Plans

Tax Plans

Choose a plan that fits your needs

At Empire Tax Advisors, we acknowledge the individuality of every business, which is why we provide customized packages addressing every facet of your enterprise. Our ultimate aim is to empower you to remain dedicated to your passions. Regardless of whether you’re an entrepreneur, solopreneur, small business owner, or overseeing a large team, our diverse options are designed to safeguard more of your earned income, bolster cash flow, and fortify your lasting impact.

Plans Include

Silver

Gold

Platinum

The Tax Plan for 2023, 2024 & Beyond
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Planning & Strategy to Hit an Extra $1M by Retirement
Insurance Review to Protect Assets & Reduce Taxes
TCJA, FFCRA, CARES, Covid Relief Bill Review for Liability Minimization
Review Biden Tax Policy Proposed Pre-Law Changes & Recommendations
IRS & Court Case References Support Positions
Tax Advantages Wealth Management Review
Core Strategy Implementation
Business Tax Preparation
Quarterly Estimated Payments
Quarterly Core Tax Planning & Implementation
Quarterly 1-on-1 Business Review
Business Accounting Cleanup (10 hours included)
Monthly Business Virtual CFO & Review of Financial Results
Real Time Financial Reports
Bank Reconciliations & Month End Close
Up to ten (10) 1099 Distributions
Monthly Owner(s) Payroll (up to 5 employees)
Cash Flow Management
Up to 3 Dependent(s) Tax Returns (income up to $35K)
Tax Free Retirement & Legacy Planning
Audit Protection (10 hours included)
Planning to Increase Revenue, Gross Profit, Net Profit & Net Worth
Get Started Get Started Get Started

Implementation

Optimizing your unique financial situation takes a little time. 4-6 weeks to be exact. Our one-time implementation investment allows our team to evaluate your financials in order to make expert recommendations. More below on what is included.

Dedicated Team
Harness the expertise of a dedicated team of financial professionals who analyze your business’s financial data from past, present, and future perspectives.
Account Reconciliations

We accurately reconcile your bank accounts, credit cards, and electronic transactions within QuickBooks.

Tax Planning

We strategically prepare for the future by offering valuable advice on optimal tax strategies and savings, ensuring peace of mind for our clients.

Financial Management

Expert guidance for CFO Strategy, Financial Modeling, Budgeting, and Cash Flow Tracking.

CFO Led Strategy

Your trusted CFO at Empire Tax Advisors diligently examines your data on a monthly, quarterly, or annual basis, ensuring your financial decisions are guided by proactive strategies that pave the way for success.

Monthly Financial Statements

At Empire Tax Advisors, we diligently deliver your monthly financials by the 20th of every month, ensuring accurate and timely reporting.

Tax Preparation

Your business and personal returns are included. Allow Empire Tax Advisors to handle your tax preparation needs, providing expert support in tax prep and filing, so you can focus on what you do best.

Business Advisory

Looking for expert advice on your business investments, expenses, and purchases? Empire Tax Advisors: your trusted partners in navigating cash flow surprises and tax concerns, ensuring peace of mind and financial success. Trust in our expertise to guide you towards smart and strategic decisions.