Question 1

Why should I have professional guidance when setting up a new business?

Accepted Answer

How your business is set up from the beginning affects taxes, liability, compliance requirements, and future flexibility. Many business owners form an entity online without realizing the long-term tax consequences or missing required registrations. Having professional guidance helps ensure your entity type, tax elections, and initial setup align with your goals—so you don’t have to undo costly mistakes later.

Question 2

Can I start with a one-off service and move into a package later?

Accepted Answer

Yes. Many clients start with a one-time engagement and transition into a package once they see the benefit of ongoing tax strategy and support. Package availability may be limited during peak season, so moving earlier in the year offers the most flexibility.

Question 3

How is tax planning different from tax preparation?

Accepted Answer

Tax preparation looks backward—reporting what already happened. Tax planning looks forward. It involves evaluating decisions before year-end, such as entity structure, compensation, timing of income and expenses, and retirement strategies, to legally reduce taxes over time. Tax planning is included in both the Enhanced and Elite packages or offered as a separate service, depending on your needs.

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Send us a message  and we’ll get back to you shortly.