In addition to providing tax recommendations with all of our tax return packages, we offer full tax planning options on a retainer basis. We'll help you hammer out all the details whether you are starting your own small business, growing your real estate business, or planning for retirement. We provide monthly or quarterly bookkeeping options and can even help you clean up last year's books if needed.
We feel that tax planning should always be a part of the tax return process, so all of our tax packages include a review of your prior year returns and suggestions for next year. Tax time is stressful. Trust us, we've seen it! Every once in a while you just need a 2nd pair of eyes to look at your returns and double check that everything is where it's supposed to be.
Whether you had your taxes professionally prepared or did them yourself, we can take a look and provide recommendations.
We feel that tax planning should always be a part of the tax return process, so all of our tax packages include a review of your prior year returns and suggestions for next year. Tax time is stressful. Trust us, we've seen it! Every once in a while you just need a 2nd pair of eyes to look at your returns and double check that everything is where it's supposed to be.
Whether you had your taxes professionally prepared or did them yourself, we can take a look and provide recommendations.
Services
At By The Book our directors hail from boutique tax firms specializing in real estate and small business tax.
We have had the pleasure of working with clients varying from retirees to Silicon Valley executives, local real estate investors to multi-million dollar real estate syndicates, and newly forming businesses to successful thriving corporations.
In addition to tax returns, our experience encompasses tax planning, retirement analysis, entity structuring, cost segregation, 1031 exchanges, and self-directed investing.
We have had the pleasure of working with clients varying from retirees to Silicon Valley executives, local real estate investors to multi-million dollar real estate syndicates, and newly forming businesses to successful thriving corporations.
In addition to tax returns, our experience encompasses tax planning, retirement analysis, entity structuring, cost segregation, 1031 exchanges, and self-directed investing.
Whether you are a 9-5 employee, business executive, real estate investor, or small business owner, we can help!
If you are a jack of all trades and feel you meet more than one of the packages below, reach out to us for a custom quote!
If you have complex real estate situations such as 1031 exchanges, cost segregation studies, or installment sales, please let us know.
If you are a jack of all trades and feel you meet more than one of the packages below, reach out to us for a custom quote!
If you have complex real estate situations such as 1031 exchanges, cost segregation studies, or installment sales, please let us know.
Due to extremely high demand we are currently at capacity for bookkeeping services.
We are working to expand staff and infrastructure to be able to help more clients with this service, so please reach out to us this Spring/Summer for updated availability.
We apologize for the inconvenience.
We can get you set up to do your books on your own, or we can do your bookkeeping for you.
Also, did you know that having your tax professional prepare your books can cut down on hours of work at tax time?
All of our monthly/quarterly bookkeeping clients can receive a discount on their corresponding business tax return!.
We are working to expand staff and infrastructure to be able to help more clients with this service, so please reach out to us this Spring/Summer for updated availability.
We apologize for the inconvenience.
We can get you set up to do your books on your own, or we can do your bookkeeping for you.
Also, did you know that having your tax professional prepare your books can cut down on hours of work at tax time?
All of our monthly/quarterly bookkeeping clients can receive a discount on their corresponding business tax return!.
Buying or selling a property?
Starting a new small business?
Recently married?
New job?
New baby?
These are all situations that can have positive or negative tax consequences depending on what your next tax move is.
Our consulting service is flexible and the time can be used however you would like: running calculations, year end planning, answering questions, or building a tax saving action plan.
Starting a new small business?
Recently married?
New job?
New baby?
These are all situations that can have positive or negative tax consequences depending on what your next tax move is.
Our consulting service is flexible and the time can be used however you would like: running calculations, year end planning, answering questions, or building a tax saving action plan.
2nd opinions are often given in the realms of a medical diagnosis, or a lawsuit when something just doesn't feel right.
We have talked to so many clients over the years - ranging to those who self-prepared their returns to others who shelled out hundreds of dollars for a professionally prepared return - who just knew that something was amiss, but didn't know who to turn to without shelling out hundreds more for professional help.
That's why we are proud to offer affordable 2nd opinion services for those situations where you just need someone else to take a look at your returns.
We have talked to so many clients over the years - ranging to those who self-prepared their returns to others who shelled out hundreds of dollars for a professionally prepared return - who just knew that something was amiss, but didn't know who to turn to without shelling out hundreds more for professional help.
That's why we are proud to offer affordable 2nd opinion services for those situations where you just need someone else to take a look at your returns.
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