The following packages are designed for all different types of entrepreneurs, whether just starting out or multi-business pro. Each are serviced and billed monthly, book a call to learn how Taylor Tax can help you today!
Solopreneur
Designed for the solo business owner, the package services one company and includes a range of essential features.
Biweekly Group Strategy: ✓
Toolkit (Launching JAN 2025): ✓
Business Tax Prep: ✓ (Includes 1 Business Return)
Personal Tax Prep: ✓ (Includes 1 Personal Return)
Monthly Bookkeeping: 4 accounts + 2 Loan Management (Up to 280 Transactions Total)
Deliverables: P&L, Balance Sheet
Business Pro
Ideal for a multibusiness owner, the package supports up to 2 companies and includes a comprehensive range of services.
Biweekly Group Strategy: ✓
Toolkit (Launching JAN 2025): ✓
Business Tax Prep: ✓ (Includes 2 Business Returns)
Personal Tax Prep: ✓ (Includes 1 Personal Return)
1-on-1 Tax Strategy: ✓
Monthly Bookkeeping: 8 accounts + 4 Loan Management (Up to 560 Transactions Total)
Deliverables: P&L, Balance Sheet, Budget VS. Actual Report, Proforma
1-on-1 Phone Access with CEO: ✓
More about our services:
Tax Strategy
Harnessing the power of the latest tax rules, regulations, and resources, we strategically tailor actions to minimize your tax burden both now and in the future. Whether you prefer ongoing monthly or quarterly sessions, or a one-time consultation, our service guarantees a roadmap to substantial savings, regardless of the scale of your business. Let us guide you in maximizing cash flow, ensuring legal compliance, mitigating risks, crafting sound financial plans, and adeptly navigating the ever-evolving landscape of tax regulations.
Tax Preparation
Reporting the bookkeeping information to the authorities in a strategically advantageous manner, in order to provide the taxpayer with the lowest possible tax liability.
Deadlines:
- Business Extension Tax Filing: Sept. 15th 2024 (Partnerships and S-Corps)
- Personal Extension Tax Filing Deadline: Oct. 15th, 2024 (Individual/Personal and C-Corps)
Bookkeeping
Our service involves meticulously recording financial transactions to create reports for measuring success, making predictions, gaining insights, and planning for the future.
