Tax & Compliance · Pricing
Business Tax Planning & Adviser Coordination
Starting at$1,500one-time
What the price covers
1 entity; 1 defined tax-planning question; 2 scenarios and adviser meeting
What we do
- Assemble the defined planning question and financial facts
- Model the two requested scenarios for the adviser discussion
- Review the planning question with the authorized adviser and document decisions
What you get
Scenario comparison, adviser discussion record and approved next steps.
Not included
Tax opinions and filing elections.
Every Step. All 12.
- 01Define the single planning question with managementPlanning facts · Senior accountant
- 02Collect the supplied financial facts and assumptionsPlanning facts · Senior accountant
- 03Identify missing facts for the authorized tax adviserPlanning facts · Senior accountant
- 04Build the two requested financial cases2 scenarios · Senior accountant
- 05Apply the tax adviser's assumptions to each case2 scenarios · Senior accountant
- 06Compare the modeled results and timing2 scenarios · Senior accountant
- 07Document open inputs and questions for the tax adviser2 scenarios · Senior accountant
- 08Prepare the adviser briefingAdviser meeting · CFO
- 09Review the scenarios with the tax adviserAdviser meeting · CFO
- 10Discuss the adviser-approved alternatives with managementAdviser meeting · CFO
- 11Record the selected action and its conditionsAdviser meeting · CFO
- 12Assign responsibility for elections, filings and implementationAdviser meeting · CFO
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