Let's Plan Out Your Taxes
How long have you been in business?
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How is your business set up? (Type of entity)
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How do you currently track your income and expenses? (Spreadsheets, Bank statements, Bookkeeper, Yourself, etc.)
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Are you willing to have a professional bookkeeper provide services for you? (It is a prerequisite for Tax Planning Services)
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What is your approximate annual revenue?
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What is the reason you are looking for tax advisory & planning services? (Want to be more organized at tax time, Pay too much in taxes, looking for guidance, etc.)
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How much do you pay in taxes each year, on average?
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Are you willing to invest at least $1500 in tax savings strategies?
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