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** BUSINESS OWNERS, INDEPENDENT CONTRACTORS, & FREELANCERS **

 

Click the link below to see the tax-deductible tax packages just for you!

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Business Tax Planning Packages

Summer Fun

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 Individuals and Families

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 you to identify and maximize tax deductions and credits

02.

Improve Cash Flow Management

Better manage cash flow, ensuring funds are available to cover expenses, invest in growth opportunities, and meet tax payments to avoid surprises and ensure better financial stability

03.

Ensure Compliance and Reduce Risk

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.

Optimize Retirement Savings

Utilize tax-advantaged retirement accounts and strategies to maximize your retirement savings and secure your future

05.

Plan for Major Life Events

Prepare for significant life changes, such as buying a home, funding education, or starting a family, with tailored tax strategies

Tax Packages for Individuals & Families

We specialize in providing comprehensive tax planning services tailored to meet the unique needs of individuals and families.

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Take control of your financial future with our expert tax planning and preparation services. 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

Basic Blue Strategy Package

 

Investment:  $775/year

  • Personalized Tax Savings Plan

  • IRS 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

  • 1 Hour of Audit Assistance

  • One 1-Hour Tax Check-In

    • 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

  • Tax Plan Chat Support Year-Round

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Sapphire Strategy Package

 

Investment:  $1,275/year

Everything under the Basic Blue Strategy, plus:

  • 3 Hours of Audit Assistance

  • Three 1-Hour Tax Check-Ins

  • 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

Book a Discovery Call

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