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COUNTING ON
Black Execellence
financial success

PAVING THE WAY FOR

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Financial Empowerment Pro

VIRTUAL CFO SERVICES TAILORED FOR YOU

  • Monthly bookkeeping

  • 2 tax plans per year

  • Monthly strategy sessions

  • Provide financial statements

  • Tax preparation

  • Tax filing to all authorities

  • Payroll (if needed)

The Money Makeover

QUICKBOOKS CLEAN-UP PACKAGE

  • Up to 2 years of historical income and expense categorization

  • Provide financial statements

  • Tax preparation

Creative Success Roadmap

BUSINESS START-UP PACKAGE

  • Register LLC w/ SOS

  • Apply for EIN

  • Set-up DUNS number

  • Set up tradelines

  • Set-up QuickBooks account

WHAT TO EXPECT WHEN WORKING WITH US
  • Initial Meeting
    We'll schedule an initial consultation to determine your tax needs and how we can best serve you. This helps get us ready for our next step.
  • Document Collection
    We'll let you know what documents we need from you and you can upload them to our secure client portal.
  • Tax Preparation
    We do what we do best! We may need questions answered by you at this time. Your prompt response is appreciated!
  • Return Review & Filing
    You'll review your tax return and we'll resolve any unanswered questions at this time. Then we'll get your return filed!
What we need from you

TO GET YOU READY FOR FINANCIAL SUCCESS

  • Personal Information - SSN #, DOB, Spouse's information, identity protection pin, bank account & routing information

  • Income from Employment - Form W-2 or 1099s

  • Income from Investments - Form 1099-B, 1099-INT, 1099-DIV, K-1s

  • Business/Rental Income - Profit & Loss statement

  • Miscellaneous Income - Form 1099-G, Gorm 1099-R, Form SSA-1099, 1099-C, Taxable Alimony received, gambling winnings, scholarships

  • Proof of Expenses - Medical & Dental Expenses, Child care costs, Form 1098-T, Charitable donations, casualty & theft losses

  • Proof of Taxes Paid - Estimated Tax Payments, State &Local Taxes Paid, Property Taxes Paid

  • Miscellaneous Documents - IRA & HSA statements, Self-Employed health insurance premiums, deductible alimony paid, educator expenses, student loan interest paid

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