Exclusive Offers: For Self Employed Clients Only

WE ARE HERE

You Focus on The Business.

We Manage Keeping You Compliant.

Are you a small business owner looking to secure your financial future and protect your hard-earned income? The IRS has been closely monitoring small businesses, and as your income grows, so does the likelihood of an audit. With small businesses being the backbone of our economy, it's imperative to stay informed and take proactive measures to guarantee your compliance with tax laws. Let us help you navigate the complexities of tax regulations and safeguard your business's prosperity.

WELL KNOWN & TRUSTED

Over A Decade In The Industry

We have observed fluctuations and shifts within the IRS, with a noticeable emphasis on self-employed individuals. This strategic focus is driven by the substantial presence of self-employed businesses operating with comparatively lax oversight, which has given rise to a significant increase in fraudulent activities, particularly in the wake of the COVID-19 pandemic and the PPP program. It is important to note that self-employed individuals are less inclined to engage in protracted legal battles with the IRS, primarily due to the substantial financial burdens associated with retaining legal representation to substantiate their claims.

What is the problem?

The majority of self-employed clients tend not to have their financial records in order at the end of the year. It is highly advisable to engage in monthly bookkeeping practices to diligently monitor income, expenses, and business mileage. Furthermore, it is not uncommon for business owners to lack a comprehensive understanding of their business entity structure or the permissible deductions within the bounds of the law. It is imperative to emphasize that the appropriate time for education and meaningful discussions on these matters is not during the peak tax season.

What Can We Do About It?

We aim to dedicate the next couple of months to prepare you for the end of 2023, ensuring that you'll experience significantly improved results compared to previous years.

We would like to meet with you and go over:

Your Entity and What Is an LLC: Exploring your business entity options, including LLCs, to understand the legal and financial implications.

Becoming an S-Corporation (S-Corp): Discussing the potential tax benefits of electing S Corporation status and the associated requirements and responsibilities.

Tax Deductions: Providing guidance on what expenses can and cannot be deducted for tax purposes, optimizing your deductions.
W-9 Information for Contractors: Understanding the importance of collecting and correctly handling W-9 forms from contractors for tax reporting.
K-1 Information: Explaining how to handle K-1 forms from payment links and partnerships for accurate tax reporting.
Quarterly Payments: Discussing the concept of quarterly estimated tax payments, when and why they are necessary, and how to calculate them.
Tax Write-Offs: Identifying tax deductions and credits that can positively impact both your financial situation and your tax liability.

How Can We Help?

We'd like to organize your bookkeeping from January to October immediately, rather than waiting for tax season. This proactive approach will not only save you money but also save us time.

5 STAR TAX FIRM

Our Company Profile

By assisting us in optimizing our time management, we can pass on the savings to you when it comes to your year-end tax preparation. With prices soaring across the board, we want to ensure that you won't face the prospect of doubling your tax preparation expenses.

MOST AFFORDABLE

Our Pricing Plans, Simplified

The following plans are not related to the actual tax preparation costs but are designed to enhance your understanding and preparedness for year-end tax preparations.

Typically, bookkeeping services are priced at $250 or higher per month. It's important to emphasize that incomplete or poorly maintained financial records can result in additional fees for self-employed returns, which could range from $300 to $1200 above our standard rates.

Given the escalating costs in various areas, our ability to save you money depends on optimizing our time more efficiently.

Consequently, if it becomes necessary for us to conduct research and calculate your income and expenses during the months from January to April, the pricing structure will be adjusted to reflect the additional time and effort involved.

Basic

$99

We provide you with information, send an outline, and then you carry out the tasks.

one-on-one meeting will cover the following topics: Your current business entity, Tax Forms (k-1, w-9), a review of the previous year, and a discussion of quarterly tax payments.