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.

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 $1,150 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

Add-on items are priced based on complexity. 
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 also realize that having a good set of books is critical to your tax compliance, tax planning (who doesn’t want to save on their tax bill!) and surviving an audit. All of our business tax packages require a bookkeeping plan.

Silver

Small business bookkeeping

$179 / 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

$209 / 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

Contact us for a quote

  • 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

$479 one-time fee

  • Phone consultation

  • Chart of accounts setup

  • Bank account linking

  • Training & navigation 1 hr remote class

Payroll

$479 one-time setup fee

  • Quickbooks payroll setup

  • State payroll applications

  • Monthly payroll starting at $59/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 $79/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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