taxes
strategic tax planning and prep for small business owners
strategic tax planning to support business growth
Does tax season fill you with dread? Are you worried about compliance, missing out on deductions, or simply finding the time and energy to get everything organized?
You're not alone. Business taxes can feel overwhelming, but they don't have to be. We offer tax services specifically designed for business owners like you, providing expert preparation, strategic planning, and dedicated support to ensure compliance, minimize your tax liability, and give you valuable peace of mind.
are our tax services right for your business?
Our tax services are perfect for you if you are:
A business owner who finds tax preparation stressful, confusing, or time-consuming.
Worried about staying compliant with federal and state tax regulations.
Looking for proactive strategies to legally minimize your tax burden.
Seeking a trusted expert to handle both your business and personal tax filings.
Wanting peace of mind knowing your taxes are organized, accurate, and filed on time.
Ready to free up your valuable time and energy during tax season.
experience confidence and peace of mind
Our tax services are about more than just filing paperwork. They're about transforming your tax experience from a source of anxiety into an opportunity for strategic planning and more.
We provide a comprehensive approach to managing your business and personal taxes. Here's a sampling of services:
business tax services
Our business tax services ensure your company remains compliant while minimizing tax liabilities. We offer year-round tax planning, accurate tax preparation, and strategic advice on S-Corporation elections, all aimed at optimizing your business’s financial health. Whether you operate in a single state or across multiple jurisdictions, our experts provide the guidance needed to manage business taxation effectively.
individual tax services
Filing taxes can be complex, but with our individual tax services, it’s manageable. We provide precise tax preparation, ensuring that every deduction and credit is utilized correctly. Our tax planning services go beyond filing; we work with you throughout the year to develop strategies that protect your assets and support your financial goals.
tax planning & strategy
Proactive tax planning is key for businesses and individuals to manage tax obligations and minimize liabilities. Our tax planning services include detailed reviews of your financial situation, identifying opportunities for tax savings, and developing strategies aligned with your long-term financial objectives.
We'll conduct live calls (onboarding and planning) via Zoom or Meetn, and all document sharing and delivery of completed filings will be handled securely through your online client portal.
hear from a client who gained clarity and results
"I had documents that needed updating and was experiencing unexpected challenges to do the job myself. Penny didn’t just scrub and update my document, she enhanced them making them look more professional. Not only can I use them to execute training I can also develop future marketing materials."
-Frank Reno, President/Owner, Caribbean Executive Travel, Inc. | Services provided: document re-creation, scrubbing, re-formatting, watermark
save with multi-session packages!
the brainstorming bundle
three 1-hour sessions to be used anytime within 90 days of date of purchase. Schedule them as you need them.
the strategy power pack
three 1-hour sessions to be used anytime within 90 days of date of purchase. Schedule them as you need them.
ultimate idea to action package
session one: 1.5-hour brainstorming
session two: 1 hour strategy
session three: 1.5 hour strategy
(spread over a 30-day period)
have questions about strategy & consulting?
What's the differnence between brainstorming, strategy, and general consulting?
Great question!
- Brainstorming: we explore and generate ideas and potential solutions to make your ideas a reality.
- Strategy: We laser-focus on a specific project or initiative to give you actionable solutions and a plan for success.
- Consulting: Time spent together working through a longer term project or initiative where you receive guidance, advisory, and support along the way.
Sounds great! How does it work?
Once you purchase a brainstorming or strategy session I'll email a link to a questionnaire, a service contract, and a link to book your time. The questions are designed to gather as much information as possible before we meet so I can plan our time together. After we meet you'll receive a PDF overview of our meeting.
What's your cancellation policy?
I guarantee your session date, time, and price for 90 days after receipt of your payment. You may reschedule within those 90 days if something should come up. There are no cancellations or refunds.
Do you offer a payment plan?
There are no payment plans available for hourly services.
ready to take the stress out of business taxes?
Stop letting tax season be a source of dread. Let's explore how expert preparation, strategic planning, and dedicated support can provide the confidence and peace of mind you deserve.
