Is the person filing for you fighting for you!?
I believe education and relatable representation are a must.
Individual Taxpayer Service Recommendations
- Strategic Tax Planning
- Federal & State Tax Compliance
from $24.95/ mth for 1 year
Business Owner Service Recommendations
- Strategic Tax Planning
- Federal & State Tax Compliance
- Payroll Services
- Bookkeeping Services
from $37.95/ mth for 1 year
Bookkeeping & Monthly Call
$295/ mth for 1 year
Live Payroll & After The Fact Payroll
Pricing Varies
Small Business & Athlete CFO Services
Prices May Vary
Let's Win Together
Individual Taxpayer Service Recommendations
- Strategic Tax Planning
- Federal & State Tax Compliance
Business Owner Service Recommendations
- Strategic Tax Planning
- Federal & State Tax Compliance
- Payroll Services
- Bookkeeping Services
Service Offerings
Strategic Tax Planning (quarterly, semi-annual, annual)....
Strategic Tax Planning: Develop customized strategies to reduce your tax burden and align with your financial goals.
Year-Round Tax Advice: Stay ahead of deadlines and identify opportunities for savings throughout the year.
Business Tax Optimization: Maximize deductions, credits, and entity structuring for efficient tax outcomes.
Retirement & Estate Planning: Ensure your wealth is protected and transferred efficiently to future generations.
State Tax Guidance: Navigate tax obligations across different jurisdictions with confidence.
Tax Law Compliance: Stay updated with the latest tax codes and regulations to avoid penalties and audits.
Federal & State Tax Compliance (monthly, quarterly, annually)....
Tax Filing Preparation: Accurately prepare and file federal and state tax returns to meet all deadlines.
Regulatory Compliance: Stay updated with the latest tax regulations to avoid penalties and maintain compliance.
Sales & Use Tax Management: Calculate, report, and remit sales taxes for multi-state operations.
Nexus Analysis: Assess and manage tax obligations across multiple states or jurisdictions.
Audit Support: Provide expert assistance and representation during federal or state tax audits.
Payroll Services (weekly, bi-weekly, monthly, quarterly, annually)....
Payroll Tax Filing & Reporting: Accurately calculate, file, and remit federal, state, and local payroll taxes.
Regulatory Compliance: Stay updated with labor laws, minimum wage requirements, and tax code changes to avoid penalties.
Employee Classification: Ensure proper classification of employees and contractors to comply with tax and labor laws.
W-2 & 1099 Preparation: Prepare and distribute year-end forms for employees and independent contractors.
Garnishments & Deductions Management: Process and manage legally required deductions, such as wage garnishments, child support, and benefits contributions.
Timekeeping Integration: Ensure accurate payroll calculations by integrating with time tracking systems.
Audit Readiness: Maintain proper records and documentation to support compliance during audits or inquiries.
Bookkeeping Services (monthly, quarterly, annually)....
Transaction Recording: Accurately track income, expenses, and all financial transactions.
Bank and Credit Card Reconciliation: Ensure your accounts are balanced and free from errors.
Expense Categorization: Organize expenses for accurate reporting and maximum tax deductions.
Financial Reporting: Generate detailed reports, including income statements, balance sheets, and cash flow statements.
Cloud-Based Bookkeeping: Leverage secure, cloud-based software for real-time access to your financial data.
Customized Solutions: Adapt our services to fit the specific needs and goals of your business.
Review, Compilation, and Audit Services (as needed)....
Financial Statement Audits: Conduct thorough, independent examinations of your financial statements to provide assurance of accuracy and compliance. Ideal for businesses requiring the highest level of assurance for home owner associate residents, partners, or private investors.
Financial Statement Reviews: Perform analytical procedures and inquiries to offer limited assurance that no material modifications are needed for compliance with applicable standards. This is a cost- effective solution for businesses seeking moderate assurance.
Financial Statement Compilations: Organize and present financial data into a professional financial statement format without assurance. Best suited for businesses needing basic financial statements for internal purposes or third-party use.
Business Evaluations (as needed)....
Comprehensive Business Valuations: Assess the value of your business based on market conditions, financial performance, and industry trends.
Exit Planning & Succession: Determine the worth of your business to prepare for a smooth transition or sale.
Litigation Support: Deliver valuations for legal matters, including divorce, shareholder disputes, or damages claims.
Small Business CFO Services (schedule a meeting to discuss)....
Strategic Financial Planning: Develop budgets, forecasts, and long-term financial strategies tailored to your goals.
Cash Flow Management: Ensure smooth operations with insights into cash flow optimization and working capital needs.
Performance Analysis: Evaluate financial performance, track key metrics, and provide actionable recommendations.
Cost Control & Profitability: Identify areas to reduce costs and maximize profitability.
Tax Planning & Compliance: Work closely with your tax advisors to minimize liabilities and meet regulatory requirements.
Investor & Lender Relations: Prepare financial reports and projections for investors or loan applications.
Athlete CFO Services (schedule a meeting to discuss)....
Comprehensive Financial Management: Establish budgets, cash flow plans, and manage daily expenses to support your career and lifestyle.
NIL (Name, Image, and Likeness) Management: Provide expert guidance on monetizing your personal brand through endorsements, sponsorships, and partnerships, ensuring compliance with NCAA and other governing bodies’ regulations.
Contract & Endorsement Guidance: Collaborate with agents and legal advisors to negotiate favorable terms that align with both your financial and personal goals.
Tax Planning & Compliance: Develop proactive strategies to minimize tax liabilities and navigate complex multi-jurisdictional tax environments.
Wealth Building & Investment Oversight: Coordinate with trusted financial advisors to create diversified, long-term investment portfolios that support your future.
Risk Management & Insurance Planning: Identify coverage needs, protect assets, and safeguard your earning potential.
Post-Career Transition Planning: Craft financial strategies for life after sports, ensuring sustainable income streams and wealth preservation.
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