Tax Operating System®
With the Tax Operating System® you can choose the level that works best for you. Designed to fit any budget and circumstance, our exclusive suite of solutions enable implementation of the Tax Blueprint® to help you save money.
Regardless of which solution you select, you can count on access to our advisors, annual tax planning assistance, ongoing newsletter, and educational materials.
You are provided with direct access to our certified tax advisors to review questions, scenarios, and changes to your business and personal life as it relates to the plan. Our Certified Tax Masters® will provide you with the guidance, recommendations, and support to ensure your tax savings are maximized. This service is $95 per month and can be cancelled at any time.
Additionally, the advisory solution includes optional setup of IRS support documentation and business structure filings to enable you to implement your Tax Blueprint® with confidence. This requires a one-time $995 fee.
Advisory & Tax Preparation
In addition to the advisory solution, we also offer our clients timely tax preparation services, IRS representation and IRS audit protection. We also manage setup of all IRS support documentation and business structure filings. Based on the complexity of your business, this service is offered at $200 – $350 per month and the $995 setup fee is waived.
Bookkeeping with Purpose®
Beyond the benefits of the advisory and tax preparation solutions, we also help you implement all recommended tax strategies with our complete bookkeeping and payroll services. Our proprietary Bookkeeping with Purpose® methodology ensures you are achieving the tax savings from your Tax Blueprint® and that every expense is appropriately accounted for in relation to your Tax Blueprint®.
We work closely with you to keep your books current and accurate. We are proactively engaged in your business, continually focused on your goals of cost savings, wealth building, increasing profit and retirement savings, and presenting other unique profit opportunities.
This solution also includes powerful and actionable business intelligence reports that highlight performance insights on your operation and finances.
Not only does Bookkeeping with Purpose® reduce the headache of having to manage your books and payroll – it also provides you with the confidence that everything is being managed appropriately to reduce your tax burden. This service is offered starting at $395 per month and may increase based on the size and complexity of your business.