Services

The Tax Course

This is a do it yourself model we suggest only for new businesses under $100k in gross income. Learn tax strategies to use in your business and find the answers to what you should be claiming, how to much to put away for taxes and what you could be saving by maximizing your deductions.

Tax Strategy Implementation

This program is designed for small businesses generating at least $200k up to $50M. We create a tax strategy plan for you and implement and infuse that each month into your bookkeeping, tax prep and CFO services creating a holistic approach to help you pay the least taxes legally possible.

After we help you protect your profits from the government, we help you create a wealth strategy plan so that your business works for YOU instead of you working for your business. 

To learn how this program can help your small business, book a call with one of our tax strategists. 

Tax Strategy Audit

If you’re over the multiple million mark, chances are you have an in-house accounting service or bookkeeper and aren’t in need of our full done for you program, but could benefit from a custom tax strategy. At this level you’ll work 1-1 with Carlotta to review your general ledger and create a tax strategy for your business. We then help you to implement the tax strategy and you can keep using your internal accounting department. On average, we save customers joining this program 5 to 6 figures per year, just through tax savings.

To learn how we can help you save on taxes and support your internal team, select a time to chat with our Tax Strategy Audit consultant.