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.
Get advice on laying the right foundation
And how to avoid costly tax mistakes in your business.
Set your business up for success while avoiding costly tax mistakes with this experience. I will help you choose the proper company formation for your business and help you save on taxes. Also included in this experience is an annual tax review, early tax strategic planning, tax preparation and tax filing for business owners who require the assistance of a tax professional.
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 Simplify experience
The perfect plan for your business…
Pricing starts at $600 per month
Set your business up for success while avoiding costly tax mistakes with this experience. I will help you choose the proper company formation for your business and help you save on taxes. Also included in this experience is an annual tax review, early tax strategic planning, tax preparation and tax filing for business owners who require the assistance of a tax professional.
Early / Basic tax savings guidance
Tax preparation (business and personal)
Annual Check-in Meeting via Zoom
Email & Chat Support
Access to an Exclusive Client Portal
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 Simplify experience
Inclusions
Basic Tax Strategy and Advice
I will evaluate your overall tax profile and recommend basic tax-saving strategies to help your business save in taxes. 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
Annual Check-in Meeting
Each year, we will meet via Zoom to review the estimated tax projections for your business, for me to answer any questions you may have about quarterly tax payments, and to ensure you are on track to save on your taxes.
Email & Chat Support
Email or chat with me through your client portal anytime you have questions regarding your taxes.
Client Portal Access
Gain access to an exclusive client portal where all of your important tax information is saved and easily accessible at any time.