Free business tax consultation
Book a free one-hour meeting with me to go over your business taxes and your bookkeeping. Afterward, I'll send you a written tax plan with my recommendations. It's yours to keep whether or not we work together.
I'm offering these free until January 2027.
Your written tax plan includes
- A clear course of action
- An explanation of each item we covered
- The IRS support for every recommendation
Pick a time that works for you
A full look at your business finances
Your recent returns
I’ll review your last business and personal returns and point out anything that stands out.
Your bookkeeping
We’ll look at how you track income and expenses today and whether it’s giving you the information you need.
How your business is set up
We’ll talk about your entity type, how you pay yourself, and whether that still fits your business.
Planning ahead
We’ll go over estimated payments, retirement options, and timing for the rest of the year.
Owners who want to understand their numbers
This is a great fit if your business brings in roughly $100,000 to $2 million a year and you want to follow the rules, pay the right amount of tax, and plan ahead. I work with all kinds of small businesses, including healthcare practices like therapists, physical therapists, chiropractors, and veterinary clinics, as well as professional services and retail businesses.
Helpful to bring
- Your last business and personal tax returns
- A recent profit and loss statement, if you have one
- Access to, or a description of, your bookkeeping system
- Questions you'd like answered
What happens afterward?
That's up to you. Some owners take the plan and run with it. Others ask me to stay on for monthly bookkeeping, which includes business tax preparation, along with planning meetings through the year. If that sounds helpful, I'll give you a flat monthly price based on what your business needs.
Let's plan your business taxes together.
Schedule my free consultation