Unlock Your Financial Potential for Maximum Success
Welcome to our Quarterly Package! We offer a comprehensive suite of tax planning and preparation services that empower businesses and individuals to take control of their financial future!
WELL KNOWN & TRUSTED
Almost 4 Decades In The Industry
Tracy L. Tate, CEO, has an MBA with an emphasis in Accounting & Public Administration, and a Masterʼs Certification in Accounting.
TLJ Professional Services, Inc. is family-owned and operated in SF Bay Area, CA. Since incorporating in 2015, we've treated every customer like they are a part of our family. Other companies may offer similar services, but our services come with a personal touch!
What We Do
At TLJ Professional Services, we provide comprehensive accounting, bookkeeping, tax preparation, and financial consulting services to empower small businesses and entrepreneurs with personalized solutions for their financial success.
Our Core Value
Our Core Values are centered around integrity, excellence, and personalized service, as we treat every client like a valued partner and prioritize their financial well-being with a personal touch.
Our Company Profile
TLJ Professional Services, Inc. is a trusted partner for small businesses and entrepreneurs, providing expert accounting, bookkeeping, tax preparation, and financial consulting services. With a commitment to integrity, excellence, and personalized care, we empower our clients to achieve financial success and thrive in their ventures.
With our expert team by your side, you'll navigate the complexities of the tax landscape, unlock savings opportunities, and achieve peace of mind
What's Included in our Quarterly Tax Plan:
The Tax Plan for Current Year and Beyond: Our team will develop a tailored tax plan that addresses your current financial situation and aligns with your long-term goals, ensuring you stay tax-efficient for years to come.
Deduction Review and Strategy Planning: We'll meticulously review your deductions and craft a strategic plan to optimize your tax savings while remaining fully compliant with tax regulations.
Legal Entity Optimization across LLC, S Corp, C Corp, and Partnership: Determine the most advantageous legal structure for your business, potentially reducing your tax liability and protecting your personal assets.
Retirement Options to save while minimizing taxes:
Explore retirement planning opportunities that not only secure your future but also come with tax advantages to boost your savings.
Insurance Review to protect assets and reduce taxes:
Our experts will assess your insurance needs and identify solutions that safeguard your assets while offering potential tax benefits.
TCJA, FFCRA, CARES review for liability minimization:
Stay up-to-date with the latest tax laws and regulations, ensuring you take advantage of all available opportunities to minimize your tax liabilities.
Core Strategy Implementation: We will work closely with you to implement the tax strategies outlined in your personalized plan, ensuring seamless execution and maximum results.
Business Tax Preparation: Leave the tax preparation to us, as our seasoned professionals handle your business tax filing with precision and expertise.
Individual Tax Preparation: Our comprehensive tax preparation service ensures that every detail is covered, maximizing your eligible deductions and credits.
Quarterly Estimated Payments: Avoid surprises and potential penalties by staying on top of your tax obligations with our Quarterly estimated payment service.
Quarterly 1 on 1 Review Tax Position: Benefit from personalized guidance with regular one-on-one reviews, helping you make informed decisions and adjust your tax strategies as needed.
Our New Pricing Plans, Simplified
Planning
$5000
(one-time fee)
Planning
Core Implementation
Quarterly Tax Plan
(Total Value $7.5K)
This powerful package includes the first six service descriptions meticulously designed to set your path toward financial optimization. From developing a personalized tax plan and strategizing deductions to exploring legal entity optimization, we'll help you lay the foundation for a prosperous future.
Core Implementation
$7500
(one-time fee)
Planning
Core Implementation
Quarterly Tax Plan
(Total Value $15K)
Building on the "Planning" package, this option includes everything in Planning plus our renowned "Core Strategy Implementation." Let us guide you in translating strategies into actions, ensuring seamless execution and maximum impact for your business.
(Monthly Payment Option Available)
Quarterly Tax Plan
$3750
(per quarter)
Planning
Core Implementation
Quarterly Tax Plan
1:1 Quarterly Strategy Call (1 hr)
(Total Value $25K)
This all-inclusive package offers you every service description listed, ensuring you have the full spectrum of financial optimization at your fingertips, PLUS Quarterly 1:1 Strategy Calls to ensure that everything is on track and aligned with your vision.
(Monthly Payment Option Available)
Office:
66 Franklin Street
Suite #300
Oakland Ca, 94607
Call: 1-833-255-8446
Email:
Tracy@tljprofessionalservices.com
Site:
www.tljprofessionalservices.com
