Special Flat Rate for CalBar Connect Members
Build a solid foundation for your law practice by counting on an
advisory relationship with a trusted TBS professional to help you
navigate the complexities of administrative, record-keeping and
financial control activities of your business without hiring expensive
staff or using your own valuable time.
1. Start up Activities
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Identifying the best entity structure from a tax perspective
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Preparing and submitting all required business filings
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Helping you construct your business plan and establishing necessary banking relationships
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Setting up your record keeping system
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Setting up your trust management accounts
2. Office Financial Management
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Time & Billing and Accounts Receivable activities
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Payroll systems and tax remittance
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Income and expense recordkeeping
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Managing pre-paid expense collection and client payments
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Tax preparation
3.Business and Personal Protection Solutions
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Short and long term tax planning strategies
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Monitoring your professional and personal insurance needs and costs
This program is offered through a CALBAR member special, “no surprises” fee of $300/month.
Tax & Business Services is a national division of H&R Block,
staffed by accountants and other professionals, focused on helping
individuals and businesses, such as law firms, manage complex,
year-round compliance, financial oversight, accounting and consulting
needs.