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Your Strategic Tax Planning Partner

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Our Year-Round service reflects where we believe we can make the greatest difference. It's designed for individuals and business owners who value a trusted relationship, proactive planning, and thoughtful guidance throughout the year.

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We take the time to understand your goals, anticipate potential tax concerns, and help you make informed decisions before opportunities are missed.

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How It Helps You Plan for Tomorrow

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Through meaningful planning conversations, tax projections, and ongoing guidance, we help you prepare for what's ahead rather than simply look back at what has already happened.

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Our goal is to provide peace of mind, knowing you have a knowledgeable team looking at the bigger picture and helping you move forward with confidence.

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This is a year-round relationship, with our annual service period running from July through June.

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What's Included in Year-Round

Year-Round Planning & Guidance

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• Proactive tax planning and guidance throughout the year

• Business and personal financial reviews as they relate to tax planning

• Individualized tax projections and estimated tax calculations

• Deduction, withholding, and tax-saving opportunity reviews

• Entity structure and tax efficiency discussions.

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Personalized Support & Communication

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• Priority access to scheduled in-person or virtual planning meetings

• Priority responsiveness throughout the year

• Guidance on tax-related decisions as opportunities and changes arise

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Tax Preparation & Filing

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• Federal and state income tax return preparation

• Personal review of your tax return with Jan before filing

• Assistance with routine IRS and state correspondence related to returns we prepare

 

Service Period & Payment

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• Annual service period covers July 1st through June 30 of following year.  

• 50% annual retainer due in September

• Remaining balance due upon completion of your tax return

 

Additional Services Available

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The following services are available for an additional fee:

• Monthly accounting and reconciliations

• Payroll processing and related tax reporting

• Sales tax preparation and filing

• Additional federal and state tax filings as needed

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Year-Round is designed to help you make informed tax decisions throughout the year, not simply prepare for filing season.

 

 

Planning Today for a Better Tomorrow™