Proactive Planning Helps Manage Cash Flow

The cornerstone of our approach to taxes is proactive planning. Tax planning early to know what your expected liabilities will be and how strategic changes can alter the outcome is the best way to manage cash flow and not to be surprised by unexpected tax bills every April.

Taxes Are Typically the Biggest Business Expense

There are A LOT of taxes in business – Income tax is just ONE aspect of compliance.  Sales Tax, Payroll Tax, Franchise Tax, Property Tax… to name a few.  How are you even supposed to learn all of this!?!?  As a business owner, you’re just supposed to know better according to tax authorities. 😮 Gulp.

Audits and penalties can just add to the burden. We won’t even talk about how often & fast the tax code changes each year.

One of the best investments you can make into your business finding the right partner to guide you and help you with taxes.  We are here to help you and your business stay on track. We want to get you back to your business, help you save on taxes so you can keep more of your business profits in your pocket!

Choose Your Level of Service Based on Your Needs & Goals

“Just the Tax” is just that!  Budget friendly tax preparation service, you can feel confident that your taxes were filed accurately and deductions maximized. Need to talk about it?  Add a 30 minute meeting with Melissa before or after busy season to go over your specific questions and concerns.

“Prepare & Plan”  Been surprised in the past with unexpected tax bills?  Let’s make sure that never happens again! All the features of Just the Tax, but with a proactive tax planning tool you can use all year long to monitor your tax obligation and even see how some thing you’re thinking about will change your tax outcome.  Includes one 30 minute meeting with our CPA, and portal/email support for TaxPlannerPro.

“Prepare, Plan, Learn & Save”  All of the features of Prepare & Plan with a higher level of individualized support.  Up to two mid-year tax planning & strategy meetings (30 min each, or one long meeting) to discuss your questions, tax impacts of things you’re planning, and what you can do to proactively lower your tax bill for the year. Cash flow planning for tax time with projected April balance and Q3 & Q4 estimate adjustments to help you manage your tax bill.  As well as unlimited email/messaging support.

As a virtual firm, we are able to help business owners all over the country.  Our user friendly portal system allows you to do manage your entire tax process right from your computer or mobile device and get back to business quickly!  Virtual meetings mean you never have to step away from the business. Our secure portal includes messaging, so you can keep tax talk out of your email and more private, as well as access all of your tax “stuff” anytime in a single location.

Proven Step by Step Process to Help Up Help You to Get Your Taxes Done Quickly

Pick Your Service Level to Get Exactly What You Need

It’s as easy as 1-2-3!

Step One
Complete our New Client Application.  This ensures that we are a good fit to work together, often this will include a discovery call before we commit.

Step Two
Onboarding!  This process is designed so that you can get us the foundational information we need to get you set up in our systems, so we are ready to help you at tax time.  You will also have the opportunity to get familiar with the portal and it’s features before crunch time.

Step Three
Tax Time & Tax Planning!  We’re all set to get last year’s taxes filed and do our planning or this year.  We have clear processes and instructions to help guide you through what to gather for taxes.

Ready to Find Out How We Can Work Together?

Melissa Calwell, CPA,EA,MBA has over 30 years of hands on experience working directly with business owners in both the private sector and through public accounting. Her depth of knowledge and expertise in all areas of back office operations and accounting is the magic of Fortitude Tax & Accounting. Years of experience in the field has allowed her to observe and implement solid systems and processes that work and make the tasks of compliance and accounting in your business feel easy!

Contact us today for an assessment on your business and solutions that are designed just for you!