Our tax planning services are designed to ease the burden of tax compliance for small businesses. Our experienced team brings expertise in both federal and state tax laws, ensuring your business meets all legal obligations while optimizing deductions. We prioritize attention to detail to prevent penalties and maintain financial stability. Clear communication is at the forefront of our approach, making complex tax matters understandable for informed decision-making. Our proactive stance involves staying updated on changing tax laws and suggesting tax-saving strategies, providing valuable insights that contribute to your business’s financial success.

tax planning packages

Tax Planning Core
100 Starting at $ monthly
For Self Employed & Parternships
  • Mid-Year Check-in (June-Aug)
  • Year End Final Review (Nov-Dec)
  • Year Round Email Support
  • Tax Savings Strategies
  • Proactive Guidance
  • Tax Notice Monitoring
  • Entity Compliance Monitoring
Popular
Tax Planning Plus
200 Starting at $ monthly
for S Corps
  • Mid-Year Check-in (June-Aug)
  • Year End Final Review (Nov-Dec)
  • Year Round Email Support
  • Tax Savings Strategies
  • Proactive Guidance
  • Tax Notice Monitoring
  • Entity Compliance Monitoring
  • Reasonable Compensation Analysis
  • Accountable Plan Documentation
Tax Planning Advanced
1,497 Starting at $ quarterly
for Complex Strategies
  • All items from Tax Planning Plus
  • Fully Customized Tax Plan with All Advanced Strategies
  • Implementation of All Selected Strategies
  • Quarterly Meetings

tax preparation

Personal Returns

For small business formed as sole proprietorship, your business will be filed with your personal return.

Business Returns

We support returns for partnerships, S Corps and C Corps.  Whether formed as LLC, PLLC, LLP or Corporations.

Write-Up Services

For those solopreneurs and small businesses <$100k in revenue we can help complete a write-up on your financials at year-end if you did not have bookkeeping during the year.

We have limited capacity each year for clients that only need tax prep and are not getting tax planning, bookkeeping or fractional CFO services.  Please inquire if we have availability.

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