Business & Tax Advising

Each new monthly client of ChaNJe Money Matters LLC is provided with a business and tax assessment that gives us insight into your business and allows us to provide you with strategic business and tax planning techniques to increase both your cash flow and your bottom line. Our assessment includes:

  • Review of past tax returns to assess potential refunds.
  • Assessment of business systems, current financials and record keeping determining tax planning advantages and providing detailed tax projections.
  • Evaluation and recommendations regarding corporate structure that enable the business owner to take money out of the company in the most tax effective way.
  • Determination of the most advantageous owner compensation plan.

Ongoing monthly clients are provided with an annual review that ensures they continue to receive the maximum benefits from business and tax planning.


Simple individuals (no schedules)- $199

Individuals (including schedules- no limit)- $249

Individuals (including schedules & LLC) – $349

Business- depends upon size