Beyond Taxes
Business resources for our clients
Once your taxes are in order, we can connect you with the tools that protect your family and grow your business: life insurance, POS systems, marketing and websites.
Life insurance to protect your family and business
Life insurance replaces your income for your family and can protect a business if an owner passes away. We review coverage alongside your tax plan so the two work together.
- Term and permanent policies
- Coverage for business owners and key people
- Reviewed alongside your tax plan
Insurance products are offered through a licensed partner agent. Jimenez Tax & Advisory does not sell insurance directly.
POS systems that make bookkeeping easier
A point-of-sale system that records every sale cleanly makes your books, sales tax and tax return faster and more accurate. We help you pick and set up one that fits how you sell.
- Setup for shops, restaurants and service businesses
- Card processing
- Sales reports that feed your bookkeeping
Marketing to bring in more customers
We help clients find customers through social media, local search and Google Business Profile setup. Simple, steady marketing that fits a small business budget.
- Social media content
- Google Business Profile and reviews
- Local advertising
Websites for small businesses
A simple, fast website that shows up on Google and lets customers contact or book you. Built to look professional and easy to keep up to date.
- Business websites and landing pages
- Booking and contact forms
- Built to be found on Google and AI assistants
Common questions
Do I have to be a tax client to use these?
Ask us during your free consultation and we'll explain your options.
Who provides these services?
Some are provided directly and some through trusted partners; we'll tell you which before you commit.
Is there a cost for the referral?
Ask us during your free consultation and we'll explain any costs up front.
Not sure what you need? Send an inquiry and we'll point you in the right direction.