Tax and Advisory Services

Services designed specifically for your and your creative business to provide you with actionable information. Generally speaking, around here, these are going to be related to the language of business: money

What we Do

Our Services

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Income Tax Planning and Preparation

It’s one of the two things we’re guaranteed in life. But, taxes don’t have to be painful. Let us take away the stress of taxes.

 

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Monthly Maintenance

As a business owner, you know your accounting needs regular and routine maintenance to give you all the insights you need. But, what does that maintenance look like? And how do you make use of the results? What about this new, odd, or different thing that happened?

We’ve designed a Monthly Maintenance program for business owners not working with a bookkeeper to help you get these questions answers. This program includes:

  • Monthly co-working session designed to support you in clicking the buttons and doing the things. Breakout sessions are available.
  • Reminders to click the buttons and do the things.
  • Our eyeballs on your accounting on a regular basis to help identify concerns and propose solutions before those concerns become a problem.
  • Updated Quarterly estimated tax payments if as necessary.

Custom Solutions

Did you receive a new form of money this year? Is your accounting working for you, or are you working for it? Change jobs? Have a burning question and just really don’t understand how to get started? We encourage you to send us your question. We’re usually able to offer a solution or provide an answer. It’s as easy as sending us an email or a message in Moxo.

If you’re not a current client, include that burning question in your Introductory Survey. I promise, there’s a space for it.