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BOOKKEEPING ONBOARDING & REVIEW
Bookkeeping Onboarding & Review Our goal is to provide you with exceptional Accounting and Tax service available at an affordable cost. We are here to partner with you, to assist with the complex issues of Accounting and Tax for your business. With over a decade of experience in this profession we will analyze your information and provide detailed monthly reports regarding the financial status of your business. These reports will give you the necessary “financial scorecard” to help you make better business decisions and keep you out of trouble with the IRS.
2 Options
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CONSULTATION: NEW CLIENT -(Free 15min: Prospective Clients)
New client consultation
Free · 15 minutes
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CONSULTATION: REVIEW MY TAX RETURN (Free 15min-Existing Clients)
Review your PREPARED tax return with a professional. This service appointment is for clients INTELLIGENT TAX is actively preparing tax returns for or have prepared returns for in the past. This service appt is not for review of returns prepared by other firms.
Free · 15 minutes
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Tax Resolution (Prospective Clients): Getting Started
In case you owe back or a large amount of taxes, it is probable that you cannot pay the lump sum amount immediately. This tax resolution, getting started appointment is a complimentary discussion to determine if a work out plan is an option for your problem.
30 minutes
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Tax Resolution (Current Client):Debrief
30 minutes
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Other Services
5 Options
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CONSULTATION: Quick Assist (Free 15min: Existing Clients)
Screen-sharing session with our team for general inquiry or questions. Max time 15min.
5 Options
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Tax Resolution (Current Client):Collection of Information
Verification of information and collection of documents before negotiations start with the IRS/State tax agencies.
30 minutes
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TAX PREPARATION-PERSONAL
Price Varies · 1 hour
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TAX PREPARATION-BUSINESS
1065 Partnerships 1120 C Corp 1120s S Corp Schedule C/LLC Unknown Biz Entity
5 Options
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TAX PLANNING (Need Advice?)
Help you minimize your tax liability, capitalize on tax deductions and manage your tax situation. With more expertise than standard tax preparers, tax consultants can help with tax planning, inheritance issues, charitable giving and other complex tax needs.
Price Varies $225 · 1 hour
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AMBER SPENCER
Financial Analyst
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ANGELA FLOYD
Enrolled Agent, Tax Strategist, CAA, PMP, BS, MS
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JANET HAMMOND
Licensed Tax Professional-Business (S Corp, C Corp, Partnerships)
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JEWEL GORHAM
Tax Resolution: Coordinator
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KIMBERLY LOGAN
Chief of Staff
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RHONDA UDORAH
Tax Resolution: Supervisor
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S
SAMUEL DICKEY, CPA
CPA
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TAX DOCTOR
Enrolled Agents, Tax Strategist Team
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TONY BROOKS
Wealth Strategist