
Discover the Difference
JS Grigsby, CPA, PLLC takes pride in building strong client relationships and ensuring you are never left in the dark
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Tailored Tax Strategies
We understand that every client is unique. We focus on understanding your individual needs and goals, providing tailored advice and strategies.
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Communication
Clear and open communication is the cornerstone of our practice. You are always informed and involved in every step of the process, making complex tax matters easy to understand. Our goal is to empower you with the knowledge and understanding needed to make informed decisions.
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Future-Focused Planning
We don't just react to your needs; we anticipate them. Our proactive approach means we are always looking ahead, identifying potential opportunities and challenges before they arise.
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Year-Round Partnership
Our relationship doesn't end after April 15th. We offer continuous support and guidance, keeping you informed and prepared for any financial developments throughout the year.
Benefits of Tax Planning
Remember that tax planning is an ongoing proactive process and should not be a one-time event
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Optimized Deductions & Credits
Effective tax planning allows small business owners to identify and maximize deductions and credits
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Cash Flow Improvement
Better manage cash flow, ensuring funds are available to cover expenses, invest in growth opportunities, and meet tax payments without financial strain
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Regulatory Compliance & Risk Mitigation
Stay compliant with ever-changing tax laws and regulations, reducing the risk of costly audits, penalties, and legal issues that can disrupt business operations
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Strategic Business Growth
Make informed decisions about investments, expansions, and other growth initiatives, optimizing the tax impact and enhancing profitability
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Retirement, Succession Planning, & Life Events
Strategies to efficiently plan for retirement, business succession, or significant life changes, such as buying a home, funding education, or starting a family
Business Blueprint Package
Tax Deductible Investment: $1895/year
Sole Proprietors & Single-Member LLCs
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Tax Deductible Investment: Starts at $2495/year
Corporations, S-Corporations, & Partnerships
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Comprehensive tax savings plan personalized for your business and 1-hour review
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Includes: Tax Projection Summary, Top 3 Strategy Picks, Strategy Details & Rankings - based on overall benefit, difficulty to implement, and audit risk​​
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Prioritized actions steps and timelines​
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14-day email access for clarifications​​
Business Sapphire Package
Tax Deductible Investment: $2595/year
Sole Proprietors & Single-Member LLCs
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Tax Deductible Investment: Starts at $3195/year
Corporations, S-Corporations, & Partnerships
Everything under Business Blueprint, plus:
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Unlimited use of tax planning software
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See tax savings in real-time* and perform what-if scenarios
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Templates to ensure proper execution & compliance with tax strategies
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IRS Advance Tax Notice Monitoring
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Monitors the IRS system 24/7 alerting us of transcript changes to anticipate potential problems, so we can prepare responses in advance​
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Most notifications can alert us of an impending audit up to 6 months in advance​
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3-hours of audit assistance
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Quarterly 1-hour tax plan & execution check-ins​
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Annual salary reviews for S-Corporations - up to 2 owners
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Best practice for IRS compliance​
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* Requires use of QuickBooks Online and current financials
Business Navigator Package
Tax Deductible Investment: $4795/year
Sole Proprietors & Single-Member LLCs
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Tax Deductible Investment: $5395/year
Corporations, S-Corporations, & Partnerships
Everything under Business Sapphire, plus:
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Monthly tax execution assistance & business strategy check-ins
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6-hours of audit assistance​
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Annual salary reviews for S-Corporations - up to 4 owners
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Interactions with Personal Financial Advisors, as needed
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Financial Advisors provide investment & financial planning, but do not provide tax advice, tax planning, and are limited on certain financial advice that they can provide. There are times when conversations between the CPA and Financial Advisors are needed​
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Up to two 30-minute phone calls with your personal financial advisor
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Up to 4 email communications with your Financial Advisor​​
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