Mitigating your tax burden is always a core goal. This is best achieved through comprehensive tax planning. Whether you’re a sole proprietor or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice. Our experienced tax specialists excel at tax planning and preparation for individuals and businesses.
Our dedication to you doesn't stop after April 15. We work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your unique circumstances. We are diligent about keeping current on the changing tax laws that affect you, and we are committed to examining all the tax-saving opportunities available to you. We will minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.
To make the tax process as convenient and pain-free as possible, we provide you with a secure portal on our website where tax documents can be reviewed and electronically housed. You have 24/7 access to all your financial information via the internet, and you can track the status of your e-filed return.
|Preparation & Planning|
|Tax preparation of all federal and state forms including electronic filing||✓||✓||✓|
|Annual tax plan||✓||✓|
|Annual tax strategy meeting||✓|
|Estimated payment reminders||✓||✓||✓|
|Due Date Monitoring||✓||✓||✓|
|Email support response time||72 hours or less||48 hours or less||24 hours or less|
|Phone or video consultation||Up to 30 min per year||Up to 2 hours per year||Up to 4 hours per year|
|Secure electronic access to client records||✓||✓||✓|
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Do online reviews help or hurt a business? Depending on the type of review, of course, it could go either way.
If you are aware of the most common financial issues optometry practices face, you can plan ahead.
There are certain pitfalls every optometry practice owner should be aware of before they open their own business so they can make decisions to avoid them. A designated optometry accounting firm or program can help practitioners meet their business goals and avoid some of the most common pitfalls.