Bottom Line Tax Services, LLC

Bottom Line Tax Services, LLC now presents itself as Bottom Line Tax Advisors and sells a planning system called TaxOS. The service looks ahead rather than back, aiming to cut tax legally and remove surprises for people whose income swings from month to month.

Products and services

• Tax reduction blueprint: a one-to-one review of income structure, missed deductions, entity choice and cash-flow gaps.
• Year-round implementation: the firm puts the strategy in place and adjusts it as income changes.
• Quarterly tax calculations: automated estimates based on actual income and current tax law.
• Bookkeeping and cloud accounting: earlier services included bookkeeping, cloud accounts and QuickBooks training.
• Business strategy: planning programmes such as Profit First banking and the Lifeplan Growth Program.

Who it serves

The current service targets commission-based professionals and owners of service businesses. Earlier material describes helping hundreds of contractors over 20 years.

Key facts

• Experience: 20 years
• Main product: TaxOS proactive tax system