FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Price ranges are estimated below: - Short-Term Rental Tax Planning - $2,500 - Small Business Tax Planning - $3,500 - Small Business Monthly Bookkeeping, Payroll and Sales Tax - $2,000 - Small Business Tax Preparation - $1,500 - Individual Tax Preparation - $750
- What is your typical process for working with a new customer?
How Our Monthly Bookkeeping and Tax Planning Client Onboarding Process Works: -Review of current systems + financials (accounting system, payroll tax system, sales tax system, HR and Billing systems, Dashboards, etc.) -Review of current payroll and sales tax exposure -Identify any gaps in compliance among sales tax, payroll tax, and income tax (IRS Letters, FLDOR Letters, etc.) -Implementation of systems to spot, identify and create compliance with any future payroll and sales tax exposure -Review of prior-year tax returns (business + personal) -Review of current business structuring and long-term plans to see if a restructure makes sense (are you building to scale or building to hold? should we consider a section 1202, etc.) -Review of current business and individual tax planning (strategies you're already implementing, room for improvement, etc.) -Creation of identified strategies, implementation timeline, cost-benefit analysis, etc -Forecasting of current-year tax liability accounting for YTD financials, strategies identified, and assumed implementation -Ongoing annual support from us on any questions around tax and accounting
- What education and/or training do you have that relates to your work?
-11+ Years as a Tax Accountant at CPA Firms -3+ Years as an Internal Auditor -1040, 1120S, 1120, 1065, and 990 Tax Preparation - Multi-state financial, payroll and sales tax reporting -Licensed IRS Enrolled Agent