01 current and future product updates

Progression Rates

TAX PLANNER 

100%

TAX SAVINGS PLAN 

100%

  MORTGAGE RELATIONSHIP 

100%

STATEMENT OF WORK

100%

ENTITY CLASSIFICATION PACKAGE

87%

DYNAMIC TAX ADVISORY PLAN

70%

MANAGED SERVICES

97%

DYNAMIC TAX RETURN 

65%

TAX PLANNER AND BOOKKEEPING INTEGRATION

60%

 

02 TIMELINE

JANUARY 2020 - LAUNCHED

TAX PLANNER 

The Tax Planner provides clients information regarding their projected tax liabilities, breakdowns of income sources, and tax savings suggestions based on their own current situation 

JANUARY 2020 - LAUNCHED

TAX SAVINGS PLAN

Our Tax Savings Plan is a deliverable the client receives after 30 days, summarizing information that was discussed during their first month with us. This includes information about their current projected liability, savings strategies and information pertinent to their industry and state.

JANUARY 2020 - LAUNCHED

MORTGAGE RELATIONSHIP

1-800Accountant has partnered up with Intercap Lending to provide clients who may benefit from mortage refinancing or consolidation of debt. Consultations are included at no additional charge for all

1-800Accountant clients.

FEBRUARY 2020 -

LAUNCHED

STATEMENT OF WORK

Our Statement of Work is a dynamic document that is presented to the client which summarizes the services they have with us, our approach, and an initial anticipated timeline for their dynamic advisory plan. 

LATE MARCH 2020 -

87% YTD COMPLETION

ENTITY CLASSIFICATION PACKAGE

After discussion with their advisor, if the client benefits from an entity classification such as an S Corporation or C Corporation, they will be provided with a customized package which contains the prepared government forms as well as other information they should know about.

 

This information will vary based on the type of entity that the client elects.

APRIL 2020 -

70% YTD COMPLETION

DYNAMIC TAX ADVISORY PLAN

There is no one size fits all for advisory. The advise and compliance needed between one industry or state may be different for another. Our advisory shifts based on a minimum of 61,047 possible combinations. The advisor also has the ability to adjust as necessary. 

APRIL 2020 - 

97% YTD COMPLETION

MANAGED SERVICES

Our managed services is offered complimentary, for clients who have multiple services with us. If a client has advisory along with another service such as payroll or bookkeeping, they will automatically get a Customer Success Manager (or CSM) as a primary point of contact. 

JUNE 2020 -

65% YTD COMPLETION

DYNAMIC TAX RETURN

Tax Advisory clients will be presented with a drafted tax return that they can see at all times. This tax return will be for discussion purposes with their Tax Advisor. 

JULY 2020 - 

60% YTD COMPLETION

TAX PLANNER AND BOOKKEEPING INTEGRATION

We are integrating our tax planner and bookkeeping software to provide real time tax liability projections and suggestions. As the client updates their books, their projected tax liability gets updated in real time. 

 
 
 
CONTACT

Got a question? Let me know!

Elliot Gajadhar, CPA 

egajadhar@1800accountant.com 

929-477-6923