Are you ready…
To see your business THRIVE?
I help small business owners feel EMPOWERED about their finances through a SIMPLE process designed to pay as little taxes as possible while setting small businesses up for financial success!
Now, let’s get down to the details of the experience you selected.
Maximize tax savings and optimize your profit goals.
Maximize your tax savings and implement a strategy designed to meet your profit goals with this experience. I help you feel empowered by keeping you informed and on track to meet your financial goals with educational financial and tax updates.
Upgrade your tax savings game with this experience which includes advanced tax strategy planning, a mid-year tax review and an annual tax review, all designed to maximize your tax savings.
This experience is designed for the small business owner who needs help understanding their tax and finances when it comes to their business.
My 20+ years of experience in financial planning, budgeting and analysis for mid sized to large Fortune 500 companies has allowed me to help small business owners set their businesses to THRIVE financially. And now, I want to help you do the same for your business!
“I ’m on a mission to empower business owners to embrace their rollercoaster business journey with their hands firmly on the steering wheel and both eyes wide open!”
The Empower experience
The perfect plan for your business…
Pricing starts at $1,200 per month
Let’s take your tax game to the next level! This experience is designed to ensure your taxes are filed on time and you feel supported and confident going into tax season.
Tax strategy planning and advice
Tax preparation (business and personal)
Mid-year review & check-in meeting
Annual review & check-in meeting
Phone, Email & Chat Support
Access to an Exclusive Client Portal
Helpful tools including templates and video trainings
Tax Deadline Reminders
Getting Started
Here's how it works...
Create an Account
Click "Apply Now" and create an account through my secure client portal. Please answer the question "{REQUIRED} Are you interested in working with us?" by checking the box next to "Yes."
Apply to work with us
After creating an account, my Client Application will immediately be sent to your email. Please open the email and follow the directions. The Client Application will help me collect helpful information about you and your business so I can best determine your next steps to tax savings!
Schedule a call
Once the client application is complete, I'll receive a notification and review the information you provided. If I think my services are a good fit for you and your business, I'll send you my booking link so we can schedule a time for a Coffee Chat to discuss how we can work together.
Proposal
Based on your business goals and needs that we identified during the call, I’ll put together a quote for you.
Get started
Once you’ve accepted the quote, we’ll get cracking.
Meet Your Tax Strategist & CPA
Jhoslen Muniz
I’m so excited to meet you and develop the financial plan that best fits your small business. Working with me will be an experience like none other you’ve had with a CPA. For starters, you get to take phone calls, video calls and review any of your financial documents from the comfort of your own home or office. This makes it convenient and simple for you to stay in the know about your finances and taxes. But I also take it a step further. I will take a deep dive into the financial landscape of your business to see what opportunities you may have previously missed out on. This proactive approach helps set you and your business up for financial success so you can earn more money and keep more money!
Why should you work with me? I’m glad you asked!
Certified Public Accountant (CPA)
Professional Tax Strategist
MBA and a Masters in Public Accounting
The Empower experience
Inclusions
Tax Strategy and Advice
I will evaluate your overall tax profile and recommend tax-saving strategies to help your business save on taxes each year. I will also advise you on strategies that will help reduce your overall tax liability.
Tax Preparation
I will prepare your personal and business taxes and ensure they meet the tax deadlines
Mid-Year and Annual Tax Review & Check-In Meeting
A meeting to review the estimated tax projections and discuss any questions you have surrounding quarterly tax payments.
Phone, Email & Chat Support
Call, email or chat with me through your client portal anytime you have questions regarding your taxes.
Client Portal Acccess
Gain access to an exclusive client portal where all of your important tax information is saved and easily accessible at any time.
Client Resources
I will provide you with helpful tools to keep your tax strategy on-track including templates and video trainings
Tax Deadline Reminders
We will send you reminders of upcoming tax deadlines to make sure you stay on track throughout the year.