Tax Preparation and Annual Maintenance

We understand planning and preparing your taxes is not on the top of everyone’s “things I enjoy” list.

. . . However, if you want to reduce your taxes, planning for your taxes is more important than the act of preparing them. As part of our Advisory Engagement, our tax planning is critical to achieving desired end results and staying on course to our plan. We walk you through each step of the tax planning process. With good tax plan, we should be able to help you get a positive end result!

What do we mean by annual maintenance?  

Your annual maintenance will include tax review meetings and annual tax preparation. In addition, we provide ongoing access via email & meetings with your accountant in charge to keep you on track.

Click HERE to view how our tax preparation process works

Two Steps to a positive end result are:

STEP #1 – Good Planning.  Everyone wants to pay less in taxes – or at least only their “fair share”. To get to that amount, proper tax planning is a necessity. Using our tax planning program, paired with our Business Coaching program, we can be sure our clients will be on their way to tax efficiency.

STEP #2 – Good People.  Our tax preparation process directly syncs with our tax planning engagements. We prepare all types of returns for S-Corporations, C-Corporations, Partnership, Individual tax returns, and more. At Business by Design we try to make the entire tax process as easy as possible. All our staff here at Business by Design is well trained and well versed in many aspects of small business. Our staff views preparing your tax return, as if they were preparing their own.