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Year-End Tax Preparation Package: What You Get
$500 Complete Package
Comprehensive year-end review and strategy session designed specifically for small business owners who want clarity and control.
10-Year IRS History Review
We pull and analyze your complete IRS filing history to identify potential issues, missed opportunities, and areas of concern.
Proactive Strategy Consultation
One-on-one session to discuss findings, review your current tax posture, and develop an actionable plan for year-end and beyond.
This isn't a generic tax prep service. This is a strategic engagement designed to give you complete visibility into your tax situation before the year closes. You'll walk away knowing exactly where you stand with the IRS, what risks exist in your past filings, and what moves you can make right now to improve your position.
Special offer for early action: Book before December 1st, and if you retain our firm for next year's tax preparation, your entire $500 package fee will be credited toward that service. You get the strategic advantage of year-end planning with zero net cost if you continue working with us.
The 10-year IRS history review is particularly valuable. Most business owners have no idea what the IRS has on file about them. We've found issues in past returns that clients didn't know existed—issues that could have become serious problems if left unaddressed. This review gives you the opportunity to identify and correct potential red flags before they trigger an audit or penalty.
Is Your Business Ready for Year-End—Or Just Hoping for the Best?
Most small business owners wait until January to think about taxes. By then, the year is closed, opportunities are missed, and you're left reacting instead of planning. The question isn't whether you'll file your taxes—it's whether you'll file them strategically.
Year-end tax planning isn't about last-minute scrambling. It's about knowing where you stand, understanding what the IRS already knows about you, and making informed decisions before the calendar flips. The difference between a proactive approach and a reactive one can mean thousands of dollars and significantly less stress.
We've worked with hundreds of small business owners who thought they had their tax situation under control—until they didn't. The businesses that thrive aren't necessarily the ones making the most money. They're the ones who understand their tax posture, anticipate issues before they become problems, and make strategic moves while there's still time to act.
Why This Matters for Your Business
Know Your Risk Profile
The IRS doesn't forget. Every return you've filed is part of your permanent record. Understanding what's in your history—and what might raise questions—gives you the power to address issues proactively rather than defensively.
We've seen businesses blindsided by notices about returns filed five or six years ago. By the time they respond, penalties have compounded and options are limited. A historical review eliminates surprises.
Make Strategic Year-End Moves
The weeks before December 31st represent your last window to influence your current tax year. Strategic purchases, timing of income and expenses, retirement contributions—these decisions can significantly impact your tax liability, but only if you make them before the year closes.
Without understanding your full picture, you're making these decisions in the dark. Our strategy consultation ensures every move you make is informed and intentional.
Clarity is worth more than you might think. When you know exactly where you stand—when you understand your risks, your opportunities, and your options—you make better business decisions. You sleep better. You operate from a position of confidence instead of uncertainty.
This package isn't about promising specific outcomes or guaranteeing tax savings. It's about giving you complete transparency into your tax situation and the knowledge you need to make smart decisions. Some clients discover they're in great shape and just need minor adjustments. Others find issues that require immediate attention. Either way, you'll know—and knowing is what matters.
Schedule Your Year-End Review Today
01
Book Before December 1st
Secure your spot and lock in the fee credit offer for next year's tax preparation service.
02
We Pull Your IRS History
Our team requests and analyzes your complete 10-year filing record to identify issues and opportunities.
03
Strategy Session
Meet with us to review findings and develop your customized year-end action plan.
04
Execute With Confidence
Make informed decisions knowing exactly where you stand and what moves will serve your business best.
Time is the one resource you can't get back. Every day that passes between now and December 31st is one less day you have to act on what you learn. The business owners who schedule early get the most value—they have time to implement recommendations and make strategic adjustments before the year closes.
Don't enter next year wondering if you missed something important. Get ahead of your tax responsibilities now, while you still have options. Book your year-end review, understand your complete tax picture, and make decisions from a position of knowledge and confidence.

DONALD MORGAN
Managing Director
www.iWealthTax.com
2610 N Pines Rd, Suite I
Spokane Valley, WA 99206
returns@iWealthTax.com
509-204-5588 | Fax 509-931-1077
The calendar doesn't wait. Neither should you. Contact us today to schedule your year-end tax preparation package and take control of your tax situation before it's too late.