Tax Strategy For Business Owners
Tax Strategy That Helps You Plan Ahead, Not Play Catch Up
Ongoing tax support designed to reduce surprises, plan smarter payments, and file with confidence. Explore all our support options for your business, and let our team guide you all year.
Make sure you check the box for tax strategy when you sign-in.
Waiting Until Tax Season Is Risky
When tax planning only happens once a year, decisions are already made and opportunities are missed. Without proactive tax strategy:
Estimated payments are often wrong or delayed
Cash flow feels unpredictable
Tax bills come as a surprise
Stress increases with every deadline
Tax strategy should create clarity throughout the year, not anxiety at the end of it.
What You Get With Ongoing Tax Strategy
Clear quarterly estimates so you can plan cash flow confidently
Ongoing monitoring of your tax account
Strategic guidance to help make more aligned decisions
Tax strategies that align with your family's goals
Direct access to your tax team when questions come up
A smoother and more predictable tax season
Two Options. One Strategic Approach.
Simple, actionable, and built around your business goals.
* If you have three or more businesses, we will create a custom quote for you.
All Inclusive Tax (AIT)
One individual tax return with up to one Schedule C
Quarterly estimated tax calculations
Summer strategy meeting with our tax manager
Tax account monitoring
Unlimited portal communication
Ongoing tax planning
Responses within 1 to 3 business days
Actual value: $600
* Today Just $200
All Inclusive Tax with Entity
One individual tax return with up to one Schedule C
Quarterly estimated tax calculations
Summer strategy meeting with our tax manager
Tax account monitoring
Unlimited portal communication
Ongoing tax planning
Responses within 1 to 3 business days
+ One business entity tax return
Actual value: $850
*Today Just $375
A Simple Process For Big Results
1. Get the tax package that fits your business and pay
Get tax strategy and support that fits your business.
2. Complete the onboarding process
Sign your engagement letter and complete your brief client organizer so our team can prepare for your session.
3. Plan all year with our team
We calculate estimates, monitor your tax account, and provide guidance as questions arise.
4. File with confidence
When tax season arrives, your return is prepared with clarity and no surprises.
FAQs
You’ve Got Questions — We’ve Got Answers.
Is this just tax prep?
No. This is ongoing tax strategy and support throughout the year, not just filing a return.
Do I need discovery calls to ask questions?
No. Unlimited portal communication is included.
Is bookkeeping included?
No. This service focuses on tax planning and compliance.
Who will I work with?
You will work with our tax team, including a summer strategy meeting with our tax manager.
Stop Guessing and Start Planning
Get the tax package that fits your business and get a proactive tax strategy that helps you plan ahead with confidence.
Your finances deserve a tax outcome you can be proud of.
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