Quarterly Tax Planning Services
Our firm 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 $2 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 clients 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.
Quarterly service is for a business in which bookkeeping is routinely done by the company internally and payroll is done by an outside payroll company. This service includes on a quarterly basis, a meeting with the business principals, providing business books clean-up, tax reclassifications, third party documentation matching, internal reports and interpretation, comparisons, and estimated annualization of taxable income for relative tax and accounting planning. For special projects outsides of these services, our fees are according to our hourly fee schedule.