A suite of complementary services,
expertly provided
As your concierge, deep expertise is just the beginning. We also act proactively. Reducing your tax pain means more than minimizing your tax burden. It also means putting an end to procrastination and undue late penalties.
Tax Strategy, Planning and Preparation
As your financial concierge, we provide consulting regarding tax planning, business, real estate and retirement. And we prepare tax returns that have an extremely low change of being audited. We’ll show you when and how auto, travel, research, meals and entertainment expenses can be deductible—and exactly how to support them. We’ll also discuss large or unusual transactions with you to understand whether and how to make them deductible, too. From planning to payroll, we navigate the tax system’s intricacies on your behalf. The outcome: Returns engineered be accepted without audit and to comply with all applicable tax laws and regulations.
Accounting and Payroll
When we set up and maintain your QuickBooks bookkeeping system, you’re assured that your income and expenses are properly tracked and recorded. As your concierge, we help you to select the right expenses and bills to pay through the business, advise on the many expenses you can deduct under certain circumstances, and answer every question you have about exactly how to deduct what. In addition to bookkeeping, we can also manage your payroll service, providing you with recommendations for salaries as well as retirement.
Entity Formation and Compliance
We can help you to form an LLC or a corporation so that your business can report its activity to maximum tax advantage. As your concierge, we also proactively prepare the forms required to keep your LLC or corporation in compliance.
“The Concierge Program is our answer to all the problems that self-employed face at the end of the year. For a few dollars a month, small, independent business people can now simplify their taxes by knowing what’s deductible and what isn’t.”
— Adrian Keith Skane, Senior Partner, CPA
Concierge Program
Up Close
Tax Strategy, Planning and Preparation Services
Individual Income
Tax Partnership Income Tax
S Corporation Income Tax
Other Income Tax Services
1099 and 1096
State Sales Tax Return
Income Tax—Current Year
Accounting and Payroll Services
Periodic Accounting
Monthly Accounting
Monthly Payroll
Client-Maintained Payroll
Entity Formation & Compliance Services
Annual Corporate Minutes
Annual Information Report for State
Entity Formation and Changes