Unlock the full potential of your business with a tax preparation service that goes beyond the numbers.
We don’t just crunch data; we craft a comprehensive tax strategy that integrates your wealth, tax, and legacy goals.
Our tailored tax preparation and planning approach ensures that your business isn’t just compliant—it’s thriving, with a roadmap that aligns your financial strategies with your ultimate legacy.
This Service is for you if:
- If you already have a bookkeeper who doesn't do taxes, and you're looking for a professional Certified Public Accountant (i.e., CPA) to complete your tax return, this is where we step in.
- Your bookkeeping is complete and you can provide us with your profit and loss statement
- And, even if you do not have your bookkeeping in order, we will provide you with a bonus template to offer tips to complete your bookkeeping
This business return does NOT include your personal tax return. As a result, your personal return need to be added separately if you desire for our firm to complete on our side.
This business return does NOT include catching up your busienss bookkeeping. Should you need a full clean up AND tax preparation service both business and personally, review our "PRESERVE LEGACY" Service programs for a full business reset.
Book a FREE 15-minute discovery (click button at top of page) to speak with our client engagement manager for next steps.
Once you check out, you will receive a next-step email detailing how to access your client portal to jumpstart your tax services with our a firm.
BUSINESS RETURN
TAX SERVICE POLICY:
By purchasing our tax service, you agree that you have read FULL SERVICE terms in the footer of our website.
CHARGEBACK POLICY:
Client acknowledges and agrees that no chargebacks shall be allowed for any service rendered or any payment made to Company. In the event that PayPal, Stripe, or any other third-party online payment service grants a refund or chargeback in contravention to these terms and conditions, Client shall take any and all actions and execute all documents deemed necessary by Company to reverse such refund or chargeback. Client also agrees that Client’s signature on this Agreement shall be sufficient documentation to an online payment service needing proof or documentation that the service was rendered pursuant to this Agreement or needing justification for a reversal of a chargeback/refund. Further, in the event of a chargeback, whether authorized or unauthorized by Client after the Services have actually been rendered, Client agrees that Client will provide the outstanding payment to Company within five (5) calendar days of notice. Unpaid balances will accrue interest in the amount of ten (10) percent per month until the outstanding balance is paid.
Fraudulent Chargebacks: Client agrees not to authorize any chargebacks for Services actually rendered by Company and understands that the authorization of a chargeback for Services actually rendered may constitute theft of Services under O.C.G.A. § 16-8-5.