Enterprising Package

What You Get:

  • Business Tax Returns
    • One Partnership, S Corporation, C Corporation, or Schedule C
    • Includes federal, and, if required, state and local income tax returns
  • Personal Tax Returns
    • Form 1040 and required forms
    • Includes federal, state, and local income tax returns
  • Tax Planning
    • Tax liability projection before end of year
    • Review and implement tax-saving strategies
  • Audit Defense
    • Response to letters and notices from tax authorities for tax year prepared
    • Representation in the event of a tax authority audit for tax year prepared
  • Monthly Bookkeeping Review
    • Review and adjust your accounting records to prepare accurate tax returns and business analyses
  • Monthly Business Analysis
    • Business performance dashboard and projections delivered through LivePlan
  • QuickBooks Online & LivePlan Subscriptions
    • Access to cloud accounting and business software included in package
  • Annual Personal Financial Plan
    • Snapshot of personal financial position
    • Discern and track personal financial goals

How You Get It:

  • Q1 Meeting – Tax Preparation
    • Meet before tax preparation begins to gather information or after returns are complete to review results
  • Q2 Meeting – Financial Planning
    • Gather information and discuss financial goals and needs
  • Q3 Meeting – Financial Planning Follow-Up
    • Follow up on progress, recommendations, and questions
  • Q4 Meeting – Tax Planning
    • Plan for upcoming tax season by projecting tax liability and discussing moves to be made before year end
  • Monthly Business Analysis and Bookkeeping Check-in by Phone or Video Conference
    • Review business results and bookkeeping questions
  • Consultation Throughout the Year as Needed
    • Call or email any time with questions related to your tax and accounting engagement