Financial & Tax Advisory
For Sole Prop & LLC
This is for business owners who are making money… but tired of not knowing what they actually owe, when to pay it, or how to reduce it.
This Is For You, If..
✔️ You’re a sole proprietor or single-member LLC
✔️You’re making $50K–$250K+ in business income
✔️ You don’t want to wait until tax season to figure things out
✔️ You want structure, not confusion
✔️ You’re ready to actually keep more of what you earn
✔️ You are tired of paying $3,000 to $10,000 to the IRS.
FINANCIAL & TAX ADVISORY SERVICE
What is included:
✔️ Quarterly Tax Estimate & Filing Guidance (4x per year)
Each quarter, we calculate your estimated tax liability based on your actual business performance.
✔️ Bookkeeping Quarterly (Review Only)
Every quarter, we review your numbers to make sure your business is moving in the right direction.
✔️ Personalized Tax Strategy (Built for Your Business)
You’re getting a strategy based on your actual income and business structure.
✔️ Entity Structure Evaluation
We will review whether your current LLC setup still makes sense
✔️ Quarterly Financial Review & Strategy Sessions (1 Hour Each)
Each quarter, we meet to review your business stands
✔️ Ongoing Strategy Adjustments
As your income changes, we adjust your estimated tax payments
Start Reducing Your Tax Liability Now!
