** BUSINESS OWNERS, INDEPENDENT CONTRACTORS, & FREELANCERS **
Click the link below to see the tax-deductible tax packages just for you!
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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 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
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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
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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
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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
1
Basic Blue Strategy Package
Investment: $775/year
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Personalized Tax Savings Plan
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IRS 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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1 Hour of Audit Assistance
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One 1-Hour Tax Check-In
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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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Tax Plan Chat Support Year-Round
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Sapphire Strategy Package
Investment: $1,275/year
Everything under the Basic Blue Strategy, plus:
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3 Hours of Audit Assistance
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Three 1-Hour Tax Check-Ins
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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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