right choice and how to set it up

Bookkeeping - keeping track of income and expenses and how to evaluate to make better business decisions

Tax Planning - teaming with the right professional who will develop a real ongoing tax strategy to keep income taxes to a minimum through creative but proven tax strategies, no gimmicks. Definitely much more in depth than what a typical CPA firm offers.

Tax Preparation - knowing how to handle the federal, state, and local compliance properly

This is a 30 minute consultation that does the following:

New Businesses

  • Help set up the correct entity for your business
  • Help set up a bookkeeping system
  • Help set up relationship with a tax expert to help on an ongoing basis to deliver planning and return preparation

Already Existing Businesses

  • Discovery session to evaluate current business financial plan that includes tax entity set up, current bookkeeping system, and current tax plan.
  • Following the 30 minute consultation (within a few days) we will provide analysis of what adjustments can be made and how they can be implemented. Adjustments will be geared towards helping keep your taxes at a minimum and more of your earnings in your pocket.

Please note that ongoing work and additional items outside this consultation may incur additional fees which would be disclosed and agreed upon up front.

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about 1 year ago
Awesome timing, service and very knowledgeable! Quickly showed me how to save $1000's. Highly recommended to take the quick and easy eval!
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Online About 1 year ago




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<p>Certified Public Accountant and Certified Tax Coach who specializes in setting up businesses with the right entity structures and focusing on creating ongoing tax plans to minimize income taxes entrepreneurs have to deal with. I am not the typical CPA in that my focus is coming up with a plan throughout the year, implementing that plan, and helping business owners feel comfortable with what to expect. I take the uncertainty out of the equation. I have over 20 years experience helping businesses all over the world.</p>

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