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Starter
Includes all of this:
◉ Proactive Tax Planning & Tax Reduction
◉Bookkeeping: Up to 50 transactions/month
◉Bookkeeping: Up to 50 transactions/month
◉Business Income Tax Preparation
◉Tax Planning Meetings: 1x Per Year
◉Financial Reporting: Quarterly
◉Additional Virtual Consultations: 1 (Maximum)
◉Preparation of Annual 1099's (up to 10)
◉24/7 Cloud Access to Tax Returns and Documents
◉Prioritized Communication System
◉Monthly Newsletter
Monthly Fees Starting at $497
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PRO
They know how important is to get timely financial reports because after all… Construction is all about the numbers.
So we developed this level of service to help the PRO
Starting at $650/month
◉ Proactive Tax Planning and Tax Reduction
◉Bookkeeping: Up to 200 transactions /month
Tax Planning Meeting: 2x per year
◉Business Income Tax Preparation
◉Financial Reporting: Quarterly
◉Virtual Consultations: Quarterly
◉Preparation of Annual 1099’s (up to 15)
◉24/7 Cloud Access to Tax Returns & Documents
◉Annual meeting PRO meeting to outline business business & personal goals for the next 12 months
◉Year-Round Email Access to the US Tax Accounting & Advisory Team.
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Money Maker
You’ll have time to manage & operate your business knowing US Tax Accounting & Advisory has your back. We’ll meet in the spring and fall to discuss taxes and implement actions required to minimize your tax burden.
Starting at $1,250/month
◉ Annual meeting to; review your business & personal financial goals; update the current years tax plan, review profit margins; revenue targets and discuss opportunities and any challenges on the horizon.
◉ Full charge accounting services for your business ranging from bookkeeping to tax planning.
◉ Financial Reporting: Monthly
◉ Pain free tax preparation for your business and personal tax returns.
◉ Year-Round phone access to our BlackFin Tax Team. (no-additional cost).
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Visionary
Scaling up your business or getting ready to sell your business both require a solid plan and the time needed properly execute the plan.
◉ Preparing a business to sell is a great goal when you’re ready to go. The sooner you start planning this big event the more likely you’ll realize a much high sales price. Don’t wait act on this now.
◉ If you're loving your business and looking to take it to the next level you also will need a detail plan to scale your business to the next breakpoint.
◉ There is nothing more exciting in business than to decide to retire and sell out at the highest possible price or decide to scale up your business by 2x, 5x, 10x or 25x.
Starting at $1,250/one time
FAQ’s
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Traditional CPA & Tax and Accounting firms focus on historic work - they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus our work on helping you achieve better results in the future. Because of this, we can help our clients pay the least amount of tax possible and make more progress toward their goals.
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We'll make sure we align the right package with your goals. During your free Strategy call, we'll identify your unique needs, and ensure you're enrolled in the right package, at the right price.
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Now! The sooner you book a call, the sooner we can begin helping you save on taxes and implement a strategy for better results. There is no upside in waiting. Get ahead now and enjoy a stress free life.
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We specialize in working with owners of Contracting & Construction Companies that want better results in their business & personal lives. Our team has experience helping clients across multiple industries and we use that knowledge to make tax & strategic planning easier for all of our business clients.
We're growth oriented and enjoy advisory projects where we help our clients substantially increase revenues and profits.
If you really want to have more fun running your business, book a call with us! We'll discuss your needs and align you with the right service.