Financial Control Solutions for CalBar Solo Practitioners

Every hour of your time is valuable to your clients and helps you build your practice. Yet, if your back-office work is not managed expertly or is out of control, your business could be at risk from unexpected tax liabilities and penalties, oversights in your trust recordkeeping, or lost control of your expense accounting. That's where H&R Block Tax & Business Services comes in.

Focus on what you do best, and let us focus on what we do best. TBS is a national division of H&R Block, staffed by accountants and other professionals. We provide individuals and businesses, such as law firms, the expertise of a fully staffed accounting department at the fraction of the cost.
TBS manages complex, year-round business needs in the areas of compliance, financial oversight, accounting and consulting.

We've teamed up with the California Bar Association to offer a tailored Financial Control Solution to
solo practitioners for $300 per month.

This special offer covers:

Startup Activities

• Identify the best entity structure from a tax perspective
• Prepare and submit all required business filing
• Help construct your business plan and establish necessary banking relationships
• Set up your recordkeeping system
• Set up your trust management accounts

Office Financial Management

• Time and billing and accounts receivable activities
• Payroll systems and tax remittance
• Income and expense recordkeeping
• Prepaid expense collection and client payments
• Tax preparation

Business and Personal Protection Solutions

• Short- and long-term tax planning strategies
• Monitor your professional and personal insurance needs and costs

Get Under Financial Control!
Call 1-866-527-4518 or fill out this form and we'll contact you.