Tax Planning & Business Advisory

Service Description

We will perform a mock tax return of various scenarios to project the upcoming tax liability. This is crucial part of tax planning and making sure your ready when a big life events takes place. Strategic business planning may include analyzing various scenarios like what-if income scenarios, equipment purchases, retirement contributions, bringing on employees, and reasonable compensation analysis for S-Corp owners. A deposit of $175 is required for the first hour, and Tax Projections are then billed at $175 for each additional hour needed to complete, deliver & review with client the results. Please note: 2 hours should be expected for the most minimal. Tax Projections may take much longer depending on specific scenarios. We'll chat before any official work is started so we both get an expectation of the time necessary for this Custom Engagement.