Tax and Accounting Help
by CPA’s You Can Trust
As a business owner there are so many things you are responsible for. One of the most important responsibilities you have is making sure you have up-to-date books and records and that you are filing your income tax returns on time. If not, you are going to start having issues with federal, state and local governments, who have the power to one day shut your business down if you don’t comply.
The nice thing is you don’t have to worry. We have plans to provide you with the tax and accounting services you need to keep you in compliance.
HOW IT WORKS
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Tax Only Plan
Tax & Accounting Plan
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What is the annual tax planning meeting?
It is a planning meeting to make sure you are getting all of the tax deductions you are entitled to.
Do the tax plans include filing of my state and local income tax returns?
Yes, the price includes federal, state and local income tax filings.
How does my unlimited tax consulting package work?
You decide when you need to talk to one of our tax professionals and then you schedule your meeting. Scheduling is done through our mobile app or our website.
How long do my tax consultations last?
Each consultation is 30 minutes.
What accounting program will you use to do my bookkeeping on?
We use QuickBooks online or Xero, depending on the client and their need.
Does the monthly bookkeeping package include you writing my checks and paying my bills?
No, the bookkeeping package is to enter your income and expenses into an accounting program in order to produce monthly financial statements.
What does it mean to have a dedicated accounting team?
This means you will have the same accountants assigned to your account each month. This way they will come to understand your business and will be able to have a stronger relationship with you.
What type of information is included in your monthly newsletter?
The monthly newsletter includes the latest tips and strategies on tax, accounting and finance. Our clients find these newsletters very helpful in guiding them into making better decisions.
Do I need to download the mobile app?
Yes, it is very important you have the mobile app, because not only does it provide you with great tools and resources you need, it also is one of the main ways we use to communicate with you.
What is the Prosperity Plan?
This is a program to help you better understand financial literacy and to provide you with a financial roadmap. You Prosperity Plan will include direction on how much you need to save for an emergency, your debt and how to pay it down, and how much money you will need to save for retirement and other future financial goals.
What do I get with the Prosperity Club membership?
The Prosperity Club is a paid membership site that includes personal finance and business content and tools. The purpose of your membership is to give you access to the tools and insights you need to make better financial and business decisions.
What does the monthly prosperity coaching include?
Each month you will have a set meeting with a Prosperity Coach to talk about a different aspect of your business. The purpose of this meeting is to help you become a better business owner and to help you make better decisions. The coach will also be available during the month to answer additional questions.
What clients are saying
Dave Hall Presentation – A must attend session for anyone thinking of starting a business...
Dave Hall speaking on The Unbelievable New Tax Strategy – Dave Hall was very knowledgeable and able to present the information effectively!
Thanks, Dave! I consider one of my great strokes of luck getting you as an accountant. It has really been a great thing.
* Prices are subject to change based upon the volume of transactions your business requires us to enter. You will be informed of any price changes in advance. All plans require a twelve-month commitment.