Advisory and Business Services

Scope of Services

Scope of Advisory Services

Businesses require sophisticated accounting, tax, and management systems and on-call consulting services. Our approach is to be accessible and sensitive to the needs of our business clients as we help them respond to their changing needs and to the changing tax laws that affect them.

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Business Problem Solving

As you start your business, we can help you select the proper organizational structure and secure adequate financing

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Record keeping and Reports

If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs

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Financial Statements and Audits

If you need financial statements, we can prepare compilation, review, or audited statements.

Financial Services

→ More info…

Payroll Services

→ More info…

Legal Documents

→ More info…

Do you have tax and financial questions and are not sure where to find answers that you can trust?

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Clients Don’t Buy Hours, We Don’t Sell Time.

Clients Buy Knowledge, Clients Pay For Value.

-Robert Hockensmith CPA, EA

We have separated the advisory portion of the practice, from the accounting, bookkeeping, tax preparation and tax resolution services.  We are now offering five levels of Advisory Plans (see table below).

 

Advisory Services – Subscription Plans 

These reduced rates are not available from January 1st to April 15th.

BRONZE

Advisory Services Subscription

$250/yr

  • Only available for current tax client individuals
  • Limited informal, non-appointment communication
  • Up to 1 hour of services per year, to include texts, emails, virtual or phone calls.
  • Each text, email or question is counted as a 15 minute block.
  • This is a worth a $300 value

Bronze yearly payment $250

SILVER

Advisory Services Subscription

$295/yr

  • Includes everything in the BRONZE plan
  • Plus responses to non audit related IRS, Department of Revenue, or Department of Economic Security written notices. (1 notice per year)
  • This is a worth a $550 value

Silver yearly payment $295

GOLD

Advisory Services Subscription

$495/yr

  • Includes everything in the SILVER plan
  • Plus up to 1 hour of  advisory services (either on the phone, virtual or in person)
  • This is a worth a $895 value

Gold yearly payment $495

PLATINUM

Advisory Services Subscription

$725/yr

  • Includes everything in the GOLD plan
  • Plus up to 1 hour of business consulting (either on the phone, virtual or in person)
  • This is a worth a $1,100 value

Platinum yearly payment $695

COPPER PLAN

Advisory Services Consultation

$300/1HR

  • Only available for NON-CURRENT clients (New Clients Only)
  • Limited informal, non-appointment communication
  • Up to 1 hour of services per year, to include texts, emails, virtual or phone calls.
  • Get a free copy of my book, 52 Ways To Outsmart The IRS (This is a $25 value, that may save you thousands of dollars)
  • Each text, email or question is counted as a 15 minute block.

NOTE:  A non-current client is someone who has not purchased any services during the last 12 months

1-Hour Consultation payment $300

Each subscription service is offered on an annual, non-refundable, and auto-renewable basis.  The yearly contract automatically renews each year, unless canceled in writing. You can cancel at any time, and only be responsible for the remaining balance until the end of your year, when the contract expires.

Advisory Clients do not lose any year-end credit on their accounts unless they are no longer clients. All Advisory clients that have an open credit at year-end will only pay the difference between what they have in credit, at year-end, and the balance needed to bring the client to the same plan they have currently. For example, if you have a Platinum plan ($725 current price), and you have $300 unused, in January, we will charge your Advisory plan only an additional $425, rather than the full amount of $725. This is as of January 1, 2023, and is subject to change

Usually, to speak to a CPA (especially during tax season) you can wait for days to receive an answer. Even then, you pay hundreds of dollars when you finally do get an appointment. For less than a dollar a day, you will have access to a CPA and receive specific advice regarding your questions, all year long.

To sign up for the program, simply complete the attached credit/debit card authorization form, or you can call us with the information, and let us know which service plan you are interested in (individual or business). We will process your payments on the 10th  day of each month.

What are you waiting for?  Sign up today!

To see a list of services offered please download our Services form.

To fill out the authorization form and enroll in this program please download our Credit Card Authorization Form and email it to [email protected] or mail to the address located on the top of the form.

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Mr. Hockensmith has been a guest newscaster for national and local TV stations in Phoenix since 1995, broadcasting financial and tax topics to the general pubic. He has written tax and accounting articles for both national and local newspapers and professional journals. He has been a public speaker nationally and locally on tax, accounting, financial planning and economics since 1992. He was a Disaster Reservist at the Federal Emergency Management Agency, for many years after his military service. He served as a Colonel with the US Army, retiring from military service after 36 years in 2008. Early in his accounting career, he was a Accountant and Consultant with Arthur Andersen CPA’s and Ernst & Young CPA’s.

Build strategies, build confidence, build your business.

We are ready to do business with you

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Tel: (602) 264-9331 (24x7)

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Address:

3404 West Cheryl Drive
Suite A-170
Phoenix, AZ, 85051

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Clients Don’t Buy Hours, We Don’t Sell Time.

Clients Buy Knowledge, Clients Pay For Value.©

-Robert Hockensmith CPA, EA

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