Consulting Services
Get the expert financial guidance you need.
Get the expert financial guidance you need.
This is your space to ask all the questions you’ve been carrying around. We’ll listen, educate, and create a clear plan of action.
Your financial questions, answered.
You have questions about your business, and you deserve clear, trustworthy answers. Whether you’re just getting started or are ready for your next big move, our consulting services provide personalized, one-on-one guidance to help you make informed decisions.
- S-Corp Setup & Guidance: Ready to make the switch to an S-Corp? We’ll walk you through the entire process, from understanding the benefits to filing the right forms. We’ll help you determine if it’s the right move for your business and save you from the stress of doing it alone.
S-Corp Reasonable Compensation & Payroll: As an S-Corp owner, understanding how to pay yourself is critical. We’ll help you navigate the IRS rules on “reasonable compensation,” set up payroll, and make sure you’re compliant, so you can benefit from S-Corp tax savings without the risk.
Business Structure Analysis: We’ll help you choose the best tax structure for your business
- Pricing Strategy: Get a clear understanding of your costs and how to price your services for profit.
Profitability Analysis: Pinpoint where your business is making money and where there are opportunities for improvement.
Event Speaking: Need a tax expert for your event, podcast, or workshop? We offer speaking engagements on a range of topics, including S-Corp taxation, pricing strategy, and business finances. Whether you need a keynote speaker or a panelist, we’ll provide clear, actionable advice to help your audience build a profitable business.
Reasonable Compensation Report
Tired of guessing your S-Corp salary?
We’ve got you covered.
S-Corp Election Package
We’ve assisted many small business owners in achieving an S-Corp status, and we’d love to assist you as well.
Event Speaking
Tired of hearing the words “taxes,” “bookkeeping,” and “CPA” and feeling a sense of dread? You’re not alone.
Schedule an Appointment
Book a consulting session to get clarity and a plan.
