• Contact us today for a FREE Business Assessment or for more information call (813) 563-9697 or email: Rolanda@rsmcduffiecpa.com

  • Tax & Business Consulting Packages

    Writing a check to the IRS doesn't bring a smile to anyone's face, especially not small business owners. Despite this, many entrepreneurs end up paying too much in taxes because they don’t know how to effectively – and legally – minimize their tax liability. One of the best ways you can help your business is by making sure you have a tax advisor who understands your individual situation and can help you file an accurate return, which includes all of the deductions you are entitled too. This program allows you to get the preparation and business consulting services you need at a very low monthly price.

    Whether you’re starting a new business or have had your business for a while, the tax & business consulting package can help ensure that you don’t overpay the IRS. New businesses can be sure to start off on the right foot, while existing companies can use the package to confirm that they are in good standing with the IRS or even to improve their tax situation by learning new ways to lower what they owe. 

  • Whether you’re starting a new business or have had your business for a while, the tax & business consulting package can help ensure that you don’t overpay the IRS. New businesses can be sure to start off on the right foot, while existing companies can use the package to confirm that they are in good standing with the IRS or even to improve their tax situation by learning new ways to lower what they owe. This package will arm you with the knowledge and tools that you need in order to understand your write-offs, track your business costs, and lower your tax liability without having to worry about getting large accounting bills.

  • Maintenance Package Descriptions

    • Business Tax Preparation. We’ll prepare your business tax return (proprietorship, partnership, or corporation). Additional entities may incur an additional charge.
    • Personal Tax Preparation. We’ll prepare your federal, state, and local personal tax returns.
    • Phone Consultations. You can schedule phone consultations in 15 min increments, at your convenience throughout the year, to address breaking issues and opportunities throughout the year.
    • E-mail Consultations. You can email specific questions, at your convenience throughout the year, for written responses.
    • Newsletters & Tax Alerts. You’ll get our email alerts and monthly newsletter with timely tips for making the most of your money.
    • Due Date Monitoring. You’ll get our Due Date Monitoring service to ensure you never miss an important tax deadline again.
    • Year-end Tax Planning Session. We will review your tax picture. We’ll update you with everything you need to know about deductions you can take, anticipating tax roadblocks and opportunities and avoiding IRS audits. We’ll develop a detailed year-end tax projection, along with a detailed tax-strategy plan to minimize your tax liability, and a calculation of estimated tax payments so you don’t get caught short on April 15.
    • Financial Reviews. This includes an annual comprehensive financial statement review. Together, we’ll walk step-by-step through your financial statements. We’ll show you what the numbers mean, and how you can use them to make smarter business decisions.
    • Financial Performance Reviews. This is a plain-English translations of your business financial statement, where we identify your individual strengths and weaknesses. The Review comes with a detailed comparison to your competitors.

    Sign up today and start getting your questions answered by an expert. I've helped people like you find success by making sure they stay compliant with the federal and state tax agencies by providing the products and services you need. Owe less in taxes. Protect yourself from IRS fees and penalties. Keep your money where it belongs: with you and with your business. Contact us (813) 563-9697 or Rolanda@rsmcduffiecpa.com.

    * The prices above are monthly and all packages require a 12 month commitment and does not include the billable time it would take to defend you, in the unfortunate case you were to get audited by either the federal or state government.  If you would like our assistance during an audit we will provide you with a proposal for this service.

    ** Business Consulting Sessions can be scheduled throughout the year as needed. Feel free to ask your questions through email, or set up an appointment to chat via a phone call, skype or in person.  I am here to help you succeed.

    *** Unlimited Tax Consulting –Whenever you have a question, need advice or want help with year-end tax planning, an expert will be there to help you.  Feel free to ask your questions through email, or set up an appointment to chat via a phone call, skype or in person.  I am here to help you succeed.  This package also includes correspondence on any IRS notices you receive, so set back relax and know you can get the advice you need, without having to worry about those large bills.


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