Tax Prep and Planning
Tax Prep and Planning
Tax Preparation and Planning is the heart to your finance requirement as a Small Business Owner. Having your Taxes filed as a Small Business Owner can be stressful. You don't know what you don't know and dealing with the Tax Law can be a headache.
My Tax Prep and Planning package is for you if you're ready to outsource your Tax Preparation while having yearly Tax Planning that has you prepared once Tax Season arrives.
Ready to pay less tax and free up more money you can invest in your life and business?
Never dread tax season again.
Our Tax Prep and Planning is subscription based and runs on a 12-month basis and we specialize in Sole Proprietors and S Corporations.
We are a boutique firm and our goal is not to grow a huge accounting practice. Our goal is to run a small, but mighty firm, that gives you the attention that you need and deserve.
Whats included in our Tax Preparation package?
- aNNUAL tAX pREP OF YOUR BUSINESS AND PERSONAL
- uNLIMITED YEARLY EMAIL SUPPORT
- 1099 CONTRACTOR FILING
- QUARTERLY ESTIMATED TAX PAYMENTS
- CUSTOMIZED TAX STRATEGY PLAN
- 2 CHECK IN MEETINGS
- House of CEO Membership
ONBOARDING NOVEMBER 2023
What’s it Like to Work With ETS?
it is not...
Having no support after your taxes are filed.
Googling your answer or looking at social media posts for guidance
A hope and a prayer with fingers crossed twice on each hand hoping that it’s done right.
it is...
Easier and pain-free with a personal touch
I want you to succeed.
how it works
As a virtual Tax Accountant, I have a walk-through plan that will guide you through every step of the way.
Custom Client Portal Set Up
As a client, we will set you up with a customized and secure portal where you will gather your tax items and information
Secure Document Upload
Inside your portal will be your Client Organizer for the year where you will complete your information and upload your Tax Documents.
1st Draft of Return
Once your documents are uploaded, we will start the process of working on your Tax Return.
Live Online Review
Once we’re finished with the first draft, we’ll contact you to schedule a good time to chat virtually. During this time, we’ll go over everything on your return and answer any questions you may have.
File Your Return
After we’re done, we’ll ask you to electronically sign your tax return so we can transmit it to the IRS and State and send you a final copy for your records. You will then have Tax Planning meetings with me during the year to make sure you stay organized while implementing strategies to save money in Taxes.
Ready to work with us?
I cannot thank Nacondra enough for making my first year filing as an S Corp the easiest tax year ever!!
Everything went so smooth, we were able to do everything online, and Nacondra took care of every detail. Highly, highly recommend Exceptional Tax Services!!
shannon mattern, wp + bff
Having Nacondra do my taxes gave me peace of mind that everything was done right so I could focus on my business. Thank you, Nacondra!!
Nacondra has been an essential partner in keeping my business and personal finances organized as well getting my payroll set up. She also helped me with strategic tax planning and helped me make some really big decisions about the nature of my business.
kris jones, red door designs
"Nacondra is absolutely incredible. I used to do my own taxes but when my business was growing and circumstance changed I found myself in a bind.
Nacondra helped me out tremendously and now I will work with no one else. She is knowledgable about business, taxes, investing and so much more. I can't recommend Nacondra more. You will not regret working with her!
travis barlett, barlett creative