Compliance with the IRS shouldn't be so complicated and time consuming. As a business owner and former nonprofit staff member, I understand the frustration when financial compliance feels like it's in the way of your goals and mission.
Wooten CPA PLLC exists to serve you in order to bring peace to your financial and tax planning responsibilities. When your goals and your financial plans are aligned, capacity is multiplied and your business or ministry can flourish.
At Wooten CPA PLLC, you choose the level of service you desire, you meet one-on-one with your CPA, your tax situation and circumstances are explained to you in plain language, and the focus is on your peace of mind and accomplishing your mission and goals.
BRINGING PEACE TO BUSINESS & NONPROFIT
The tax planning and preparation service options are for those looking for anything from "let's just get it right and taken care of" all the way to "let’s go beyond simply complying and dig into your goals and financial realities to make sure you’re on track and where you want to be when it comes to reaching your desired outcomes".
tax preparation & planning
taking away the hassles of tax preparation
YOUR OPTIONS FOR
This is the best option for those who want to plan ahead, compare different strategies, and find every potential opportunity to legally reduce their taxes. This plan provides the most time and access to your CPA.
This is the most popular option. It is for those who want to begin looking forward and proactively plan for the future in ways that could legally reduce their taxes, and would like more time with their CPA for advice and guidance.
This option is for those who are on a tight budget and want to comply with filing requirements, but are happy to miss out on some of the benefits the other options provide.
*Pricing is based on the complexity of your tax preparation needs & the level of service selected. Complexity includes items such as transaction volume, state of bookkeeping records, number of assets, and other items that require additional tax forms.
Watch this video for a brief description of why I offer different levels of service and the differences between them.