Tax Advisor
Strategic Tax Advisory
Proactive Tax Strategies for Financial Success
Our Tax Advisor plan is designed to provide you with strategic guidance, ensuring tax compliance while optimizing your tax position and navigating the complexities of the tax landscape to save you money. Your strategic Tax Advisor will coordinate with your Accountant, CPA, and/or CFO to implement a comprehensive tax plan aligned with your goals to maximize your deductions, minimize or remove your tax liabilities, and/or plan for future tax savings.
Plan Services
Everything in the Bookkeeping & Accounting Plan Plus:
- Additional 50 monthly transactions and invoicing for up to 50 clients
- Weekly transaction recording
- 1 Additional merchant account management
- Monthly financial management reports
- 50% discount on prior tax issues
- Tax Power of Attorney
- Payroll & HR Management for up to 10 employees with next-day direct deposit and tax withholdings
- Annual insurance planning and assessment for asset protection and business continuity
Why Choose Our Tax Advisor Services?
Engaging our Tax Advisor services offers numerous benefits:
Strategic Tax Planning
Develop customized strategies to minimize tax liabilities and maximize savings.
Compliance Assurance
Stay ahead of ever-changing tax laws and regulations with our up-to-date knowledge.
Audit Support
Receive expert representation and support in the event of an IRS audit.
Year-Round Guidance
Benefit from continuous support, not just during tax season, to make informed financial decisions.
Our Approach
At Ayanna Financials, we believe that effective tax advisory goes beyond mere compliance—it’s about proactive planning and strategic foresight. Our approach is centered on understanding your unique financial landscape and crafting personalized tax strategies that align with your long-term objectives. Our Tax Advisor services are tailored to meet your unique needs:
Gain an in-depth understanding of your tax and financial goals
Develop a tailored tax strategy plan aligned with your business strategic objectives
Assess your current tax status and resolve existing tax issues
Provide quarterly tax planning assessments and recommendations to achieve tax goals
Get Started Today
Ready to elevate your financial strategy with expert guidance?
Our mission is to decrease the information gap by providing exceptional accounting and tax expertise to empower decision makers to be able to make well informed and effective business decisions.
Tax Advisor
Level up your financial operations with deeper insights, expert-led planning, and enhanced reporting tools.-
✔️ Expert Financial Guidance
Work closely with professionals who help interpret your numbers and guide strategic decisions month after month. -
✔️ Tailored Insights for Smarter Growth
Custom dashboards and planning tools give you clarity on performance, costs, and future opportunities. -
✔️ Proactive Financial Planning
Anticipate cash flow, forecast expenses, and stay aligned with your growth goals through quarterly reviews. -
✔️ Stronger Financial Systems
Build scalable, organized financial operations that can support more transactions, vendors, and team members. -
✔️ Ready for Scaling or Investment
Monthly reporting and structured oversight make your business more attractive to lenders, partners, and investors.
What's Included in the Tax Advisor Plan
Advanced reporting, planning tools, and expert insights for businesses ready to operate strategically.
Bookkeeping & Accounting
| Feature | Included |
|---|---|
| Bookkeeping & accounting software subscription | ✔️ |
| Create customized reporting dashboard to track KPI's | ✔️ |
| Streamline merchant transactions (Paypal, Stripe, Square) and integrate into accounting system | Up to 3 Merchant Accounts |
| Record transactions, manage receipts and documents, and complete monthly account reconciliations | Up to 250 Transactions & 4 Financial Accounts Monthly |
| Manage accounting schedules (depreciation, accruals, prepaids, leases, intangibles) | Up to 5 schedules |
| Generate Monthly 3-Way Financial Statements (P&L, Balance Sheet, Cash Flows) | ✔️ |
| Manage accounts receivables and collections | Up to 50 invoices per month |
| Manage accounts payables | Up to 50 bills per month |
Tax Preparation & Advisory
| Feature | Included |
|---|---|
| Annual and quarterly tax preparation and filing for state, local, and federal | ✔️ |
| Annual tax planning, implementation, and reviews | ✔️ |
| Tax Resolution | 50% Discount |
| Tax Strategy Review | Quarterly |
| Complimentary tax savings analysis | Tax Plan Included |
Payroll & HR Management
| Feature | Included |
|---|---|
| Certified HR Experts | ✔️ |
| Next-day Payroll processing direct deposit and tax withholding | Up to 10 Employees |
| Quarterly and annual income tax filing and payment (1099, W2, 941) | ✔️ |
| Employee payroll portal with time and attendance tracking | ✔️ |
| Employee Benefits (retirement, insurance, health) | ✔️ |
| Hiring, onboarding, off-boarding, talent management | ✔️ |
| HR guidance, insights, and reporting | ✔️ |
Financial Improvement and Audit Readiness
| Feature | Included |
|---|---|
| Manage internal controls, workflows, and policies and procedures over financial reporting | - |
| Financial audit support | - |
| Prepare financial statement disclosures | - |
Financial Management & Compliance
| Feature | Included |
|---|---|
| Develop and report financial KPI's | Up to 3 |
| Budgeting, forecasting and cash flow management with quarterly reviews | Select 2 Monthly |
| Manage financial and entity compliance | ✔️ |
| Financial Risk Management | - |
Financial Planning & Equity Management
| Feature | Included |
|---|---|
| Complimentary insurance planning | ✔️ |
| Consolidated financial reporting | - |
| Monthly financial review and clarity meeting | 1 |
| Develop an nnual financial plan with monthly and quarterly reviews | - |
| Acquisitions/Exits, Mergers & Acquisitions | - |
| Fundraising, Equity and Debt Management | - |
| Annual industry economic report | - |