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 for Small Business Owners
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
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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
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
Strategies to efficiently plan for retirement and business succession, ensuring a smooth transition and minimizing tax liabilities during the transfer of ownership
Tax Planning Packages for Business Owners
We specialize in providing comprehensive tax planning tailored to meet the unique needs of small business owners.
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Take control of your financial future with our expert tax planning!
Contact us today to schedule a consultation and discover how we can help you maximize your savings and achieve financial peace of mind.
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*Hourly consulting outside of the tax planning packages is $175/hour
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**See separate pricing for annual tax preparation: Tax Prep Pricing
1
Business Blueprint Package
Tax Deductible Investment: $1,475/year
Sole Proprietors and Single-Member LLCs
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Tax Deductible Investment: $1,975/year
Corporations, S-Corporations, and Partnerships
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Comprehensive Tax Savings Plan Personalized for Your Business
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Includes: Tax Projection Summary, Top 3 Strategy Picks, Strategy Details and Rankings - based on overall benefit, difficulty to implement, and audit risk​
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Unlimited Use of Tax Planning Software for Businesses
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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 that 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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Three 1-Hour Tax Check-Ins
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Scheduled months in advance to ensure it's on your calendar well in advance and doesn't fall off your radar​
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We will review your tax plan, discuss steps to ensure you are properly executing strategies identified in your personalized tax plan, and discuss any upcoming tax plans
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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 2 Email Communications with your personal Financial Advisor​​
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One 30-Minute Phone Call with your personal Financial Advisor
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Hourly rate will apply outside of the 2 email communications and one 30-minute phone call
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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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Complimentary Tax Plan for Your Individual/Family Tax Return (in most cases)
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Tax Plan Chat Support Year-Round
2
Business Sapphire Package*
Tax Deductible Investment: $2,775/year
Sole Proprietors and Single-Member LLCs
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Tax Deductible Investment: $3,275/year
Corporations, S-Corporations, and Partnerships
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*MUST use QuickBooks Online accounting software
Everything under the Business Blueprint Package, plus:
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6 Hours of Audit Assistance
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Six 1-Hour Check-Ins with Implementation Guidance
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Monthly one-on-ones to ensure proper execution of tax strategies​
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Annual Salary Reviews for S-Corporations - up to 4 owners
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Best practice for IRS compliance
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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 4 Email Communications with your personal Financial Advisor​​
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Up to two 30-Minute Phone Calls with your personal Financial Advisor
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Hourly rate will apply outside of the 4 email communications and two 30-minute phone calls
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