Scaling Quickly? Don’t Let Taxes or Financial Confusion Hold You Back.
Running a growing business is no small feat — and as revenue rises, so do the risks, responsibilities, and missed opportunities.
Here’s where businesses between $500K and $1M often hit roadblocks:
- You’re not sure if your CPA is actively helping you save on taxes — or just filing forms
- You lack real-time financial data to guide your decisions confidently
- Your current structure may not be the most tax-efficient anymore
- You're unsure where your cash is going or how strong your margins really are
- You need more than compliance — you need strategy
Imagine having a CPA team that thinks ahead, guides your growth, and helps you lead with numbers that make sense.
That’s what the Tax & Profit Optimization Business Package is all about.
This Package Is a Great Fit If You…
- Generate between $500K and $1M in annual revenue
- Want clearer visibility into profits, cash flow, and taxes
- Are ready to make smarter decisions with expert insights
- Need CFO-level strategy without hiring full-time staff
- Are done settling for last-minute, reactive accounting advice
“Best of the best. Our experience has been amazing. Attention to detail and focus on what your company needs the most. We highly recommend working with them.”
— Cristina Betancur, Pure Cad Design LLC
What You Get with the Tax & Profit Optimization Business Package
1. Advanced Tax Strategy & Entity Structuring
Get proactive, not reactive — and legally reduce your tax burden.
- Two Strategic Tax Planning Sessions per Year
Tailored sessions to review your numbers, uncover deductions, and plan ahead.
- Comprehensive Tax Strategy Plan
A clear, forward-looking roadmap to help you save as you scale.
- Entity Optimization & S Corp Strategy
We’ll make sure your structure is aligned for tax efficiency and compliance.
- Industry-Specific Tax Breaks
Access deductions and credits designed for your niche or business model.
- Integrated Retirement & Wealth Planning
Build personal wealth and reduce taxes with input from both CPAs and financial advisors.
2. CFO-Level Accounting, Reports & Cash Flow Tools
Lead with confidence using financial insights that actually make sense.
- Monthly Financial Reports
Accurate, timely data that tells the story behind your revenue and expenses.
- Quarterly Strategy Calls with a CFO Advisor
Review key metrics, margins, and growth goals on a consistent basis.
- Direct Access to an Accounting Pro
Need help fast? We’re here to answer your questions — no ticket system.
- Tailored QuickBooks Setup & Integration
We configure everything to match your business — no messy spreadsheets required.
- Audit-Ready Systems
Stay organized, reduce risk, and sleep easier come tax season.
- Multi-State Tax Support (if needed)
Operate across state lines? We’ve got your compliance covered.
3. Full-Service Tax Filing & Coordination
No more last-minute panic — just smart, on-time filing.
- Personal Tax Return (Business Included)
We handle it all, including Schedule E or K-1, with everything working in sync.
- S Corporation Return
Your S Corp filing is fully prepped, accurate, and aligned with your structure.
- Filing Calendar & Payment Schedule
You’ll know exactly what’s due, when — no surprises or scrambles.
4. Strategic Advisory + Year-Round Support
We’re here when you need us — not just in April.
- Unlimited Email Support
Ask questions, get quick answers — whenever something pops up.
- Resource Library Access
Templates, checklists, and tools made for growth-stage CEOs.
- Quarterly “Profit & Growth” Masterclasses
Live sessions with Salim Omar, CPA, covering growth, tax, and leadership insights.
Here’s What Happens After You Sign Up
Week 1
- Welcome call + access to QuickBooks
- Initial tax review and entity deep dive
Week 2–4
- Strategic planning session + system setup
- Entity optimization and QuickBooks fully configured
Month 1+
- Ongoing reports, coaching, and tax-saving moves
Fast-Action Bonus — Pick One Gift
If You Sign Up Within 72 Hours
Done-for-You LLC Formation
We’ll handle the setup and paperwork for your next venture — just pay the state fee.
Lifetime QuickBooks Subscription
We cover your Simple Start license as long as you’re with us.
Private 1-on-1 Tax Strategy Session
Go deeper into your specific situation and uncover untapped savings.
What This Means for You
- You stop guessing and start making confident financial decisions
- Your reports are clear, your taxes are planned, and your strategy is strong
- You finally have a proactive team helping you grow — not just file
Our Risk-Free Growth Guarantee
Try us out for 30 days. If you're not completely confident in the value of this package, we’ll either fix it — or credit the full amount toward a service that fits better.
There’s nothing to lose — and a whole lot of savings to gain.
Limited Spots Available
We only take 10 new clients per month in this tier. If we’re full, we’ll hold your spot for the next month — no stress.
Why Founders Love This Package
Your CPA is a real partner, not just a form-filler
Tax planning happens year-round, not once a year
You finally understand your numbers — and use them to grow
You’re scaling smart, not just scaling fast
FAQ: You’ve Got Questions? We’ve Got You.
What Clients Say
Straight Talk CPAs helped me fix a mess my old accountant left behind. They’re the best investment I made in my business.
Paul Senat
FLP Support Services Inc.
Great team, very thorough and easy to talk to. Answered all my questions and concerns!
Fareen Jiwani
Farfar LLC
Ready to Gain Clarity, Control & Tax Savings?
We’ll help you take your business further — with strategy, structure, and support that grows as you do.
