BOOKKEEPING, TAX PREP, TAX PLANNING

ALL IN ONE PLACE

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It's common to hire a bookkeeper with little tax sense, a tech company to run payroll and a CPA who makes all of their income from just filing tax returns. Unfortunately, that method can cost you thousands each year in potential tax savings.

 

I know this because I have seen it too many times. Admittedly, I've been that CPA who just does tax filing compliance work. Preparing a million tax returns is great for my bank account, but it provides little value to the client.

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Or you can have all of the following for a monthly fixed fee. Ask us for a quote:

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- Monthly bookkeeping signed off by a CPA

- Ongoing advice regarding estimated tax payments

- Ongoing advice regarding the new Colorado PTE tax credit

- Ongoing advice regarding S Corp shareholder comp including how that interacts with the QBI deduction

- Ongoing advice regarding best practice of small business retirement plans (Solo 401k, SEP, etc.)

- Annual preparation of your S Corp or Partnership tax return

- Annual preparation and advice regarding your personal tax return

- On demand signed CPA letter if you ever need one to purchase or refinance a home

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Get a quote

- We ask to see your current general ledger. This way we can gauge the complexity and time commitment of the bookkeeping engagement.

- We like to see your prior year tax returns and ask if they will be similar going forward

- From there we quote a fixed monthly fee so you can budget and know exactly what you are paying for