This is an all-in commitment. This package is for the entrepreneur who has grown a successful business with more than $300,000 in revenue and wants to get back to their passion.
Works Hand-In-Hand With You
This is not a “one and done” tax preparation process. We work hand-in-hand with you to build and execute a tax and legal plan designed for you and your creative business.
You’ll be supported through the entire process of a tax plan and preparation that maximizes your profits, minimizes your risk, and helps you feel confident in the artistry and the finances of your business.
We understand how it feels to be unseen by the traditional business community- the stuffy suits. These Suits have the crazy idea that a creative person can’t run a 6 figure business successfully. A stereotypical tax professional doesn’t understand the artistry of your business and how to turn that artistry into profit.
I love tax, business and law so I have spent years perfecting my craft.
Much like a painter understands how style, composition and perspective are used to make a masterpiece, I understand how tax law mixes with business law and finances to increase your profit. My work isn’t glamorous enough for instagram photos, but a beautiful tax return is a work of art.
Offers packages to support your business
The All In Committment
The Sleeves Package +
Custom Quarterly Estimated Payments
60 Min. Annual Tax Planning Virtual Meeting
Tax Support via Phone & Chat
Opportunity to add:
Bookkeeping Set Up
Ongoing Tax Bookkeeping
Sales Tax Filings
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
Your Package Includes…
Benefits That Supports Your Success
Income Tax Preparation
Our team is committed to keeping up with all the latest changes to the tax laws. Rest assured your personal and business income tax returns are prepared accurately.
We will send links for you to schedule check ins through out the year so that we can discuss all those burning questions that come up through out the year.
We will deliver a tax strategy to make sure you are reaching your full potential. Depending on the package selected this may be via the portal, via video or in person.
Tax Saving and Planning resource Library
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
So you don’t have to wonder about next steps if a letter or audit is on the horizon. At Kocaj Consulting, 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.
So you aren’t faced with unexpected penalties at the end of the year.
IRS Letter Review
We will review your tax letters and explain what you need to do to respond. If you would like our firm to respond on your behalf, a charge may be incurred.
Registered Agent Services
Provided for our NC Clients, we will receive all legal notifications and ensure delivery compliance as well as maintain secure online document access for your business.
Annual Report Filing
We will file your state required annual report so you never need to wonder if it has been done. * state imposed filing fee NOT included and will be charged in a separate invoice.
We will review your financial records to provide insight on How much you can pay yourself based on the facts of what the business can afford (not just what your bank balance shows), How your business is growing, How you are tracking against Key Performance Indicators, Whether or not you can afford to hire an employee and/or
What kind of investments you can be prepared to make in the future
24/7 Access Secure Cloud Portal to Gather Organize and Sign Tax documents
Whether you need late-night access to your tax documents or the ability to sign a tax return while vacationing with your family, our secure cloud portal is available at your fingertips right from your smartphone.
Video & Screencast Communication
We are technology-focused and offer advanced tools to communicate both effectively and efficiently including secure video conferencing and screencast video sharing.
Kocaj Consulting Gets....
A Lot of Love from Our Clients
"We found thousands in savings from their expertise!"
I absolutely love the way Margaret Kocaj has handled my small business taxes. My wife and I are knowledgeable but using Kocaj consulting we found thousands in savings from their expertise! Margaret's personality is only eclipsed by her intelligence and ability to help people like us! Highly recommend!!!
- M. Foley
"I will always be so grateful for her patience"
"Honestly Kocaj Consulting is why I've even had a business for as long as I have. She's been with me every step and helped with so much, and has been the biggest support during my time as an LLC. I will always be so grateful for her patience and willingness to get me where I need to be to run my business best."
- E. McGuire
"She is PURE MAGIC and the best investment we have made!"
"She makes it super easy for us to understand it and she takes care of everything. She is SOOO fun and isn't the normal super boring tax person! She is PURE MAGIC and the best investment we have made in our business."
- D. Robinson
Interested in working with me?
Click the link below to sign up on our portal. You’ll then go through our 3 step enrollment process:
How to Enroll:
Complete the Questionnaire
After you sign up on the portal and selct “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 with Margaret in a 15-minute call to answer any questions so you are ready to work with us!
Let’s get started! You’ll receive your link to our customized portal and schedule a call to review the process of sending your information, how to use the portal and confirm expectations to set you up for success.