Business Tax & Accounting

This is an optional add-on service only available to clients enrolled in Wealth Mode Planning ongoing services.

For our financial planning clients who are self-employed or a business owner, we can provide support or direct outsourced services for any or all of the following, depending on need:

  • Bookkeeping and Accounting (Quickbooks or Wave)

  • Payroll (Quickbooks or Gusto)

  • Quarterly tax payment and return

  • S-corporation (1120-S) or partnership return (1065) preparation

Pricing quoted case-by-case.

Business returns are paid for separately upon filing and all other services are an ongoing, monthly billed fee.

Justin Chidester, CFP®, AFC®, EA is an Enrolled Agent and admitted to represent clients and practice before the IRS.