Services

01

Tax Preparation

Taxes should not be about April 15th, but a yearly process of utilizing strategy, deductions, and the tax code to financially steward your family and your business allowing you to use your money as you see best. A service offered to all members, tax preparation can be a stand-alone service with the Accountability Bundle.

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02

Income Offset Strategies

When your taxes have been completed in the past, did you drop off your shoe box of receipts, a folder of documents, and hear from your CPA once a year? If so, how did that person know if anything was missing, if something could have been done to help your tax outcome, or if you were taking full advantage of the generous tax code? It is impossible with that model. Unless you have read the tens of thousands of pages of the code, we guarantee you have missed opportunities. With strategy calls throughout the year, you’ll benefit from experts in tax, protection, income offset, and financial strategy available to all of our members.

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03

Accounting

Do you know your financials top to bottom? Is your P&L updated bi-weekly? Do you have full-time access to a dedicated accountant to answer your questions? You should. TBH Tax provides accounting services for all of your businesses which you can access at any time. Having your books done correctly is the key to great tax results. A business without proper bookkeeping is setting up for failure.

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04

Payroll Processing

Are you taking payroll from your business or just distributions? Maybe you don’t even know! Not taking payroll can be detrimental to your business and tax outcome.  With multiple benefits from taking payroll including avoiding “unreasonable wage”, payroll is a must for you and your family through your business.

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05

Family CFO

Take your family and your business a step further with Randy as your CFO. Services at this level give you the most access and time with your team to most quickly repair, build and grow your finances and reduce your tax. In addition to all accounting services, working with a CFO provides additional strategy implementation and guidance you will not get anywhere else.

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