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USD
I will offer proactive tax planning with year round support
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...
Certifié par Fiverr Pro
Brandon a été sélectionné par l'équipe Fiverr Pro pour son expertise.
Certifié pour
Conseil fiscal
comptabilité
À propos de ce service
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
- Kickoff & Discovery We review your goals, prior returns, and business model.
- Custom Tax Plan You'll receive a concise written plan: strategies, substantiation, deadlines, and an action tracker.
- Monitoring & Check-Ins We meet quarterly (plus two ad-hoc sessions) to measure progress, adapt, and capture new opportunities.
- Year-End Filing In Standard and Premium, we prepare and e-file the included tax return(s).
- Wrap-Up Post-filing summary, next-year opportunities, and a carryforward action list.
Meeting cadence
- 4× 30-minute quarterly reviews
- 2× 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.
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Objectif de planification fiscale:
Minimisation
•
Conformité
Type d'entité:
Particulier
•
Société
Pays cible:
États-Unis - Ohio
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FAQ
What exactly is a “quick check-in" email?
A short, targeted question that we can answer quickly (think: “Does this expense qualify?” or “Which box on this 1099?”). New strategy design, document reviews, or scenario analysis belong in meetings. Standard includes 10, Premium 15 per year, with typical 2-business-day response time.
What returns are included?
Standard: ONE return — your personal 1040 or ONE business entity (1120-S/1065/Schedule C) with single-state filing. Premium: Both your personal 1040 and ONE business entity return (single-state). Multi-state, multiple entities, and specialty forms can be quoted as add-ons.
Do I need bookkeeping software?
It’s strongly recommended. QuickBooks Online (or another cloud system) speeds analysis and filing. If you don’t have it, we can work from clean, finalized financials; cleanup/bookkeeping are available as add-ons.
Can I upgrade later?
Yes—credits are prorated based on work completed to date. Ask and we’ll map the simplest path.
How are meetings scheduled?
Through our calendar link. You’ll have access after purchase and onboarding. We recommend booking the quarterly sessions at kickoff to reserve your preferred times.
What if my situation changes mid-year?
Great—tell us. We’ll evaluate impacts and adjust the plan in your next review (or via a quick check-in if it’s minor).
What’s not included?
Amended returns, audit/notice representation, foreign disclosures (FBAR/8938/5471/3520, etc.), complex equity comp modeling, cost seg studies, or R&D studies—available separately.
How do you handle security and documents?
All documents and e-signatures flow through TaxDome (secure client portal). We do not request SSNs or sensitive data over email.
What if I have two business entities?
This gig covers one. We’ll quote a streamlined add-on for additional entities or multi-state filings.
