Plans
Tax Plans
Choose a plan that fits your needs
Plans Include |
Silver |
Gold |
Platinum |
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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
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.