Quarterly Service

Joshua Jenson, CPA, P.C. requests that tax and accounting consultation occur, at a minimum, on a quarterly basis for a business with two or less principals, grossing less than $1 million annually. In keeping with the Firm's specialization of exceptional, personal service delivered throughout the year, an every-90-day consultation proves to be beneficial to avoid tax implications, ensure tax reality and keep our client in step with financial considerations that go hand-in-hand with tax planning. This allows our Firm to play a role in keeping your tax and accounting world in better order, and your financial motivations in line.

If it is determined that quarterly consultation matches a client's needs, our fees reflect both quarterly consultation fees, plus an annual tax preparation fee. Included is a subscription to TAX STRATEGICS and a year end follow-up.

Quarterly service is for a business in which bookkeeping is routinely done by the company internally and payroll is done by Paychex. This service includes a visit once a quarter, meeting with business principals, providing on-site business books clean-up, tax reclassifications, third party documentation matching, internal financial reports and interpretation, continuity comparisons, and estimated annualization of taxable income for relative tax and accounting planning.