Business & Tax Consulting

Everyone and their situation is unique. Get personalized business and individual tax advice from our team of experts.

Simple. Accessible. Professional.

TaxesPlus is part of your personal advisory team when you need guidance.

  • Owning your own business or embarking on a new income opportunity can be exciting but sometimes comes with more questions than answers. Federal, State, and local governments add layers of complexity at each level for small businesses depending on their industry or their location. Let TaxesPlus help guide you through those questions and answers by allowing us to be your tax advisory partner. We have specifically designed our services to provide the best possible service so that our clients do not have to go to many places for different services.

Because of our experience in different industries, firms, and corporate America, we can offer a perspective that is unique as well as broad and help apply it to your business. The best value that we can bring to any client is to help them see the big picture of their financial goals and to mitigate any tax compliance risk. It is what we do best and what we do every single day.

We love to see our clients thrive and would welcome the opportunity to work with you.

Strategy Sessions for new clients: $397/session
Conversation starters:

 • Review of current financial goals alongside your financial advisor or estate attorney.
• Tax Planning when you start a new business or job changes
•Taxes in Retirement: How to structure resources for tax optimization
•Tax Impact and cashflow considerations when operating, buying, or selling a business
• Budget creation and financial projections – helping clients align expectations and reality
• Discussing business capital needs and the impact of debt financing
• Review and business analysis to improve cash flow
• Review and representation of IRS payroll and tax audits
Business corporate structure discussion of tax benefits and compliance
• Closing a business – what actions need to be taken?

Please contact us if you’d like to schedule your first strategy session with one of our senior tax advisors!

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