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Tax Services
MasterPlan Advisors' Tax Offerings
Our tax offerings are designed to provide peace of mind and strategic savings for contractors. Pricing is based on the number of states and schedules required.
Our services include:
- Proactive tax planning and projections to eliminate surprise tax bills.
- Preparation of entity tax returns (S-Corp, Partnership, C-Corp). This includes other businesses owned by our clients.
- Preparation of individual returns for owners and their families.
- Federal & state income and sales tax audit representation.
Why Have MasterPlan Advisors Do Your Taxes?
Does any of this sound familiar in your contracting business?
- Your accountant calls you in April with a massive tax bill that’s due tomorrow.
- You’re so busy running jobs that bookkeeping gets pushed aside, leaving you with a shoebox of receipts to sort through in March.
- Your accounting firm doesn’t specialize in the skilled trades, so they miss key deductions related to vehicles, equipment, and inventory.
- You only hear from your accountant once a year at tax time.
If these situations hit close to home, you can’t afford not to work with us. You need an experienced accounting firm that specializes in the trades to lessen your tax burden and proactively advise you on all tax-related matters throughout the year.
Get in touch with MasterPlan Advisors today to build a smarter tax strategy.
| What’s Included | Clarity™ | Clarity Plus™ | Clarity Premier™ |
|---|---|---|---|
| Designed to eliminate tax surprises | Tax Strategies and advisory for business owners | Robust, quarterly meetings for the proactive business owner | |
| Recommended Personal Income | $0-$350,000 | $350,000 - $1,000,000 | $1,000,000+ |
| Included Benefits | |||
| Peace of Mind | X | X | X |
| Informed Decision-Making | X | X | X |
| Reduced Stress | X | X | X |
| Increased Confidence | X | X | X |
| Key Features | |||
| Tax Strategy Calls | Year-End Call | Mid-Year and Year End Call | Quarterly Meeting |
| Tax Plan Updates | 1 Revision | 2 Revisions | Unlimited |
| Estimated Quarterly Taxes | Safe Harbor | Safe Harbor | Actual |
| Tax Payment Reminders | X | X | |
| Tax Point of Contact | Tax Manager | Tax Manager | Partner |
| E-Mail Support | Limited | Unlimited | |
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Learn how we can help you improve KPIs, save on taxes and run a better business.
