We want to help you stay in your right brain.
Consider us your left-brain partners as we manage your taxes & the day-to-day operations of your business.
We will personally handle everything from tax preparation and planning to payroll processing and monthly bookkeeping.
Please note these tax and business management services are only available to our financial planning clients. We commonly work with S-Corps and other incorporated businesses but can also assist independent contractors and freelancers.
Tax Preparation and Planning
We want you to feel confident and financially prepared throughout the year, not just during tax season. We’ll help you stay up-to-date with your quarterly tax payments and make sure you have enough set aside throughout the year to cover your tax bill. No matter your filing status or business structure, we’ll help you alleviate the stress and eliminate the hurry.
Additional Services
exclusive to financial planning clients
Payroll Processing
From running a solo-owned S-Corp to leading a team of employees, we will streamline payroll processing for your business. Following our approved timeline, we’ll make sure every employee (including you!) is paid on time for their hard work.
Monthly Bookkeeping
Balancing your books every month can be one of the most taxing aspects of running a business. (No pun intended.) Let us help by handling your monthly bookkeeping so you can get back to the creative work you love.
FEES
Fees for tax preparation range from $750 - $1,200 for individual returns.
Business management services typically range from $400 to $750 per month depending on the complexity of your needs.
Tax preparation and business management fees are separate from your personal financial planning fees. For more information and a customized quote, please contact us today.
