We strive to add value beyond just a tax return. Road Maps provide a framework for us to generally follow in this pursuit.
Generally we are looking to: Establish the relationship and request a ton of information -> understand your needs -> make life easier -> be available for your questions -> get the basics done (tax return, projection, account) -> in the pursuit of adding value (IRA, entity, peace of mind, growth, someone to listen).
Please see the following maps for our general client classes:
Standard | Road Map – High income, rentals, investments, multi-state, general complexity
Solo Business | Road Map – Consultants, single owner S-corp or LLC, Sole Proprietor, one or no employees, accounting support, standard needs
Small Business | Road Map – Employees (less than 20), LLCs, Corporations, monthly accounting, standard needs
Startups | Road Map – Employees (less than 20), monthly accounting, pre-revenue, seed and bootstrapped, R&D concerns, standard needs
Equity Compensation | Road Map – Tech employees with RSU, ESPP, and high income, possible 83B elections, standard needs
ISO Equity Compensation | Road Map – Tech employees with ISOs and other stock comp, possible 83B elections, standard needs
Inventory and Manufacturing Business | Road Map – Small inventory based business with more technical costing and accounting, standard needs