What's included:

• CPA on Retainer for Tax Support
• A Basic Tax Reduction Plan to be delivered within thirty (30) days of the Kickoff Strategy Call identifying tax planning strategies to optimize financial position presenting
• Preparation of 2023 business federal and state income tax returns, including extensions if needed (Schedule C, Form 1065 or Form 1120S) 
• Preparation of 2023 individual federal and state income tax returns, including extensions if needed (Form 1040) 
• Quarterly Tax Estimate Calculations
• Reasonable Owner's Compensation Review
• Retirement Contribution Analysis
• Community Office Hours
• Tax Deadline reminders 
• Two 25 minute tax planning calls per year
• Chat support 
• 24/7 Access to custom TaxDome account to gather, organize and sign tax documents 
• Firm newsletters and tax alerts
• Access to the Wealth Learning Lab