Income taxes are one of the largest expenses you’ll pay in your lifetime. Let's make sure you’re saving money, you’re compliant, and you actually understand what's happening. Tax preparation is offered in the Compliance package or to Collaborators.

• Annual federal, state, and local income tax preparation and e-filing 

• Clear plain-language income tax walkthrough

• For touring entities and folks working across multiple states: nexus analysis and multi-state income allocation

• Self-employment and safe-harbour quarterly estimated tax calculation

• IRS and state tax support for notices, inquiries, or audits for returns we work on together

Every minute you’re categorizing transactions is time away from your thing. Let me set you up for efficiency and give you clarity into your business’s financial picture. Ongoing services offered at the Collaborator level, but a la carte QBO set up and clean up is also available.

• Accounting chaos triage and cleanup services

• Cloud-based bookkeeping and financial tracking

• Customized chart of accounts and tailored accounting system for your creative business

• Monthly, quarterly, periodic, or annual bookkeeping depending on your needs

• Payroll support, 1099 contractor support, and annual S-Corp salary calculation

Get out ahead of the tax man - ongoing, dynamic planning designed for tax efficiency. For folks in the Collaborator package - we’ll work together throughout the year to maximize savings, a la carte tax planning also available as needed.

• Strategic, cash flow efficient tax estimates and withholding

• Tax efficient retirement account advice (SEP, Solo 401k, etc)

• Synergistic passthrough entity and individual strategies

• Major purchase advisory and support (equipment, real estate, vehicles)

• Coordination with your professional team - manager, attorney, financial advisor

Formation support, entity compliance, and business management for your LLC, loan out company, or project entity. We can work together as needed in the Consultant package, or I can provide ongoing support for your creative business in the Collaborator package.

• Entity selection “ask your accountant” guidance

• S-corp reasonable compensation analysis

• Tracking and supporting annual state and local compliance obligations 

• Proactive loan-out company tax strategy, PTE elections, and retirement account strategy

• Dissolution, sale, combination, and termination support

From production incentives and financing plans to budgets, breakdowns, and grant applications, let’s work together to get your film or creative project planned, financed, and executed. Specialized production services offered in the Consultant package on a project-by-project basis.

• Production incentive strategy and application management 

• Production and project accounting clean-up and reconciliation

• Limited independent film financial advisory

• Grant and lab application review and strategy for artistic projects, unscripted, and scripted projects.

For “ask your accountant” questions, specific, high-stakes challenges, projects, or queries. For folks that aren’t on the Collaborator plan or need limited consulting and advisory support from the Consultant package.

• Household tax projections, large purchase / sale modeling

• Loan-out corporation formation and strategy

• Business support for artists, translating contract terms, tax law, and accounting issues as needed

• Other accounting, finance, and tax issues and advice