Tax Planning & Business Prep Services
- A Tax Planner, on the other hand, takes a strategic approach, providing long-term advice on managing tax liabilities. They analyze a client's financial situation and develop strategies to reduce future tax burdens, such as optimizing investments, retirement planning, and business structuring. The importance of a tax planner is in their ability to help clients make informed financial decisions that align with their overall financial goals, ensuring tax efficiency and maximizing savings over time.
- A Tax Preparer ensures that tax returns are filed accurately and on time, helping individuals and businesses comply with tax laws and avoid penalties. They focus on documenting income, expenses, deductions, and credits for the current tax year. The importance of a tax preparer lies in their ability to simplify the filing process and ensure all necessary forms are correctly completed.
The Profit Shield Blueprint
What is included:
✔️ Personal + Business Tax Return
Filed with precision, strategy, and savings in mind — no missed deductions or last-minute surprises.
Quarterly Strategy Sessions
We meet four times a year to review your profits, expenses, and goals — adjusting your tax plan to keep more cash in your business.
✔️ Estimated Tax Planning
You’ll know exactly what to set aside — no more guessing, overpaying, or panic when deadlines hit.
✔️Custom Tax Strategies (x2)
You’ll get two personalized strategies that legally reduce your tax bill and build long-term wealth.
✔️Access & Support
Ask questions Monday-Saturday (9AM–8PM) — get real answers, not automated replies or seasonal stress.
***Bookkeeping is NOT Included***
💰 Investment: $647/month
This Is For You, If...
✔️You have a LLC with Real Estate, Partnership, S-Corp & C-Corp.
✔️You’re a business owner, influencer earner who feels like you’re working hard but the IRS is eating your profits.
✔️ You’re tired of reactive tax prep and want a proactive plan that helps you keep more money in your pocket.
✔️ You’ve been winging it — filing every year but never truly understanding how taxes impact your growth.
✔️ You’re ready for structure, guidance, and a strategy that aligns with your financial goals.
✔️ You want a tax expert who actually talks your language and helps you build wealth, not just file returns.
✔️ You’re ready to plan smarter, grow faster, and finally feel confident about your finances.
Additional Services
**Smart Money Reset**
A 3 Month Program
✔️Budgeting
✔️Credit Card Payoff Strategies
✔️Credit Rebuilding
✔️Creating an Emergency Fund
✔️Homeownership Education
✔️Savings Growth Strategies
✔️Investment Planning Strategies
✔️Business Structuring
💰Investment is $997
**Bookkeeping**
Basic
✔️ Transaction Categorization & Data Entry (up to 100 transactions)
✔️Monthly Bank & Credit Card Reconciliation (up to 2 accounts)
✔️Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
✔️Email Support (48-Hour Response Time)
✔️Quarterly Check-In Call (30 min)
💰Investment $450 monthly
Pro
✔️Transaction Categorization & Data Entry (up to 250 transactions)
✔️Monthly Bank & Credit Card Reconciliation (up to 4 accounts)
✔️Accounts Payable & Receivable Tracking
✔️Monthly Financial Reports & Performance Review
✔️Monthly Check-In Call (45 min)
✔️Email & Chat Support (24-Hour Response Time)
💰Investment $550 monthly
**Investment will be discounted when combine with other services**
**ITIN Processing By Certified Acceptance Agent (CAA)**
ITIN
💰 Investment is $350
Benefits of an ITIN
Start A Business
Get Business Credit
Invest in Stock
Homeownership