Basic Tax Advisory

Take Control of Your Taxes with Expert Guidance

At Accountable, we know that tax planning isn’t just about filing returns—it’s about making strategic decisions that minimize your tax liability and maximize your financial well-being. Our Basic Tax Advisory service is designed for individuals and small business owners who want more than just tax preparation. We offer expert insights, proactive planning, and a clear roadmap to ensure you keep more of what you earn.

What’s Included in Our Basic Tax Advisory Service?

Tax Strategy Consultation

A deep dive into your finances, income streams, and tax-saving opportunities.

Basic Tax Strategy

A personalized approach to reduce tax burdens and optimize deductions.

Discuss, Review & Plan

We work closely with you to review your financial standing and create a tax plan tailored to your goals.

Annual Tax Preparation

Comprehensive preparation and filing of your personal and business tax returns.

Monthly Tax Tips Newsletter

Stay informed with regular updates on tax law changes, deductions, and strategies that can benefit you.

Why Choose Us?

Strategic Planning: We take a proactive approach to taxes, helping you make informed financial decisions all year round.
Stress-Free Filing: No more scrambling at tax time—we keep you prepared and organized.
Maximized Deductions: Ensure you’re taking advantage of every tax-saving opportunity available.
Personalized Support: Our team of tax professionals provides guidance tailored to your specific needs.

Book A Discovery Call

Our menu

Business Start-Up

Tax-advantaged strategies to save on taxes while you grow your business

$3500

Provide a short exploration of our menu wonders, spotlighting dishes that promise an unforgettable dining journey.

Tax Planning & Strategy

You pay too much in taxes unless you have a plan & know the strategies to pay less

$3250

Implementation Plan

Learning what you need to do is the first step. Then you have to implement the solution

$3250

Productivity & Family

$1150

Work Life Balance: Ways to achieve success and happiness

Business Analysis

A business can be built by being really good at your craft. Business management systems take you to the next level

$1950

$1750

Personal Growth

Planning and achieving your dreams with accountability

Who Is This For?

This service is perfect for small business owners, self-employed individuals, and entrepreneurs who need more than just tax filing but aren’t ready for full-scale tax strategy implementation. If you want to take the guesswork out of your taxes and start building a strong financial foundation, our Basic Tax Advisory service is for you.

Get Started Today

Take control of your taxes and set yourself up for financial success. Contact us today to schedule your tax strategy consultation and start maximizing your tax savings.

📞 Call us at: 818.522.6686
📧 Email us at: tom@accountablebc.com