Get a customized
tax strategy that works
as hard as you do.
Together, we’ll create a plan that helps you reap the rewards of your labor
so you can enjoy the life your small business should provide.
You’ve done the hard work to build
a financially successful business.
But, while your numbers have grown,
so is what you’re paying in yearly taxes.
Right now, your tax returns SHOULD be reflecting the
opportunities you’ve earned, like:
- Maxing out retirement contributions so you can
actually retire - Using self-employed health deductions to protect your
family’s well-being - Positioning yourself to hire or retire family members
- Purchasing property or refinancing at the rates YOU want
What you need now is a tax strategy that protects
your future, not just your filings.
You need a plan that minimizes liabilities and
maximizes long-term wealth so you can start
putting it toward the life and legacy you’ve built
your business for.
You deserve to have a financial
partner that not only knows
how to continue growing
your earnings, but also
how to protect them AND
help you enjoy them.
We’ll create a tax strategy built around
your goals.
Choose the support that
fits your business
Our job isn’t just to show up at tax time.
We’re here year-round to provide expert advice and real-time feedback
that gives you the confidence to make smart decisions on the spot.
Our team is ready to make the calls to help you avoid tax emergencies,
whether you have immediate questions about payroll or need to respond to
unexpected IRS notices.
Let us take the stress and guesswork of taxes off your plate so you can put
more time and peace of mind into what matters most.
Flexible Hourly
Support
Ideal for businesses with evolving needs or specific projects, without a long-term contract. Purchase a set number of hours upfront and use them as needed (tax planning, resolving notices, strategic consultations, etc.).
Ongoing Monthly
Support
Perfect for businesses seeking consistent engagement with us on a monthly basis for continuous tax strategy, compliance, and financial planning aligned closely with your business goals, year-round.
HOW IT WORKS
We review your financials
We take a close look at your current reports, prior year-end statements, and past tax
returns to give the AIMS team a better understanding of where your business is at.
Connect with AIMS to discuss your goals.
Next, we connect with you 1-on-1 to discuss where you’re aiming for the future. Whether
it’s planning to scale the business, position to exit, hire, or invest in new buildings and
assets, we’ll make sure all your goals are touched on during our call.
You receive your proposal!
We’ll share a personalized plan of action that includes the scope of work, investment,
timeline, and how we’ll help you reach your goals.Identify the proposed plan of action
to reach their goals, investment and scope of work, start date.
WHAT YOU GET:
Pricing
Support
Forward Pricing
Support
Incurred Cost
Submissions
CAS Filing
(Cost Accounting
Standards)
DCAA Compliance
Our clients have used
their tax strategies to:
Save $X on
liabilities/tax filing
Invested in X
another property
We believe simply
“planning”
for taxes
isn’t enough.
Our team of experts are here to actively
support your business goals, now and in the future.
Unlike the big tax companies and other “paper pushers” that treat clients as numbers, we take a more holistic – and humanized – approach.
With multiple teams having eyes on your numbers and one-on-one support, we make sure you’re actually taking advantage of every opportunity available, no matter your business’ size or industry.
Ready for a tax strategy that supports your life?