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Small Business Tax Planning Strategies

Until now, tax planning has been a challenge for veteran owned small businesses.  Complicated IRS codes, difficult projection models, and no professional help.
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Amadiz Tax Services changes all of that, with cutting edge technology, easy to understand customized reports, and tax pros to walk you through every strategy and tax saving tip.
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We have a plan for ALL veteran-owned businesses!  Everything can be tailored to your unique business needs.  Connect with us to learn more.
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Keeping Your Tax Plan Updated
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A Tax Plan meeting with your Tax Professional can be scheduled based on your selected subscription plan. Generally speaking these are meetings where the Tax Pro will walk through each of the most relevant areas of small business taxation to ensure that you are paying as little taxes as ethically possible. Depending on the time of year and the information you have available, your Tax Pro can also provide an estimate of what they think your tax bill will look like... assuming current trends continue. We recommend scheduling at least 2 tax plan meetings per year to touch base and make sure everything is on track.

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Your Tax Plan
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At Amadiz Tax Services, our goal is to help you pay as little taxes as ethically and legally possible. We've determined that there are four primary areas that need to be reviewed and focused on first to ensure you're not paying more than you're supposed to. These four areas certainly do not cover everything, but represent the basic tax planning principles that every veteran-owned small business should be aware of. During your initial Tax Plan discussion, your Tax Pro will walk through each of these areas and determine a specific plan that works for you. By answering and asking questions of your Tax Pro, you'll end up with a plan that works best for you and your business. The results of your customized Tax Plan will be presented and delivered to you.

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Your Tax Estimate
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No one enjoys a surprise tax bill! One key component of tax planning is actually being able to "plan" for how much you're going to owe! This is one of the major benefits our services offers. The fact that we are keeping your books up to date creates the opportunity to know what your tax bill might be well in advance of when it’s due! After collecting pertinent information from you, your Tax Pro will be able to give you a rough estimate of what you will owe or get back on next year’s tax return.

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Bookkeeping

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With your bookkeeping software linked with us, we can automatically download and reconcile your bank accounts. If you are unable to link your accounts, the only way Amadiz Tax Services can get the information they need is from your bank statements. Without linked accounts, you will need to upload your bank statements each month to our secure portal. Providing us with the things we need from you will ensure your books stay up to date and keep you focusing on what matters most; your business!

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Stay in Touch With Your Books
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During a financial reports review, your Bookkeeper will lead you through the critical elements of your financial statements step by step. These meetings ensure that both your questions and our questions are answered. Staying on track throughout the year ensures a smooth tax return process.

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Payroll

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Add payroll services to any subscription plan and let Amadiz Tax Services manage your payroll so you can focus on growing your bottom line! Pay employees quickly. Be ready for tax time. Remain compliant with federal and state payroll taxes. Our basic payroll package includes:

- Easily pay employees and 1099 contractors

- Next-day direct deposit included at no additional charge

- Health benefits for your team

- Access W-2's and other forms for employees

 

Add basic payroll to your subscription for $100/month + additional $5/employee/month

*Additional payroll packages with exclusive benefits available upon request

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Pricing Tailored to Your Annual Revenue

  • Tax Planning Basic

    150$
    Every month
    Annual Revenue $0 - $150K
     
    • Quarterly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Email Support Only
    • Bi-Annual Tax Projections & Planning Strategies
    • Protection Plus - Audit Defense + ID Theft Restoration
    • * Add Payroll for additional $100/month + $5 per employee
  • Tax Planning Basic

    180$
    Every month
    Annual Revenue $150 - $300K
     
    • Quarterly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Email Support Only
    • Bi-Annual Tax Projections & Planning Strategies
    • Protection Plus - Audit Defense + ID Theft Restoration
    • * Add Payroll for additional $100/month + $5 per employee
  • Tax Planning Basic

    250$
    Every month
    Annual Revenue $300K - $500K
     
    • Quarterly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Email Support Only
    • Bi-Annual Tax Projections & Planning Strategies
    • Protection Plus - Audit Defense + ID Theft Restoration
    • * Add Payroll for additional $100/month + $5 per employee
  • Tax Planning Pro

    250$
    Every month
    Annual Revenue $0 - $300K
     
    • Monthly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Unlimited Phone & Email Support
    • Free Quickbooks Online
    • Quarterly Tax Projections & Planning Strategies
    • Protection Plus - Audit Defense + ID Theft Restoration
    • * Add Payroll for additional $100/month + $5 per employee
  • Tax Planning Pro

    400$
    Every month
    Annual Revenue $300K - $600K
     
    • Monthly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Unlimited Phone & Email Support
    • Free Quickbooks Online
    • Quarterly Tax Projections & Planning Strategies
    • Protection Plus - Audit Defense + ID Theft Restoration
    • * Add Payroll for additional $100/month + $5 per employee
  • Tax Planning Pro

    500$
    Every month
    Annual Revenue $600K - $1M
     
    • Monthly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Unlimited Phone & Email Support
    • Free Quickboooks Online
    • Quarterly Tax Projections & Planning Strategies
    • Protection Plus - Audit Defense + ID Theft Restoration
    • * Add Payroll for additional $100/month + $5 per employee
  • Tax Planning Elite

    350$
    Every month
    Annual Revenue $0 - $300K
     
    • Weekly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Unlimited Phone, Email, & Consultation Meetings
    • Free Quickbooks Online
    • Monthly Tax Projections & Planning Strategies
    • Estimated Tax Payment Preparation
    • Annual Corporation Renewal (State Fees Apply)
    • Protection Plus - Audit Defense + ID Theft Restoration
    • Basic Payroll Included w/Plan. Pay $5 per Employee/monthly
  • Tax Planning Elite

    600$
    Every month
    Annual Revenue $300K - $600K
     
    • Weekly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Unlimited Phone, Email, & Consultation Meetings
    • Free Quickbooks Online
    • Monthly Tax Projections & Planning Strategies
    • Estimated Tax Payment Preparation
    • Annual Corporation Renewal (State Fees Apply)
    • Protection Plus - Audit Defense + ID Theft Restoration
    • Basic Payroll Included w/Plan. Pay $5 per Employee/monthly
  • Tax Planning Elite

    800$
    Every month
    Annual Revenue $600K - $1M
     
    • Weekly Bookkeeping
    • Business Tax Return Preparation
    • Personal Tax Return Preparation
    • Unlimited Phone, Email, & Consultation Meetings
    • Free Quickbooks Online
    • Monthly Tax Projections & Planning Strategies
    • Estimated Tax Payment Preparation
    • Annual Corporation Renewal (State Fees Apply)
    • Protection Plus - Audit Defense + ID Theft Restoration
    • Basic Payroll Included w/Plan. Pay $5 per Employee/monthly
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