The Triple Threat Review
Limited Time Only: $1,500 Value for $950
1
QuickBooks Online Discovery Review
A profesisonal review of your bookkeeping system to identify inconsistencies or areas for improvement, including:
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Profit & Loss Statement
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Balance Sheet
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Reconciliations
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Chart of Accounts
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Uncleared Transactions
Note: This service includes review and analysis only. Any corrections or bookkeeping updates will be handled as a separate engagement.
2
7-Year Tax Return Transcript
Using IRS transcripts obtained through Power Attorney, Prosper Financials will analyze your tax history to identify potential issues and opportunities, including:
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Filed and Unfiled Tax Returns
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Wage and Income Summaries
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Account Transcripts
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Penalty Abatement Opportunities
You will receive a clear report outlining findings and recommended next steps.
3
Business Structure Analysis
Ensure your business structure is working for you, not against you. This review evaluates whether your business is best structured as a Schedule C or S-Corporation including:
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Entity Structure Analysis
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Tax Efficiency Considerations
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Long-Term Financial Impact
Reasonable Salary Review (For S-Corps)
One-Hour Consultation & Review Call
For S-Corporation owners, we assess whether your salary meets IRS reasonable compensation guidelines to help reduce audit risk.
Your audit concludes with a personalized consultation where we walk through the findings, answer questions, and discuss practical next steps for strengthening your financial foundation.
*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.
