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

Clients typically are withholding too much tax at their jobs. By analyzing their withholding and adjusting their W4 we can optimize their take home pay and help them save more for their goals.

Analyzing sale of stocks and rental properties

When a client has investments to sell, good planning can help keep more money in their pocket. By modeling capital gains and losses and taking into account the clients unique tax situation I can work with you to find the best tax answer. This is a great way to show your value to your client.

Roth IRA Conversions

If your client will be experiencing a period of uneven income, Roth IRA conversions can be a tremendous potential tax savings. By modeling different scenarios we can choose which years to make the conversion to save taxes for your client.

$125 per hour

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.

For $289 you get:

Schedule A: Itemized Deductions

Schedule B: Interest / Dividend Income

Schedule D: Capital Gain

Form 8863: Education Tax Credits

State Return & E-Filing

Form 1040-ES: Estimates for Next Tax Year

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

Add-on items cost $125 each

Tax research and additional forms will be quoted 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

$89 / month

  • Email support

  • Includes 3 hours of dedicated time per month

  • 50 max transactions per month

  • Quickbooks Online 50% discount

Typically for companies with less than $150K revenue

Gold

Monthly bookkeeping

$179 / month

  • Email / phone call support

  • Includes 5 hours of dedicated time per month

  • 100 max transactions per month

  • Quickbooks Online 50% discount

  • Online receipt storage

Platinum

Full service bookkeeping

$379 / month

  • Email / phone call support

  • Includes 10 hours of dedicated time per month

  • Unlimited transactions

  • Quickbooks Online 50% discount

  • Online receipt storage

  • Bill pay

Quickbooks Startup

$379 one-time fee

  • Phone consultation

  • Chart of accounts setup

  • Bank account linking

  • Training & navigation 1 hr remote class

Payroll

$379 one-time setup fee

  • Quickbooks payroll setup

  • State payroll applications

  • Monthly payroll starting at $29/month (with Bookkeeping package)

  • 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.)

Let’s schedule a time to sit and discuss your tax needs.

Top 7 Tax Mistakes on Your Client's Tax Return

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