Tax Planning and Compliance

At BKM our tax services begin with Tax Compliance, preparing and filing your tax returns, and then move to off season or quarterly tax projections. The last phase of our tax services is probably the most important, Tax Planning. BKM wants to be your most trusted advisor. Through tax planning we will advise you of strategies that you can take to reduce your tax burden and keep more of what you earn.

Tax Planning

  • Fees are based on the estimated tax savings generated by the plan over the succeeding 5 tax years.

  • Updates to the Plan:

    • Annual Updates​

    • Quarterly Udates

  • Tax Strategies customized to you and/or your business business

Tax Projections

  • Off season Tax Projections (July - December)

  • Quarterly Small Business Projections

    • Linked with Quickbooks Online​

    • Direct to your email updates

  • Determine your estimated tax payment needs

    • For infrequent/unusual transactions​

    • For peace of mind

Tax Compliance

Individual and Business Tax Returns

  • Company Newsletter 

  • Federal  and State Returns 

  • Annual Estimates with Tax Return

  • Phone, Email, Text, & Video Conference Support & Communications 

  • Document Collection & Storage

  • Value based, up front pricing

(844) 316-6528

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