Experienced Business Advisors
3 Tiered Guidance on Running Your Business
No one can match our scope!
We have the unprecedented ability to see things other firms cannot and more importantly be able to show you how they can hurt or help you and your business.
Business Advisement Process
The 3 Tiers
Tier 1 (Schedule C Filing & General Guidance)
- Sounding board for ideas
- Help in maximizing schedule C expenses and income
- IRS/DOR Representation is not charged if current tax year and we caused the concern
- Free 1040 filing and other associated documents
- Includes the 365-day personal financial planning advice after full payment
- Mandatory FinCen Beneficiary reporting is required by taxpayer to address
Tier 2 (Schedule C Filing & General Guidance)
- Light business forecasting
- Semi-regular business discussions
- Insurance evaluation and discussion
- Various minor ancillary needs
- IRS/DOR Representation only for years covered under Business Advisement
- Mandatory FinCen Beneficiary reporting (1 LLC only)
- Free 1040 filing and other associated documents
- Profit/Loss Statement analyzing and recommended adjustments
- Includes the 365-day personal financial planning advice after full payment
tier 3 (Deep Business guidance)
- Business forecasting
- Regular business discussions
- Advising on the processes needed for hiring employees regarding employment taxes and employee benefits
- Helping to maximize employee benefit programs including setting up Simple/SEP IRAs thorough LTR’s annuity division
- Insurance evaluation and discussion
- Various other ancillary needs
- DOR/IRS Representation only for years covered as a personal and business client
- Profit/Loss Statement analyzing and recommended adjustments
- Bookkeeping available (negotiated)
- 1065/1120/990 filing
- Mandatory FinCen Beneficiary reporting (Unlimited LLCs)
- Free 1040 filing and other associated documents
- On site-visits in state of Massachusetts if requested
- Includes the 365-day personal financial planning advice after full payment
Contact Us
781.859.3096
FAX: 781.859.3062
