We understand what an entrepreneur needs and wants in their tax planning!
Our Soloway Business Advisory program is a customized plan designed for you and your business. It provides one-on-one coaching to help ensure you have the right solutions in place for your business and growth!
Our Advisory Program focuses on three important areas:
From our Strategy Session, we WILL help you determine what other types of tax-efficient tools and solutions you may benefit from. Our evaluation will include a "priority list" of these solutions which we offer as suggested next steps. We will provide you a formalized "game plan" for you to follow.
A great idea is not enough, it needs to be implemented.
Our Business Coaching program is designed to not only provide the solutions and tools you will need to become tax-efficient, but we also provide the documentation and implementation of the tools necessary to ensure the best end result. We will walk you through each step of your game plan and be certain you know what is needed for execution.
We know what entrepreneurs need to spend their time on, that will be the focus we take with our business coaching. We want you to focus on profitability and let us handle the details.
The last step of our Advisory process is to review your game plan on a regular basis. We know (and expect) things change as time goes on. Understanding this will mean you game plan may need to be altered or adjusted as your business changes. In addition, our current landscape of non-stop tax law changes will mean our tax review should be a high priority to stay on track.
Tax Preparer Port Jefferson Station