You can ask about future rental property sales, opening a new business and how to get started, how investments or a new job will impact your taxes, or anything on your mind.
For those who want guidance, assistance and consultation without a commitment to become a client.
Consultancy
Sometimes, you just need to talk to someone to get some tips, tools, and advice. We are here to assist you in your journey from a consultation standpoint. If you choose not to come in during tax season, there is no commitment required.
Training
If you are a business owner and want to know how to get organized and make your document process flow as clean as possible to avoid a larger tax preparation service bill for your accountant next tax season, we can help with that. We train business owners on proper record-keeping and also understand the different types of filing requirements.
Or if you are interested in learning how to do taxes on your own as a Individual (Non-Business) Taxpayer, we can assist with that as well. From education regarding common credits, deductions, and tax impact scenarios, we can help set you on your course (again, with no commitment for additional services).
Support
There is always an option to get a second opinion from a different accountant. Even if you just want to see if there’s some savings, there is no need to commit to services. This is a way to get support for your situation without having to provide personal information.
We can best assess your current situation and guide you in terms of what is best for your needs.
If You Should Decide to Take a Step to Commit to a Filing:
Once a client has come for services, in the form of a Business Tax Return or Individual (Non-Business) Tax Return, the “Ask an Accountant” subscription is cancelled for a period of six-months from the filing and invoice payment date.
At that point, rather than paying for a subscription for a set number of monthly calls, we will provide FREE consultations for the 6 months following the filing. Should the client decide to continue services every year, every year there will be a 6-month period of free consultations related to customer service regarding anything related to the Tax Filing (1040/1120S/1120).
If you are interested, please click below to sign up for one of these plans:
We also accept payments through Paypal:
Once you have selected and subscribed to a plan, please provide your phone number and e-mail address when registering and you will be contacted to schedule your calls or virtual meeting(s)!
Victoreus LLC (Tax, Accounting, and Payroll Services offered Virtually) | Orange County, CA 