Comprehensive tax planning, retirement planning and projections that all tie in and work together with your tax return.
*We do not make commission or sell retirement products for a profit
We encourage businesses to implement an Accountable Plan.
Accountable plans allow owners or shareholders to turn in expense reports for home office use, mileage, cell phone, internet, meals, and travel.
Accountable plans are required by the IRS if you want to reimburse yourself and employ
The Modern Health Savings Account
Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today.
Don't get caught off guard!
We have PROACTIVE solutions to help you stay protected.
Rent Your Home to Your Corporation.
You can legally rent your home to your corporation or anyone for that matter.
The law states you can rent your home less than 15 days/year, which means up to 14 days of rent-free payments.
Consider forming a corporation.
Not one size fits all. LLC's DO NOT save on taxes!!!
Click the button below to see pricing and plans for entity types.
For advanced and/or stacked entity formations please call.