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All Hands In

Discover the Difference

JS Grigsby, CPA, PLLC takes pride in building strong client relationships and ensuring you are never left in the dark

01

Tailored Tax Strategies

We understand that every client is unique. We focus on understanding your individual needs and goals, providing tailored advice and strategies.

02

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.

03

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.

04

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

01

Optimized Deductions & Credits

Effective tax planning allows small business owners to identify and maximize deductions and credits

02

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

03

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

04

Strategic Business Growth

Make informed decisions about investments, expansions, and other growth initiatives, optimizing the tax impact and enhancing profitability

05

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

  • Comprehensive tax savings plan personalized for your business and 1-hour review

    • Includes:  Tax Projection Summary, Top 3 Strategy Picks, Strategy Details & Rankings - based on overall benefit, difficulty to implement, and audit risk​​

  • Prioritized actions steps and timelines​

  • 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

    • See tax savings in real-time* and perform what-if scenarios

  • Templates to ensure proper execution & compliance with tax strategies

  • IRS Advance Tax Notice Monitoring

    • Monitors the IRS system 24/7 alerting us of transcript changes to anticipate potential problems, so we can prepare responses in advance​

    • Most notifications can alert us of an impending audit up to 6 months in advance​

    • 3-hours of audit assistance

  • Quarterly 1-hour tax plan & execution check-ins​

  • Annual salary reviews for S-Corporations - up to 2 owners

    • 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

  • 6-hours of audit assistance​

  • Annual salary reviews for S-Corporations - up to 4 owners

  • Interactions with Personal Financial Advisors, as needed

    • 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​

    • Up to two 30-minute phone calls with your personal financial advisor

    • Up to 4 email communications with your Financial Advisor​​

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