We've heard over and over what really matters to you:
You want proactive tax planning to make sure you're using the full tax code to your benefit.
So we're introducing our new tax service for the bootstrapped cashflow operator.
There are three tiers of service:
This is for the freelancers and businesses early on in their journey who just need things filed accurately and on time.
- Includes quarterly estimates and an annual review and basic planning session
This is for the businesses starting to hit some very profitable years and need more proactive planning to make sure they are keeping as much of those profits as possible.
- Quarterly check in's and tax strategy
- Quick replies and answers to questions
- Reasonable salary calculations and W-2 withholding advice
This is for the larger and more complex businesses looking ahead to exits or other major tax events that require a lot more technical tax support.
Includes everything in Standard plus:
- QSBS management
- Nexus reviews
- Business Valuations
- IRS/State correspondence
- Multiple states
- Complex personal filings
Because this does require more bandwidth, availability for this will be limited.
If you're at all interested, reserve a spot now and let's start the conversation so there is enough time in 2025 to make some plans for next year.
No deposit is required at this stage and no firm commitment. We just need to get initial counts for the interest in this in order to plan ahead.
So let us know and let's get time booked to review your situation.
