Expert Tax Services
We've studied the tax code and keep up with changes so you don't have to!
Tax Consulting
Advisor Facing Tax can help you research complex tax issues that come up in your client’s financial plan. We can also run multiple scenarios to help you come up with the most tax efficient plan to help you serve your clients better. Common projects include…
Completing new W4 employee withholding forms
Analyzing sale of stocks and rental properties
Roth IRA Conversions
Tax Preparation
Advisor Facing Tax provides both personal and business income tax preparation for your clients while keeping you in the loop. We work as part of your team since you are uniquely positioned to know your client’s financial and tax life in its entirety. You will see a draft of your client’s tax return before it is filed and final copies can be uploaded to your document sharing system.
All of our proposals include tax return preparation AND tax planning. We feel passionate about helping clients proactively plan for their taxes, reduce tax liabilities and eliminating April surprises. Each new client receives a fall tax projection and a 30 minute call to discuss tax planning questions. (Advisors are also welcome to attend these calls.)
Starting at $1,000 you get:
Schedule A: Itemized Deductions
Schedule B: Interest / Dividend Income
Schedule D: Capital Gain
Form 8863: Education Tax Credits
State Return & E-Filing
TAX PLANNING MEETING AND FALL PROJECTION
Add-On Items:
And for your more complex clients…
Schedule C: Sole Proprietorship
Schedule E: Rental Income
Additional State Return (part year or non-resident)
Married, Filing Separately
Small business tax preparation also available, contact for a quote.
Bookkeeping
At Advisor Facing Tax we realize that bookkeeping is a chore. We are here to be your outsourced accounting partner and provide the level of help you need to run your business. Our experienced team has over 30 years of combined accounting and Quickbooks experience at both small and mid-size companies like yours. An added benefit for you is that we always have our eye on the correct tax classification of your income and expenses, saving you time at year end and making the tax preparation process smoother.
Silver
Small business bookkeeping
$179 / month
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Email support
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Includes 3 hours of dedicated time per month
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50 max transactions per month
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Quickbooks Online 50% discount
Gold
Monthly bookkeeping
$209 / month
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Email / phone call support
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Includes 5 hours of dedicated time per month
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100 max transactions per month
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Quickbooks Online 50% discount
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Online receipt storage
Platinum
Full service bookkeeping
$379 / month
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Email / phone call support
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Includes 10 hours of dedicated time per month
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Unlimited transactions
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Quickbooks Online 50% discount
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Online receipt storage
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Bill pay
Quickbooks Startup
$379 one-time fee
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Phone consultation
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Chart of accounts setup
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Bank account linking
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Training & navigation 1 hr remote class
Payroll
$379 one-time setup fee
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Quickbooks payroll setup
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State payroll applications
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Monthly payroll starting at $59/month (with Bookkeeping package)
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Contact us for quote
If your business is just getting underway, our start-up package will help you get up and running quickly. We will provide a chart of accounts, link your bank accounts, make opening journal entries and provide an hour of online training so you can get back to running your business.
Thinking of hiring your first employee? We can help take the pain out of payroll setup. Let us help you apply for payroll tax identification numbers and setup Quickbooks to record your monthly payroll entries. Ongoing payroll support is also available starting at $29/month. (Please contact us for a quote.)