Ms. Conner, with over 20 years of experience, guides businesses and entrepreneurs towards financial clarity and growth. Through Say Yes To Profits, she offers comprehensive CFO services like strategic planning, bookkeeping, tax management, and financial consulting. This empowers service professionals to build the profitable business they desire.
Ready to break free from financial struggles? Ms. Conner's proven track record speaks for itself. Over 90% of her clients achieve significant growth (30%-350%) within a year. Driven by her own journey of overcoming financial challenges, Ms. Conner is passionate about helping businesses thrive.
Managing Wealth
Tax Preparation and Planning Services
Experience tax preparation and planning like never before with our specialized service, meticulously crafted to alleviate the stress associated with tax time and outsmart the IRS tax game.
Did you know that five out of seven business owners and individuals pay over 70% more in taxes than is necessary every year? At our firm, we are committed to changing this narrative by ensuring that you keep more of your hard-earned money.
Our dedicated tax team goes above and beyond, working diligently to plan, project, and address all your tax-related inquiries. We are here to guide you through the complexities of tax matters, optimizing your financial strategy and minimizing unnecessary tax burdens.
Minimize taxes, maximize peace of mind with our proactive Tax Planning.
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Reduce liability with strategies tailored to your unique finances.
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Get quarterly check-ins and clear action steps.
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Explore tax-saving opportunities like deductions, accounts, and entity options.
Investment starts at $5,000.
Business Tax Planning
1
Business Tax Return (Federal & State)
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Includes Schedule C, 1065, 1120S, 1120 filings
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K-1 Partner Preparation
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Tax Return Review & Consultation
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Starts at $1,500
Notes:
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Individual returns not included.
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Bookkeeping review required if we don't handle your bookkeeping.
Business Return without Tax Planning Services
2
Tax Return Package: Business & Individual
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All major forms (C, 1065, 1120S, 1120) w/ K-1 prep
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Review & Consultation
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$2,000+
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Bookkeeping review for external clients
Business Return without Tax Planning Services
3
Business Tax Planning and Preparation