Tax Strategy
Is Our Tax Strategy Service Right for You?
Our Bookkeeping Service is Built for You if:
You’re running a profitable business, but you know you’re paying more in taxes than you should and no one’s shown you how to fix it.
You’ve heard of business owners who legally pay little to nothing in taxes and you want those strategies working for you, too.
You’re done with reactive accountants who just fill in forms you want a proactive advisor who helps you plan, optimize, and grow.
If that sounds like you, it’s time we talk.
How Our Tax Strategy Process Works
Step 1: We Learn Your Numbers + Goals
Step 2: We Build Your Custom Strategy
Next, we dive into our strategy vault to identify the most impactful and legal tax strategies for your business. We review your deductions, entity structure, liabilities, and more then map out where the savings live.
Step 3: We Show You the Numbers
Once we’ve crunched the data, you’ll receive a clear, personalized tax savings report showing exactly how much you could be saving — no fluff, just facts (and maybe a few vacation ideas once you see the numbers 💸).
Step 4: You Sign On, We Get to Work
When you’re ready to move forward, you’ll sign the engagement agreement and submit your initial payment — we offer flexible monthly payment options to keep things stress-free.
Step 5: We Host Your 60-Minute Strategy Session
In your personalized session, we’ll walk you through each strategy, explain how it applies to your business (minus the jargon), and create an action plan to implement everything so your tax savings become reality, not just theory.