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Tax Planning, Odoo Accounting, E-Commerce Bookkeeping, and Business Strategy.
Tax Planning, Odoo Accounting, E-Commerce Bookkeeping, and Business Strategy.
Online

Business owners, eCommerce sellers, real estate investors, and individuals needing tax guidance.

During this meeting, we will review your tax or accounting needs, understand your goals, and provide initial recommendations to help you move forward confidently.

What’s included:

• Review of your business or personal tax situation

• Assessment of your bookkeeping/accounting setup

• Evaluation of Odoo or e-commerce systems

• Recommended next steps + pricing
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Tax Season Readiness Guide
MTB CPA
Tax Season Readiness Guide
Online

This Tax Season Readiness & Planning Call is designed to help individuals, self-employed taxpayers, and business owners prepare for the 2026 tax filing season.

We’ll review your tax situation at a high level, discuss what documents are typically required, highlight upcoming deadlines, and identify potential tax-planning considerations before filing.

This is not a tax filing appointment and no documents are required in advance. Filing scope and fees, if applicable, are discussed separately.
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  • Free Consultation Appointments: Schedule a free consultation to discuss your personal and business tax needs with our experts.
  • Estimated Tax Services: Get professional assistance in estimating your tax liabilities to help plan and optimize your financial strategy.
  • Personal Tax Services: Expert guidance for individual tax planning, preparation, and strategies to minimize your tax burden.
  • Business Taxation Expertise: Tailored solutions to help businesses navigate tax laws, maximize deductions, and reduce tax liabilities.
  • Tax Strategy and Planning: Personalized tax strategies to ensure you’re taking advantage of all available credits and deductions for both personal and business taxes.
  • Comprehensive Tax Support: From personal tax filings to business tax advising, get the support you need to ensure compliance and maximize savings.