TAX SERVICES

Dream. Believe. Achieve. 

The tax team at Blackman & Sloop takes a proactive approach to traditional tax services. Our knowledgeable professionals stay current on new tax laws and legislation, which puts us in a position to identify key tax planning strategies that minimize both your current and future tax liabilities. We provide individual, business, trust, estate and nonprofit tax and tax planning services with expertise and knowledge our clients deserve throughout the year.

DREAM

  • Tax Preparation
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • UBIT Planning
  • Form 1023 – Exempt Status Application
  • IRS and Local Tax Authority Representation
  • Gift Tax
  • Payroll Tax
  • Sales and Use Tax
  • Business Property Tax
  • Entity Selection
  • Mergers and acquisition
  • Succession Planning

BELIEVE

ACHIEVE

GET TO KNOW COURTNEY:

Are you ready to invest in your business?

STARTS AT

1500/mo.

Essentials
This Plan includes:
  • Two-person dedicated accounting team

  • Client Support

  • Monthly record keeping

  • All balance sheet reconciliations, including bank and credit card reconciliations

  • Tracking investment assets

  • Adjusting Journal entries and Month End close

  • Financials Statements generated from QBO

  • Monthly Q&A about GL balances

STARTS AT

3000/mo.

Advantage
This Plan includes:
  • Everything from Essentials
  • Three-person dedicated accounting team  

  • Monitoring 5 key metrics

  • Expense mitigation (Spend Management, AR Monitoring, Budgeting, etc)

  • Back-office processing (Sales Tax Filing, Payroll Processing, Payables/Receivables)

STARTS AT

6000/mo.

Concierge
This Plan includes:
  • Everything from Essentials and Advantage

  • Quarterly Cash Flow Projections, Annual Budgeting, and Insights into variances

  • Custom Dashboard with Metrics with a monthly meeting to discuss results

  • Assistance with Technology & Process improvements

REACH OUT TODAY.