Strategy & Client Advisory

“Great consultation with Latanza Parnell. She was able to steer our company in the right direction for our tax solutions. Much appreciated!”
— J. Hawthorne via Facebook
“Latanza is great at what she does. She is knowledgeable, thorough, and responsive. She has supported me with both tax strategy and tax preparation. The thing I appreciate the most about Latanza is how she handles the complexity of my situation (being self-employed, having bought my first house, and living in two different states). I’m so grateful for her support and highly recommend working with her.”
— S. Krejci via Better Business Bureau
“I met with Latanza about doing taxes and bookkeeping for 2 businesses. She was very professional and demonstrated knowledge of tax laws and tax credits. I’m excited to be working with her as I know she’ll help me to save money on taxes and keep my business finances in order.”
— A. Walters via Google My Business

TAX STRATEGY / CLIENT ADVISORY SESSION

The purpose of this session to maximize tax breaks and minimize tax liabilities. We will review your current personal financial situation, business financial statements, discuss your goals, and address any concerns. A money savings plan with actionable steps will be developed. Great for those who manage their own books and who are prefer to meet monthly or quarterly.

‘PICK YOUR BRAIN’ SESSION - BUSINESS Q & A

One-on-one meeting to get exact answers to tough questions. This meeting is great if you are in the process of creating a solid financial foundation, have general/specific career or business related questions that requires an expert's advice.

Let’s Get Started… Our Process.

01. Introductory Call

  • During this free 15-minute conversation, let’s discuss your vision/goals, any pain points you’re experiencing, and how PAS can assist.

    The purpose of this meeting is to determine if we are a good fit for one another.

02. Onboarding / Consultation

  • We will review your current financial records/latest tax filing. This process allows us to get an understanding of your structure, the scope of work, and to provide the best recommendations.

    Includes the signing of the service agreement and software setup.

03. Deliverables

  • Per our service agreement, we will respond with the requested services. PAS values communication and your feedback. Please let us know your questions or concerns.

“Money moves from those who do not manage it to those who do.

Together, we can make your finances a priority.”

-Dave Ramsey