If you’re an existing investor or business owner, you need to have a tax planner and not just a tax preparer. With our TaxPro Planning you will have access to quarterly one-to-one tax planning and we will show you how to set up your accounting to track your KPIs. With our tax planning we you will have the steps needed to elevate your finances and optimize your business and take it to the next level!
This package is perfect for those new business owners and investors that are just starting out and need general guidance. This yearly package includes tax advising for you to get your business going in the right direction. You will have access to a dedicated Tax Advisor who will be able to help answer your questions as they come throughout the year either through phone, email or video conference.
Choosing the right package is critical for your business growth and development. There are major differences in service levels between tax planning and tax advising services. A great analogy is that of baking a cake and having to add sugar to a cake batter before baking. Tax advising is similar to someone letting you know you should add sugar to the mix. Tax planning on the other hand is having the recipe to tell how much sugar to add for best results. As your business grows you will want to make sure to have tax planning to take the guess work out of elaborate methods and get the best results possible.
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