Jessica was an independent contractor who, at the start of her business, employed a local CPA that specialized in working with individuals in her field. After three years in the business and working with her CPA she began to wonder if she was missing opportunities to tax plan more efficiently. At that point she realized, as a business owner, she wanted a more hands-on approach with her accountant and someone who could speak specifically to her situation and needs. She approached our team for help, and together we reviewed her return, identified areas of opportunity for tax planning, restructured her tax deductions and systems for tracking income and expenses throughout the year, and took the stress out of tax planning and tax preparation. With that stress removed, she was better able to focus on her business, and while her taxes decreased, her business increased.
With the stresses of taxes removed, she was better able to focus on her business, and while her taxes decreased, her business increased