FAQ

You can check the status of your refund on the IRS website at https://www.irs.gov/refunds.

You will need to call the IRS and find out more details about the status. They can be reached at

1-800-829-1040.

If you are a partnership, multi-member LLC or S corporation, you will need to file the extension by March 15th. The completed return must be filed by September 15th.

If you are a C Corporation or Individual, you will need to file the extension by April 15. The completed return must be filed by October 15th.

When you book our 90-minute Comprehensive Consultation, we assure you that the strategies discussed will result in a minimum savings of $1,000 on your taxes. In the unlikely event that this isn’t achieved, you will get a full refund.

By actively implementing our tax strategies and adapting them throughout the year based on your business’s revenue and new tax codes, the tax savings you’ll gain will consistently exceed the cost of our services. 

It’s a commitment that your investment is not just an expense but a strategic move toward greater financial returns, ensuring that the benefits you reap outweigh the service costs.

While the allure of lower costs may be tempting, the risk lies in missed opportunities for substantial tax savings, which can cost business owners more money in the long run. Limited expertise and reliance on automated processes may lead to missed savings and strategic opportunities that a personalized approach like ours would uncover.

We pride ourselves on crafting financial strategies tailored to your unique situation and goals. Unlike online alternatives, we understand the dynamic nature of your business and evolve our strategy to ensure we employ the latest and most effective approaches. What truly sets us apart is our proactive approach, working with you throughout the year, not just during tax season. This proactive stance provides numerous opportunities for strategic decisions, ensuring that your financial plan aligns seamlessly with the evolution of your business.

Yes, we can meet with you virtually and get the necessary documentation through our secure file-sharing system.

After filling out our questionnaire, you will be able to schedule an appointment with us so we can better understand your needs and determine whether our services are the right fit for your needs.

Our Business Tax Advisory Program is designed for year-round support. We go beyond traditional tax preparation by offering proactive tax planning and strategy services. Throughout the year, our team works closely with you, providing strategic guidance to optimize your tax position. This includes quarterly business health and tax strategy meetings where we assess your financial situation, identify opportunities, and adjust strategies as needed. Our goal is to ensure that your tax plan aligns seamlessly with the evolution of your business, maximizing savings and minimizing liabilities consistently.

We tailor our prices to your specific needs and charge a flat monthly fee. Before onboarding with us, we will send you a proposal for you to review so you can easily build our services into your budget.

We do not provide tax preparation services if you are not a part of our Tax Advisory Program. Tax preparation can vary depending on the complexity, our rate typically start between $400-$500.

No. We work with the following business entities: 

  • Sole Proprietorship
  • Single-member LLC
  • Multi-member LLC
  • Partnership
  • S Corporation (SCorp)
  • C Corporation (CCorp)

Our program offers a comprehensive suite of services tailored to elevate your financial success. These include personalized tax planning, business entity optimization to ensure you’re in the most beneficial structure, meticulous bookkeeping, strategic accounting, and proactive year-round guidance. The program is designed to maximize tax deductions and credits, implement multiple investment strategies for enhanced income, and provide asset protection strategies.

Absolutely. We analyze your business structure to explore opportunities for optimization, ensuring you benefit from the most advantageous entity for your unique situation.

If you have any questions that we don’t answer in our FAQ….