Comprehensive Business and Personal Tax Consultation
What you recieve
- Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
- Consult with a Certified Tax Professional for up to two hours on tax strategy and application.
- Review of your prior year tax return and recommendations on specific tax and business strategies.
$1495
Business and Wealth Coaching
What you receive
- The perfect follow-up to a Comprehensive Tax and Business Consultation.
- Meet with a Certified Tax Professional for a hour monthly or an hour and a half quarterly to review your current metrics.
- Learn about different relevant strategies to build your business and your wealth.
$400/monthly $600/quarterly
LLC Creation
What you recieve
- LLC or S-Corp Set-up with state and all required documents.
- Consult with a Certified Tax Advisor up to 30 minutes on entity recommended changes.
- We file all docs with state, obtain IRS EIN, and complete operating agreement/bylaws, minutes, and corporate book.
$500 plus state filing fees
S-Election
What you receive
- Prepare and file S-Election application to the IRS along with Rev Proc attachment where necessary for late applications.
- Certified Tax Advisor consult time billed hourly (not included.)
$200
Beneficial Ownership Information Reporting
What you receive
- Prepare and file Beneficial Ownership Information with FINCEN for your entity.
- Due within 90 days on formation of new entities.
- Entities created before 12/31/2023 have till 1/1/2025 to file.
- Fine of $500 per day per member out of compliance.
- Certified Tax Advisor consult time billed hourly (not included.)
$100 per Entity + $50 for each Beneficial Owner
Certified Tax Advisor Consult
What you recieve
- Consult with a Certified Tax Advisor about any tax or business structure questions.
- Additional onboarding costs apply for initial consultation.
$200
DBA (doing business as)
What you receive
- File name of doing business as with state (or county, as applicable per state).
- Certified Tax Advisor consult time billed hourly (not included.)
- DBA owner can be individual or an entity.