Premium Tax Program
Most people think that we just prepare tax returns and maintain bookkeeping for clients and their businesses. We do the tax numbers, but we also specialize in strategies to help our clients build wealth!
Our Premium Tax Program allows you to gain more control over your financial future through one-on-one financial planning and guidance from Deborah Daniel, CPA. Over the course of a year, Deborah will leverage her 25 years of experience to help create a personalized strategy to help you reach your financial goals.
We’ll come in and take a look at your current bookkeeping system and figure out what your next steps are.
• Review – We’ll review your books and your processes to see how your financial reporting looks. We even check for accuracy in transactions.
• Report – We’ll give you a personalized report showing you exactly what’s working and what isn’t.
• Recommend – We’ll meet with you to go over our recommendations so that you have an action plan going forward.
Set up your entity
We’ll help you select the best entity type for you and then we’ll set everything up.
Help you determine which business structure is right for you. •
Assemble all the documents you need. •
File everything for you. •
"Have been coming to Deborah for several years now. Wouldn't recommend anyone else! She is fabulous and always knows her information and helps me to get the best refund!"
Lindsay, Tax Return Client