Package
Contents
Pain-Free Annual Onboarding
Secure, Digital Tax Document Management
Federal & State Tax Return Prep with eFiling
Missing Information/Deductions Review
Annual Tax Results Review
Dedicated Advisor & Priority Support
Tax Savings Optimization
Done-For-You Strategic Accounting, Payroll, and Optimization
Personal Cash Flow, New Worth, and Threats Optimization
Top 3 Priorities Action Plan
Package 1
BUSINESS TAX REPORTING – ONLY
Package 2
BUSINESS TAX ADVISORY
Package 1
BUSINESS TAX REPORTING – ONLY
Pain-Free Annual Onboarding
Secure, Digital Tax Document Management
Federal & State Tax Return Prep with eFiling
Package 2
BUSINESS TAX ADVISORY