We are a Business financial strategy and advisory firm.   We help individuals, entrepreneurs, and small businesses file their taxes, stay out of tax trouble, get out of tax trouble, and prepare accurate financial records to file their taxes.  

But we see beyond basic tax preparation and We help small businesses identify a pathway to their number and serve as the one place they can trust to get it done! 

Our clients can tap into more than basic tax preparation and bookkeeping services when working with us.  TaxPLUS365 is for you if you have worked with other tax professionals, bookkeepers, accountants, CPAs, Financial Advisors, Business Coaches, and Wealth Advisor, but you desire to see beyond basic books and tax preparation.  We help small businesses identify a pathway to their number and serve as the one place they can trust to get it done!

Choosing to work with us, you can… 

  1. Better understand what your business is worth today 
  2. Better understand what your business is worth to you or others
  3. Understand where and what are the assets in your business 
  4. Have an up-to-date accounting system 
  5. Be able to hand over your last quarter’s financial statements 
  6. Have ready, set, go financials 
  7. Financials prepared for you, not just to help you file and PAY out taxes 
  8. Understand how to and when to PAY out to YOU 
  9. Understand paying yourself vs. taking a dividend 
  10. Know how your business can afford to pay staff and YOU for your brilliance
  11. Have a business that does more than replace the income from your old job 
  12. Want to do more than pay bills with the money from your business 
  13. No longer wonder, “what should I pay myself”?
  14. Have a pathway to working smarter and not harder for the same profit results 
  15. Have a pathway to get your business to work for you and operate profitably without you 
  16. Understand and no longer fear tax time
  17. Have a spouse that may no longer be afraid to file taxes with you 
  18. Have financials that are no longer “a mess” 
  19. Understand how to borrow money from the bank to reinvest and grow