I will offer proactive tax planning with year round support

Sommige informatie wordt in het Engels weergegeven.

Vetted Pro

Verenigde Staten

Ik spreek Engels

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Expert CPA helping businesses stay compliant, profitable and organized

I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
Gescreend door Fiverr Pro

Brandon is geselecteerd door het team van Fiverr Pro vanwege diens expertise.

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  • Accounting

  • Belastingadvies

Over deze dienst

Vetted Pro

One vision, one guide, maximum return: a strategic, year-round tax plan paired with timely, accurate filing.


This service blends proactive tax planning with hands-on monitoring and (in Standard/Premium) return preparation so you're not just getting ideas, you're getting implementation and accountability.


How it works

  1. Kickoff & Discovery We review your goals, prior returns, and business model.
  2. Custom Tax Plan You'll receive a concise written plan: strategies, substantiation, deadlines, and an action tracker.
  3. Monitoring & Check-Ins We meet quarterly (plus two ad-hoc sessions) to measure progress, adapt, and capture new opportunities.
  4. Year-End Filing In Standard and Premium, we prepare and e-file the included tax return(s).
  5. Wrap-Up Post-filing summary, next-year opportunities, and a carryforward action list.


Meeting cadence

  • 30-minute quarterly reviews
  • 30-minute ad-hoc sessions (client-driven topics)
  • Standard/Premium include email quick check-ins for simple questions between meetings.


Who this is for

Owners who want measurable tax savings, clean execution, and a single accountable partner for planning and filing.

Doelstelling fiscale planning:

Minimalisering

Compliance

Type entiteit:

Particulier

Bedrijf

Doelland:

US - Ohio

Branche:

Zakelijke dienstverlening en consulting

E-commerce

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