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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 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

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

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 $150/hour

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**See separate pricing for annual tax preparation:  Tax Prep Pricing

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

  • Comprehensive Tax Savings Plan Personalized for Your Business

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

  • Unlimited Use of Tax Planning Software for Businesses

  • IRS Advance Tax Notice Monitoring

    • Monitors the IRS System 24/7 alerting us of transcript changes to anticipate potential problems, so that 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

  • Three 1-Hour Tax Check-Ins

    • Scheduled months in advance to ensure it's on your calendar well in advance and doesn't fall off your radar​

    • 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

  • 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 2 Email Communications with your personal Financial Advisor​​

    • One 30-Minute Phone Call with your personal Financial Advisor

    • Hourly rate will apply outside of the 2 email communications and one 30-minute phone call

  • Annual Salary Reviews for S-Corporations - up to 2 owners

    • Best practice for IRS compliance​

  • Complimentary Tax Plan for Your Individual/Family Tax Return (in most cases)

  • 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:

  • 6 Hours of Audit Assistance

  • Six 1-Hour Check-Ins with Implementation Guidance

    • Monthly one-on-ones to ensure proper execution of tax strategies​

  • Annual Salary Reviews for S-Corporations - up to 4 owners

    • Best practice for IRS compliance

  • 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 4 Email Communications with your personal Financial Advisor​​

    • Up to two 30-Minute Phone Calls with your personal Financial Advisor

    • Hourly rate will apply outside of the 4 email communications and two 30-minute phone calls

Book a Discovery Call

Interested in Becoming an S-Corp?

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