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IT Tax and Business Solutions LLC
IT Tax and Business Solutions LLC
  • Home
  • About Us
    • Our Story
    • Testimonials
    • Meet M.A.K.S.
  • Menu of Services
    • Our Services
    • Tax Services
    • Advisory
    • Bookkeeping
    • Payroll
  • Contact Us
  • More
    • FAQ -EVENTS
    • Private Policy
    • Events
    • What To Bring
  • More
    • Home
    • About Us
      • Our Story
      • Testimonials
      • Meet M.A.K.S.
    • Menu of Services
      • Our Services
      • Tax Services
      • Advisory
      • Bookkeeping
      • Payroll
    • Contact Us
    • More
      • FAQ -EVENTS
      • Private Policy
      • Events
      • What To Bring
  • Home
  • About Us
    • Our Story
    • Testimonials
    • Meet M.A.K.S.
  • Menu of Services
    • Our Services
    • Tax Services
    • Advisory
    • Bookkeeping
    • Payroll
  • Contact Us
  • More
    • FAQ -EVENTS
    • Private Policy
    • Events
    • What To Bring

Business Tax Advisory

 Coaching teaches you how. Advisory helps you decide what to do next. 

Coaching vs. Advisory — What’s the Difference?

 We offer both coaching and advisory services to support individuals and Schedule C business owners at different stages of tax readiness.  

Tax Coaching

Coaching is educational and supportive. It focuses on helping you understand what to track, how to stay organized, and how your day-to-day decisions affect your taxes. Coaching is ideal if you want guidance, accountability, and a clearer understanding of your finances throughout the year.

 Best for:
Individuals and small business owners who want to learn, build habits, and stay organized before tax season.  

Tax Advisory

Advisory is strategic and review-focused. It involves analyzing your current records, identifying gaps, and providing tailored recommendations to improve tax readiness, compliance, and filing.

 Best for:
Individuals and Schedule C business owners who want expert insight, clarity on risks, and direction before filing or making changes. 

Expert Accounting Services

Choose a Tax Coach with Solutions?

Workshop session teaching small business owners tax readiness and recordkeeping. (Additional fees for each service)

 ☐ Business Startup Guidance
☐ Strategic Planning & Goal Setting
☐ Financial Literacy & Budget Coaching
☐ QuickBooks or Accounting System Training
☐ Operations & Workflow Optimization
☐ Team Building & Leadership Mentoring
☐ Marketing, Branding, or Social Media Strategy
☐ Childcare Business Scaling Support
☐ Grant or Loan Readiness Coaching
☐ Weekly or Monthly Accountability Sessions

SEE OUR TERMS & CONDITIONS

Trust you can depend on

Trusted by Businesses

 We help business owners build clean records, follow IRS-ready processes, and file with confidence. Through hands-on workshops and coaching, you’ll learn the steps that make tax season smoother—organized income and expenses, proper documentation, and consistent systems that support your return. 

Start With a Workshop

Trusted by Startups

 Starting or growing a business comes with enough pressure. Our workshops and coaching are designed to make taxes feel manageable—by teaching you what to track, how to stay organized, and how to avoid common Schedule C/LLC mistakes. Whether you’re brand-new or years in, we meet you where you are and help you move forward with confidence. 

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Our Tax Review Services

Personal Tax Return Review

Childcare or Industry-Specific Tax Credits Review

Childcare or Industry-Specific Tax Credits Review

Review of Form 1040 and related schedules to confirm accuracy, consistency, and completeness of reported income, deductions, and credits.

Childcare or Industry-Specific Tax Credits Review

Childcare or Industry-Specific Tax Credits Review

Childcare or Industry-Specific Tax Credits Review

 Evaluation of industry-specific credits and deductions, including childcare-related credits and other applicable incentives. 

Business Tax Return Review

Childcare or Industry-Specific Tax Credits Review

Prior-Year Tax Return Review

 Review of Schedule C, Form 1065, or Form 1120-S to evaluate income reporting, expense classification, and overall tax positioning. 

Prior-Year Tax Return Review

Tax Planning and Strategic Recommendations

Prior-Year Tax Return Review

Review of up to three prior tax years to identify errors, missed opportunities, or potential compliance concerns.

Tax Planning and Strategic Recommendations

Tax Planning and Strategic Recommendations

Tax Planning and Strategic Recommendations

Forward-looking guidance designed to help reduce future tax liability and improve tax efficiency.

IRS Letter or Notice Review

Tax Planning and Strategic Recommendations

Tax Planning and Strategic Recommendations

Explanation of IRS correspondence, identification of required actions, and guidance on next steps or response options.

Review for Missed Deductions or Credits

Bookkeeping-to-Tax Return Reconciliation

Bookkeeping-to-Tax Return Reconciliation

Targeted review to identify deductions or credits that may have been overlooked or underutilized.

Bookkeeping-to-Tax Return Reconciliation

Bookkeeping-to-Tax Return Reconciliation

Bookkeeping-to-Tax Return Reconciliation

Comparison of bookkeeping records to filed or draft tax returns to identify discrepancies and ensure alignment. 

See Our Pricing Chart

Bookkeeping-to-Tax Return Reconciliation

See Our Pricing Chart

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Advisory or Review Service Privacy Policy

  

Our Responsibilities

  • We will provide coaching/advisory or mentoring sessions tailored to your goals and business development stage.
  • We will share tools, templates, and advice to support your business growth.
  • We agree to maintain open and supportive communication throughout the engagement.

Your Responsibilities

  • Actively participate in sessions and complete agreed-upon tasks.
  • Communicate your goals, challenges, and expectations  clearly.
  • Respect scheduled session times and notify us in advance of any changes.

  Limitations

  • Coaching is not legal, tax, or financial advisory unless explicitly stated and licensed to do so.
  • We do not guarantee specific outcomes, revenue results, or business success.
  • You are solely responsible for your business decisions and actions.

  

Fees and Payment-Our fees are priced per session/per hour.

Payment is due prior to or at the time of service.  Missed sessions without 24hr notice may be subject to a cancellation fee.

  

Termination

Either party may terminate this engagement at any time in writing. Any prepaid sessions not yet delivered will be refunded or credited, unless otherwise agreed.

  

Privacy Statement

We value your trust and are committed to protecting your privacy. All information shared in coaching sessions—including business ideas, documents, financials, and personal insights—will be kept strictly confidential. We do not share your information with any third parties without your written consent, unless legally required to do so. All records will be stored securely in compliance with applicable data privacy laws.

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Copyright © 2018 IT Tax and Business Solutions - All Rights Reserved.

  • Tax Services
  • Advisory
  • Bookkeeping
  • Payroll
  • Contact Us
  • Private Policy
  • What To Bring

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