PrimeTax
Tax planners who prepare, not tax preparers who plan
We’re proactive planners with our clients throughout the year, so that the actual filing of the tax return is merely a compliance step without any surprises.
What is PrimeTax?
PrimeTax is a comprehensive tax service designed to support our clients with year-round planning as well as preparation. Our team of proactive advisors are passionate about tax planning because forward-thinking tax strategies create tangible financial value for our clients. By focusing on year-round planning rather than just April filing, our approach significantly reduces tax liabilities.
The difference? Tax planning is a key driver of our overall business model to provide strategic direction for business owners and individuals who are invested in learning the finite elements of tax savings.
Why PrimeTax makes sense for you
When business tax returns are paired with the individual tax returns for key employees and owners, our holistic tax planning perspective creates a high level of synergy. With PrimeTax, our clients have access to:
Online secure portal
Online secure portal
Tax review meeting
Tax review meeting
Filing of federal & state returns
Filing of federal & state returns
THE INDIVIDUAL FRAMEWORK
How PrimeTax services are offered to individuals
After a thorough analysis of an individual’s personal financial position, we work with our individual clients throughout the year to ensure every tax advantage is implemented for optimal savings at filing time. Returns start at $750 and are adjusted based on the complexity. Individual tax packages, starting at $1,250, are also available and include:
- Access to an online, secure portal
- Tax review meeting
- Electronic filing of federal & state returns
- Quarterly tax estimates
- Tax planning meetings throughout the year
THE BUSINESS FRAMEWORK
How PrimeTax services are offered to businesses
As we work with our business clients throughout the year, the unique tax strategy our team develops for the business sets the course for optimal savings at filing time. Tax strategy and planning are included for business clients subscribed to one of our vCFO packages, and business return preparation fees are offered at a reduced rate for clients within a vCFO subscription. Business returns start at $1,500 and are adjusted based on their complexity. Business tax packages, starting at $2,500, are also available and include:
- Access to an online, secure portal
- Tax planning meetings throughout the year
- Strategic advice to maximize tax savings
- Implement tax-smart compensation planning
- Establish retirement and benefit strategies
- Electronic filing of federal & state returns
- Quarterly tax estimates
THE PROCESS
How PrimeTax services work for you
Tax returns are unique to every business and each individual, and our tax experts understand that general tax preparation isn’t going to cut it for complex tax situations.
Through analysis of your professional and personal financial position, we’ll develop a tax strategy to help you keep more of what you earn and reduce your tax burden. Our tax packages will be customized to fit your specific needs and support your long-term financial goals.
Once we have a tax plan in place, we’ll be there to guide you every step of the way to make sure you’re receiving every available advantage. We’re available to our clients all year long, not just during tax time.
Ready for year-round tax planning support?
Let’s start with a discovery call. We’ll talk about your tax situation and how our PrimeTax service could improve your tax savings. No pressure, no sales pitch—just a real conversation.