WHY CHOOSE MODEWEALTH?
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Modewealth is a full service finance company. We help you to save money and build wealth. We offer services for bookkeeping, CPA services, tax strategy, and financial advising. You pay one low monthly rate and we take care of it all for you. We give you the peace of mind with your finances so that you can work on growing your business.
Tax Office Suite Packages For Small Businesses
Academy
Truly everything you need to do your own tax planning and implementation to save money on your taxes.
- Individualized Tax Plan
- Tax Office Suite University Portal
- Specific Instructions for each strategies implementation with walk-throughs
- All documents needed for implementation
- Suggestions for vendors based on suitability
- Discounted tax preparation through our provider network
Implementation
Many companies say they can implement for you but don’t tell you about the hidden costs for them to actually provide done-for-you services.
- Individualized Tax Plan
- Tax Office Suite University Portal
- Implementation of strategies in your Individualized Tax Plan
- Includes Bookkeeping
- Includes Payroll as is needed for said strategies
Complete
- Individualized Tax Plan
- Tax Office Suite University Portal
- Implementation of strategies in your Individualized Tax Plan
- Includes Bookkeeping
- Includes Payroll as is needed for said strategies
- Living Tax Plan (Annual tax Planning tools)
- Living Wealth Plan (Annual Wealth Planning Tools)
- Tax Preparation Included for Business and Personal
FULL SERVICE
Financial Planning
Strategy
A strategy is a proactive approach to saving money without changing your lifestyle. It means looking at your situation and determining moral, legal, and ethical ways to keep more in your pocket.
At Modewealth, we go beyond your CPA, or Wealth Advisor Experience to create a personal Cash Flow Optics Report designed to give you a blueprint toward your next best financial decision.
TAX
Once a strategy is created specifically for you, a plan is only as good as your ability to understand and implement it based on the current financial and regulatory environment. We have a team of specialized CPAs and wealth advisors whos primary role is helping you achieve the strategies determined to help you reach your goals.
Whether it be current cash flow needs, or future retirement creation or tax efficiency, Modewealth will help you get it done.
WEALTH
Once the strategy is created, and implementation of your strategy is complete, optics are how you monitor your progress and adapt in an ever-changing financial and regulatory environment.
Modewealth has a combination of several Cash Flow Optics tools to help you in any personal and/or business growth stage. You can’t reach your goals without understanding exactly where the goal line is and the plays it will take to get you there.
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