What is Year Round Planning? In short, it is a bundle of services designed to maximize the partnership we have with our clients. Each service helps ensure that our clients/partners receive from our firm what is needed to move forward in their business and personal taxes. A tax plan that only takes into account business taxes is fifty percent complete if personal taxes are not included. We also provide our monthly client helpdesk service for those questions and simple advisory needs that routinely or spontaneously arrive in one's mind. Reach out to us today to see if you we are a good fit for one another concerning this service.
We offer a simple concept of Bookkeeping depending on whether you want to use your software, or we use our preferred software. We bill on a monthly basis and enter into contracts with our clients so that we can both have the expectations set appropriately. The goal with bookkeeping is great records making it simpler for tax preparation compliance.
Tax Planning is a huge part of what we do and what we teach. We tell our clients that every financial plan that does not have a tax plan incorporated is incomplete. In short, we set up 3 or 4 sessions with our clients throughout the year. We check tax withholding, record keeping for businesses, and recommend guidance for both. Maybe a client is missing a few deductions that they should be tracking. Maybe their withholding is going to be too much or too little. Isn't it better to know that before Tax Filing season comes?
Monthly Retention + Access
Our Monthly Retention + Access services is our Client Helpdesk service for Simple Tax and Business Advice. Imagine having our firm in your pocket each time you have a question or access to a one-time consultation at a 50% discounted price all for the price of an entertainment membership monthly. As a standalone service, it brings great value to our clients. Bundled together with tax planning, it just makes PERFECT sense!