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Lowering taxes increases profitability and grows wealth. Unlike other tax-related services and solutions, at Finance Cape we’re committed to working with you personally to proactively develop a plan to minimize your tax burden and maximize your success.

Tax Blueprint ®

After a simple 15-30 minute no obligation assessment, we’ll determine if we can substantially reduce your tax burden. If so, we will develop a tax savings plan utilizing our exclusive Tax Blueprint®. The Tax Blueprint® provides a clear tax reduction plan that is customized specifically to you and your business.

Sources of tax savings, along with implementation plans, are highlighted and summarized so you can be confident that the savings are real. You can expect that the total reduction of your taxes will be substantially higher than the cost of the service itself. This is backed up by our 2X savings guarantee. That means you’ll never pay more than half of what we save you in tax savings. It doesn’t get easier than that.

Fractional Family Office ™

Take the financial performance of your company to the next level. Get all the benefits of a seasoned CFO/COO to help guide financial decision-making at a fraction of the cost of a full-time executive resource.

THIS SOLUTION INCLUDES:
  • A professional resource dedicated to your team
  • Strategic financial modeling, reports, and analysis of your business using the latest computer-based tools and methods
  • Common sense recommendations on how to improve financial performance of your company
  • Monthly meetings to review the latest reports, analysis, and recommendations to maximize financial performance
  • Access to a trusted financial expert who understands you and your business

This offering is designed to work as a standalone solution or in direct coordination with the Tax Operating System® and related Bookkeeping with Purpose®; solutions. In addition, it requires a 12-month subscription that can be cancelled anytime with a 60-day notice.

Exit Planning

Selling a business is both exciting and stressful. If the transaction isn’t structured appropriately it can also be one of the biggest tax events of your lifetime. With exit planning assistance from Finance Cape we can help advise and instruct you on how to avoid costly mistakes so you can keep more of what you earn.

OUR SOLUTION INCLUDES:
  • A confidential one-on-one assessment with one of our tax planning specialists to understand the details of the sale.
  • A customized set of practical recommended tax reduction strategies that are designed to meet the needs of your situation.
  • Assistance implementing the strategies so you can ensure you’re not unnecessarily “leaving money on the table.”

This offering is designed to work in direct coordination with the Tax Operating System® and related Bookkeeping with Purpose®; solutions. We offer exit planning as a free service for all Finance Cape clients who are enrolled in both a tax and wealth solution.

If you are not a Finance Cape client, or only enrolled in one of our solutions, then we charge a consulting fee for this offering.

Tax Operating System®

With the Tax Operating System® you can choose the level that works best for you. Designed to fit any budget and circumstance, our exclusive suite of solutions enable implementation of the Tax Blueprint® to help you save money.

Regardless of which solution you select, you can count on access to our advisors, annual tax planning assistance, ongoing newsletter, and educational materials.

SOLUTIONS INCLUDE:

Advisory

You are provided with direct access to our certified tax advisors to review questions, scenarios, and changes to your business and personal life as it relates to the plan. Our Certified Tax Masters® will provide you with the guidance, recommendations, and support to ensure your tax savings are maximized. This service is $95 per month and can be cancelled at any time.

Additionally, the advisory solution includes optional setup of IRS support documentation and business structure filings to enable you to implement your Tax Blueprint® with confidence. This requires a one-time $995 fee.

Advisory & Tax Preparation

In addition to the advisory solution, we also offer our clients timely tax preparation services, IRS representation and IRS audit protection. We also manage setup of all IRS support documentation and business structure filings. Based on the complexity of your business, this service is offered at $200 – $350 per month and the $995 setup fee is waived.

Bookkeeping with Purpose®

Beyond the benefits of the advisory and tax preparation solutions, we also help you implement all recommended tax strategies with our complete bookkeeping and payroll services. Our proprietary Bookkeeping with Purpose® methodology ensures you are achieving the tax savings from your Tax Blueprint® and that every expense is appropriately accounted for in relation to your Tax Blueprint®. We work closely with you to keep your books current and accurate. We are proactively engaged in your business, continually focused on your goals of cost savings, wealth building, increasing profit and retirement savings, and presenting other unique profit opportunities.

This solution also includes powerful and actionable business intelligence reports that highlight performance insights on your operation and finances.

Not only does Bookkeeping with Purpose® reduce the headache of having to manage your books and payroll – it also provides you with the confidence that everything is being managed appropriately to reduce your tax burden. This service is offered starting at $395 per month and may increase based on the size and complexity of your business.