Welcome, I look forward to working with you!
I take a professional, proactive, A-Z approach to saving you as much as possible on your taxes. My clients view me as an investment and a trusted
partner in the growth of their business.
Most of my clients are saving $5,000-$20,000/yr on their taxes and enjoy working with me to discuss creative and interesting ways to save on taxes.
You choose the level of service that fits you best:
1. Tax
2. Tax & Bookkkeeping
3. Tax, Books, and Strategy
Working with Jake Adams, CPA
1. Tax preparation - Personal (1040) with unlimited state returns - Starting at $800.
Business tax preparation (1065, 1120S, 1120) with bookkeeping review - Starting at $1000
2. Bookkeeping or expense categorization - Starting at $200/mo
3. Strategy - Inlcudes priority communication by email, phone, or text for tax questions throughout the year and up to 4 tax planning sessions each year - starting at $3,000/year
Audit assistance: Audit assistance and representation for all tax returns prepared by me for up to 3 years following close of services. Additional hourly fees will be billed at $250/hr for audit assistance for tax returns not prepared by myself or by taxing authorities other than IRS.
Additional fees for additional forms, tax returns, and services, including catch-up bookkeeping may apply - prices available upon request
Q. "Do you do "just" taxes?
A. While I can accuratley fill out your tax forms, in order to offer the best service to my clients, I highly suggest tax strategy as a compliment to tax preparation.
Proper bookkeeping is critical to ensuring those tax strategies are recorded properly, so bookkeeping or bookkeeping review is also a requirement for all tax strategy clients.
Q. "Do you have a guarantee?"
A. I guarantee that you will love working with us or you can cancel at any time.
Q. "Who is a good candidate for tax planning services?"
A. Self employed people and business owners earning over $300k net income consistently year over year.
1. We strategize on wealth building and tax minimization through investment vehicles and deploying cash through loans and investments and long term rental properties with a focus on tax deferred investment income through cost segregation.
2. We strategize on income shifting to lower tax individuals, states, and utilization of corporate tax structures to lower income taxes and defer income to future years.
3. Strategically looking at investments into ROTH IRA vs tax deferred accounts
If you have any questions, please don't hesitate to contact me directly by booking an appointment (see appointment link above)