We Work On-Going and Side by Side not Annually and Just When Problems Occur

Client-AccountantRelationship Models(Swipe to see why on-going is a better solution)

On-Going /
Side by Side Annual /
As Problems Occur

Client satisfaction:★★★★★

Big event

Tax planning season in the fall, and business strategy meeting in the summer.
Questions from accountant:

What happened last month.
Client contact

Regular and on-going: we call you. Forget to pay a tax payment – we call you.
Tax planning

Income is managed to reduce the tax you pay. Salary withholdings are determined. Health insurance, retirement plan, company vehicles, and other tax-favored benefits are considered or managed.
Tax planning process

Tax projections & tax transaction instructions (bonus calc., expenses to pay by end of year, etc). Client knows in the fall what April 15th looks like.
Income tax return preparation

Prepared from client information, financial statements prepared by us, and our planned tax-related transactions and planning notes.
Sales tax preparation and monitoring

We prepare sales tax returns and provide accounting and tax set up guidance as needed.
IRS/CO tax adjustment/penalty notices

We respond using tax Power of Attorney, you’re out of the loop.
On-going CPA consultation

On-going CPA consultation

Your all-in-one accountant, tax planner, payroll specialist, and consultant. Schedule now for a consultation

Cloud-based accounting software, collaborate remotely at your convenience.

A map of where your money goes and how your business is doing.

We handle all State and Federal tax filings on your behalf and are available year-round to discuss.

We help you interpret and react to your financial statement.

Client-Accountant Relationship Models
(Swipe to see why on-going is a better solution)

On-Going/Side by Side

Client Satifaction ★★★★★

Big event
Tax planning season in the fall, and business strategy meeting in the summer.
Questions from accountant:
What happened last month.
Client contact
Regular and on-going: we call you. Forget to pay a tax payment – we call you.
Tax planning
Income is managed to reduce the tax you pay. Salary withholdings are determined. Health insurance, retirement plan, company vehicles, and other tax-favored benefits are considered or managed.
Tax planning process
Tax projections & tax transaction instructions (bonus calc., expenses to pay by end of year, etc). Client knows in the fall what April 15th looks like.
Income tax return preparation
Prepared from client information, financial statements prepared by us, and our planned tax-related transactions and planning notes.
Sales tax preparation and monitoring
We prepare sales tax returns and provide accounting and tax set up guidance as needed.
IRS/CO tax adjustment/penalty notices
We respond using tax Power of Attorney, you’re out of the loop.
On-going CPA consultation
CPA discussion when you need it and typically at least quarterly.

Annual/As Problems Occur

Client Satifaction ★

Big event tax season.
Questions from accountant:
What happened last year.
Client contact
Rushed: during the busiest time of the year (February – April). Call us if you need us.
Tax planning
None. Opportunities missed.
Tax planning process
None. High potential for unexpected tax balances owed at April 15th.
Income tax return preparation
Prepared from client information.
Sales tax preparation and monitoring
You’re on your own, find out if you have a problem when you get audited.
IRS/CO tax adjustment/penalty notices
Figure it out yourself or send the problem to the accountant.
On-going CPA consultation
None. You are alone or try to find someone to talk to.

Your all-in-one accountant, tax planner, payroll specialist, and consultant. schedule now for a consultation