Pre-Tax Review & Financial Check-In (Bus
$250–$500
A high-touch, VIP financial review for small business owners who want a clear and organized tax season. We review last year’s returns, business financials, and provide actionable recommendations to optimize deductions, track missed opportunities, and prepare for strategic planning. Includes: • Review of last year’s business tax return • Full year financial review (revenue, expenses, cash flow, key accounts) • Identification of missed deductions and tax optimization opportunities • Checklist for documents to provide to your tax preparer • Optional planning advice for next year’s tax strategy Duration / Service Details: • 60–120 minutes virtual session • Delivered via Zoom with digital notes/checklist • Payment required at booking
At Balanced & Black, we are committed to providing personalized, high-value financial services. Due to the customized nature of our sessions and work, all services are non-refundable. If you have any questions or concerns about your session, please contact us, and we will work with you to address your needs and ensure you get the support you booked.