Attention: Small Business Owners
Never Stress About Your Taxes Again
21st-Century Tax Service that specializes in Health and Wellness companies
How It Works
So, HOW do we help you to never stress about taxes again?
It's done through our proprietary 3-step system:
Step 1:
GATHER
First, we determine if we are a good fit. We have a 30 minute consult. Then, you submit information that will help us determine your goals and see which services may help you the most. For tax planning, we only work with you if we can get you a minimum of 200-300% ROI.
Step 2:
ORGANIZE
Next, we get to work accurately completing the necessary documents for tax filing, resolution or planning to ensure the best outcome for you.
Step 3:
OPTIMIZE
Optimization means that we study the past to affect positive change on future taxes. We proactively advise you on the correct way to handle situations applicable to your specific scenario -whether we're helping you resolve a current tax problem, or performing tax planning for you.
Hear From Our Clients
Organized, friendly, and knowledgeable. Jennifer is very easy to work with, I recommend her for small businesses.
Dawn E.
Jen is a complete professional and very knowledgeable. Jen is also a person who can explain the process of why she needs what she needs to manage the bookkeeping and taxes.
Lory K.
Why Me?
With 20 years experience in healthcare finances, I understand the money side of the industry. How does this help you? You don’t need to explain industry terminology to me. I get it. I also have a good idea of where you will get the largest part of your revenue and what expenses are normal.
With a focus on health and wellness, I have exposure to many businesses doing similar things which gives me a greater ability to guide you in what’s happening in the industry… and maybe even get ahead of the game.
I use my experience and knowledge as an Enrolled Agent to implement the most effective strategies to give you best outcomes with all of your tax needs.
Select a Time to Chat With Me Now:
Turn your tax nightmare into a dream
Copyright @2023 920-605-5125 | Southeastern Wisconsin