What to expect with our Bundled Tax Planning Package?
A brief interview with a Certified Tax Coach is the first step (CTC), where you will tell us about your current situation and your future goals. We will identify the most appropriate Proactive Tax Strategy program for you after asking you a few straightforward questions about your present circumstances.
We’ll need copies of your most recent tax returns as well as some details about each business structure you currently have set up (S Corporation, LLC, Limited Partnership, etc.). We will review your data and provide a thorough proactive tax strategy. The exciting events take place at this point! Our typical client actually saves a lot with their tax strategy!
We will design your customized tax strategy plan which includes a written bullet point list of action items needed to implement your plan. You’ll also receive a full strategy report complete with footnotes and references to all IRS authoritative guidance, which allows you to use the plan to pay less tax. We will schedule your 60-minute strategy appointment and deliver your strategy plan and go over the specifics of your strategy and get your input. This will be jam-packed with knowledge that we write up your personalized strategy so you won’t miss a thing!
After you have completed the entire tax strategy process, you will then move into one of our tax maintenance plans to ensure you never overpay a dime of tax again! Our tax maintenance plans are customized according to your specific needs. Customization of the plans is the beauty of this bundled tax service! We do all of the heavy lifting for you, you get all the services you need and we even allow you to spread the cost of these valuable services over the year!
Your tax bundled service includes the following:
- Quickbooks online set-up and monthly subscription (if applicable)
- Monthly bookkeeping
- 1099 Tax Filing
- Annual Tax Filing
- Tax Planning
If you’re ready to get started on saving money on your taxes, simply select the blue button at bottom of this page labeled “Click here to self onboard your desired service” where you will be routed to a sign-up page to create your account and select your “Bundled Tax Planning Package” service with us.