We Recommend…

The Sleeves

Suggested for established businesses with $100,000+ in revenue. More than just an outline, this package provides personalized guidance and customized tax planning.

Kocaj Consulting…

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.

Kocaj Consulting…

Offers packages to support your business

Customized Tax Planning

The Sleeves

N

The Micro Package +

N

Up to 1 hour Virtual Tax Support*

N

30 Min. Annual Tax Planning Virtual Meeting

N

IRS Letter Review**

N

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:

N

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

Investment:

$4400/Year

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.

Check Ins

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.

Tax Strategy

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

Tax Monitoring

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.

Estimated Payments

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.

Scheduled Quarterly Quickbooks Review

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.

Quickbooks Review

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

 

Enroll Now

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 Margaret

Meet with Margaret in a 15-minute call to answer any questions so you are ready to work with us!

Get Started

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.