Our Services

Not a “One and Done” Tax Prep Process

We work hand-in-hand with you to build and execute a tax and legal plan designed for you and your creative business.

Kocaj Consulting provides…

Worry Free Tax Planning

At Kocaj Consulting, we provide tax planning and preparation so you aren’t worried about the tax bill surprise at the end of the year and Tax Monitoring so you don’t have to wonder about next steps if a letter or audit is on the horizon.

We combine our insights on how to organize your books, maintain your records and educate you on the audit process to guide you through the storm.

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Estimated Payments so you aren’t faced with unexpected penalties at the end of the year.

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Tax Reduction Plan customized for your industry and your current tax situation to help reduce tax liability in the future.

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Financial Review of your current entity selection, accounting methods and expenses to make sure you are keeping as much of your hard earned money as possible.

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Scheduled Check Ins so that you know when we are meeting, can gather your questions, and don’t get billed every time you have a question.

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Tax Saving and Planning resources so you can find the answers to questions that may be more pressing. You’ll stop wasting time with industry-specific answers from a trusted professional instead of googlable answers that are just plain wrong or incorrect for your industry.

Kocaj Consulting…

Offers packages to support your business

The Entry Level Experience

The Micro Tattoo

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Income Tax Returns

  • Includes business and
  • 1 personal (*additional returns can be added at discounted rate)
N

Personalized Return Review Video

N

Safe Harbor Quarterly Estimated Taxes

N

Annual Tax Planning Tips Presented With Your Tax Return

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Tax Deadline Reminders

These tattoos are often minimalistic and understated, making them a popular choice. The Micro is the entry level experience of working with a professional. This package is designed to empower your business journey and supercharge your growth. It is priced for those that are just starting out and need to be more conservative with their spending yet have outgrown self-preparing your taxes online.

Artist Credit: b.shea vanity

Customized Tax Planning

The Sleeves

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The Micro Package +

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Up to 1 hour Virtual Tax Support*

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30 Min. Annual Tax Planning Virtual Meeting

N

IRS Letter Review**

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1 round of updates to Return

N

Tax Monitoring

N

Registered Agent for LLC

N

Quarterly Check-in Virtual Meetings

N

Quarterly Quickbooks Review

Opportunity to add:

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Bookkeeping Set Up

N

Ongoing Tax Bookkeeping

Named for the increased coverage that has been around for decades and is now considered a classic. This package builds on the outline provided in the Micro Package. It provides guidance and customized tax planning along with opportunities to add services not available in lesser packages.

Artist Credit: Tom Michael

Focused on Financial Outlook

The Bodysuit

N

The Sleeves Package +

N

Custom Quarterly Estimated Payments

N

60 Min. Annual Tax Planning Virtual Meeting

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Tax Support via Phone & Chat

Opportunity to add:

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Bookkeeping Set Up

N

Ongoing Tax Bookkeeping

N

Sales Tax Filings

N

Payroll Assistance

N

Reduced Hourly Rate for Legal Support

Inspired by the Japanese Bodysuit tradition where the artist commits to taking their sleeves and adding chest, back and legs. This is the package for the entrepreneur that wants to focus on the financial outlook of their business. Created for clients who have grown their business and are ready to better understand the tax implications of their business decisions.

Artist Credit: Tom Michael

The All-In Committment

The Works

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The Bodysuit Package +

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Outsourced Finance Department

N

Accounts Receivable

N

Accounts Payable

N

Managerial Bookkeeping

N

Taxes

N

Monthly Check-ins

N

Monthly Quickbooks Review

This is an all-in commitment. You are ready to hand the reins of the business over to our team. This package allows for the most access and customization. Created for the entrepreneur that has grown a successful business and is looking to higher level custom planning such as succession planning, franchising, multiple locations or licensing, The Works provides you with the ability to develop a custom package that utilizes the full legal, tax and finance expertise our team.

Kocaj Consulting…

Supports you from all Levels

We Start With

We start with a tax plan and an outline, to running your business and work with you as you grow, with custom planning such as succession planning, franchising, multiple locations or licensing.

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We Include

All Packages include an annual tax planning meeting, income tax return preparation and review, quarterly estimated taxes and reminders, in addition to ongoing support.

We Support

We support the artist that wants to reignite the passion they once had for their art which may have dimmed due to the “running the business” part of being successful.

Work with Us

Interested in working with us?

Click the link below to sign up on our portal. You'll then go through our 3 step enrollment process:

Next Steps:

Complete the Questionnaire

After you sign up on the portal and select "Yes" to work with us, you’ll fill out a short questionnaire based on your business and needs so we can determine the most effective service for you.

Meet the Tattooed Tax Attorney

Meet with Attorney Margaret Kocajto in a 15-minute call to review the information submitted in your questionnaire and confirm which package would best suit your needs.

Get Started

Let’s goooo! You’ll receive your link to our customized secure portal and and a video walking you through how to navigate the portal, the process of uploading your docs and other tips to set you up for success.