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Office

Small 
Business Solutions 

FOR EVERY SITUATION

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FREE DOWNLOAD 

FOR BUSINESS OWNERS

Not sure what qualifies as a tax write off in your business? Do you have multiple streams of income within your business? This complete category list will identify everything that needs to be accounted for when it's tax time! Save this list as your ultimate tax guide and never miss a thing!

WE OFFER YOU

01

ACCOUNTABILITY

1-ON-1 GUIDED TAX PREP

02

VIRTUAL CFO

ACCOUNTING & TAX PREP

03

TAX LADY BLUEPRINT

6-MONTH COACHING

ALL PROGRAMS INCLUDE TAX PREPARATION FOR FEDERAL & STATE RETURNS

looking for just one service for your business?

Services

In a Meeting

Who We Serve:

  • Therapists – mental health, art, etc

  • Consultants – health, financial, general, etc

  • Web Designers

  • Interior Designers

  • Entertainment Industry – actors, music producers, etc

  • Realtors

  • Ride-Share Drivers (Uber, Lyft, DoorDash, etc)

  • Multi-Level Marking (MLM) – Credit Repair, Beauty, etc

Accountability

Accountability

The Tax Lady's Accountable Plan

  • Are you a new business owner (1-5yrs)?

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  • Does preparing for tax time stress you out?

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  • Are you unsure of what expenses you can claim for your business?

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  • Do you feel you can be better organized if you were held accountable?

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  • Do you have your own bookkeeper and/or do your own bookkeeping but still would like to make sure your expenses are valid?

1-ON-1

 GUIDED TAX PREP

The Tax Lady's Accountable Plan is designed for small business owners grossing 0-$249,999 per year in their business. It is to help business owners avoid the last-minute tax scramble and keep their finances on track by having a tax professional on their team for the full year. It will allow you to have your finances reviewed quarterly to help you make data-driven decisions for your business. If you have more than 1 business and/or you AND your spouse both have business please inquire on our bundle deal. THIS PROGRAM INCLUDES TAX PREPARATION FOR FEDERAL & STATE RETURNS.

ANNUAL INVESTMENT

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Virtual CFO
Blueprint

Coaching

The Tax Lady's Blueprint

TM

  • Are you a new business owner (1-5yrs)?

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  • Do you want to understand your numbers so you can make data driven decisions?

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  • Do you want to be able to review your financial statements(P&L, Balance Sheet, CashFlow) and know if your business is financially healthy?

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  • Do you struggle with Marketing, Business Credit and Legal?

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  • Do you want a Small Business coach to help you grow your business and scale?

COACHING

OWN YOUR NUMBERS

The Tax Lady's Blueprint    is a six-month coaching program designed for the business owner ready to take a deep dive into their financials to make data-driven decisions and know how to scale their business financially. If you have more than 1 business and/or you AND your spouse both have businesses, please inquire about our bundle deal. THIS PROGRAM INCLUDES TAX PREPARATION FOR FEDERAL & STATE RETURNS.

TM

ONE TIME INVESTMENT

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Blueprnt

Virtual CFO

Virtual Chief Financial Officer

  • Have you been in business for more than 5yrs?

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  • Do you have revenue income of $100K+

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  • Have you outgrown doing your own bookkeeping and taxes?

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  • Are you looking for more of a strategic partner to help you navigate tax laws?

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  • Do you need assistance with understanding if you are in the best business entity structure?

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  • Would you love to have your own in-house CFO but at the fraction of the cost?

MONTHLY

ACCOUNTING & TAX

A VCFO is a person that oversees your accounting functions such as bookkeeping, cash flow, tax planning, and advisory. In these packages, Whitehead Tax becomes your personal VCFO. This is to help eliminate the huge burden on the business owner who would like to focus on client acquisition. I provide fractional VCFO services where I am able to provide all the services listed for a fraction of the cost of hiring an in-house CFO, saving you over $40K a year! If you have more than 1 business and/or you AND your spouse both have business please inquire on our bundle deal. THIS PROGRAM INCLUDES TAX PREPARATION FOR FEDERAL & STATE RETURNS.

MONTHLY INVESTMENT 

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Starting a business?

Starting a business is a major decision to make in life so it should be carefully planned out. I see so many people starting businesses without even knowing the steps to take to make sure they are properly set up. 

Here are some things you may want to consider before you start making your first $1.00 :

1 . What entity structure should I choose: Sole Proprietor, Single Member LLC, Partnership, Qualified Joint Venture (typically used for married couples), S or C Corporation?

2. What legal documents do I need to have in place before I even start operations?

3. What are my tax implications and how to minimize it?

4.  What type of funding is out there for my business?

5. How do I keep track of all my income and expenses?

6. How to I prepare for retirement?

Below are start up solutions to help you guide you on your way:

Business Service

Business Services

Best Practices for Small Business - $200

Details on all the preliminary steps needed to start and/or maintain your business so you can continue to grow and develop good habits You will also get free guide with tips and an Excel plug and play to track your income and expenses once you book your consultation.

Small Business Strategy Session - $750

Tax strategies that will save you on an average of $10,000 by implementing in your business. Some of the topics discussed: hiring your children, spouse, taking a vacation and making it a tax write off.

This service is for business owners who need to provide their independent contractors and/or employees with 1099s or W2s.

Preparing 1099/W2s - $150 

(includes up to 5 taxpayers)

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