Planning & Accounting
Let’s find your peak.
Consider our Planning & Accounting services if you’re looking for strategies to minimize your tax bill or need help with your business’ books.
Olive Green™
If you’re self-employed, order an Olive Green subscription to have a licensed Tax Advisor manage your strategies, books, and tax filings year-round.
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Master the art of tax avoidance through quarterly calls with a licensed Tax Advisor.
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Receive a customized, annual plan full of strategies to minimize your tax bill. Most of our Elevation clients save more than they spend!
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Receive a Quickbooks® Online Essentials account plus monthly bookkeeping (up to 200 transactions), profit/loss reporting, and tax guidance.
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Keep your business compliant with annual federal and state tax returns we’ll defend, if needed.
Annual Services
If you’re looking for these services but don’t need year-round support, add a Tax Avoidance Plan or Books & Tax Accounting to your Income Tax Return.
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Receive a customized, annual plan full of strategies to minimize your tax bill.
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Receive bookkeeping, profit/loss reporting, and tax guidance for any number of months.