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Our tax preparation and planning service is designed to remove the tax-time stress and beat the IRS tax game.
Five out of seven business owners and individuals pay over 70% extra in taxes than they should each year.
Our tax team works diligently to plan, project, and answer all of your tax questions.
If you are a business owner and are tired of meeting with your tax professional once a year only to discover that you have a higher than average tax bill, click below to learn more.
The purpose of our Tax Planning service is to reduce your taxes and provide a stress-free tax time.
Our Tax Planning services include proactive tax strategy based on historical and projected financial performance.
Our Tax Planning Services includes
Tax Planning Investment Starts – $5,000
~Does not include individual return
~Subject to a Bookkeeping Review and Approval if we are not providing bookkeeping services to your company.
~Subject to a Bookkeeping Review and Approval if we are not providing bookkeeping services to your company.
Our individual tax service is completed through a simple online process. After contacting our firm, you will receive a client portal, along with a tax form checklist and tax form deductions list. Once you have uploaded your documents, our team will begin preparing your taxes.
Once completed and before e-filing the return, we conduct a Zoom meeting with you to review and approve. Upon approval, we e-file your return and provide you with step-by-step notification status.
Service Start at $850
© 2023 Say Yes To Profits ®
Say Yes To Profits is NOT a licensed CPA firm.