Tax time is about to be suspiciously smooth
Tax strategy, tax prep, and monthly bookkeeping (yes, we do it all)
Money is personal, your tax strategy should be, too
Every dollar saved on taxes is money you can put toward something more important to you. Like your family, kids,
passion projects, debt, or back into the business. How you use your money is personal, but for some reason, tax
strategy hasn’t always been. To us, they’re one and the same: the strategy has to match the client’s life, goals,
cash flow, business structure, and needs. It also needs to make sense to the person it’s impacting (that’s
you).
Which is why we keep you in the loop from start to finish, letting you know what we’re doing and why, keeping you
updated when we take important steps like running payroll or filing an extension, and answering all your questions
in depth and within a reasonable timeframe. Like we said, money is personal, so we’re making sure you’re involved
and informed every step of the way. Sound good?
More money to reinvest and build wealth
Fewer unexpected tax bills
Smarter financial decisions
Year-round guidance
Shelby Eanes
“I learn something new on every single call with the team. They make me a better business owner who actually understands what is happening.”
And clients who say things like this
We’re proud to have all 5 stars
Not sure if you’re using these yet? Tax pro never brought them up?
3. Reasonable Compensation: paying yourself a reasonable salary for your role so you don’t overpay in payroll taxes.
2. Board of Advisors: a legal way to bring your friends and family into your business and keep more money within your inner circle.
If your tax pro hasn’t mentioned these, we should probably talk
1. Accountable Plan: an IRS-compliant way to reimburse yourself tax-free for business expenses you paid for personally.
While every client’s strategy is built around their specific situation, there are three core strategies we consider foundational for every S Corp. If you’re an S Corp or an S Corp eligible business owner, these should be on your radar. If not… call us.
3 tax strategies every S Corp owner should ask about
3. bookkeeping
2. Tax Prep
1. Tax Strategy
We can handle everything from your bookkeeping and tax strategy to your prep and filing. We’re particularly good at supporting S Corp and S Corp eligible businesses earning at least $40k in annual profit that want a tax team who’s proactive, communicative, easy-to-reach, and easier-to-love.
The foundations
Tax Prep and Filing with Account Monitoring
Investment starts at $1,591 for sole proprietors and $2,291 for S Corps.
If you already have a bookkeeper you trust but want to make sure every relevant deduction is found before your taxes are filed, and you don’t want to do the prep and filing yourself, we’ve got you covered.
Not only will we meticulously hunt for deductions so you can save as much on taxes as possible, we’ll communicate with your bookkeeper to make sure everything is reported accurately in the books and on the return so you’re no longer the middleman. We’ll also monitor your tax account after filing to keep an eye on any changes, notices, or possible audits, and respond to 2 IRS notices at no additional charge.
Includes chat support and a secure client portal to keep all your documents and information in one organized place.
Your deductions? Maxed. Your return? Filed. Your account? Monitored. Your hours spent on the phone with the IRS? Minimized.
The essentials
Tax Prep, Filing, and Strategy
Investment starts at $3,110 for sole proprietors, $5,801 for S Corps and partnerships, and $8,360 for sole proprietors converting to S Corp
If you’re an S Corp or S Corp eligible business and already have a great bookkeeper, but know you’ve been overspending on taxes or have no clue what your tax strategy actually is because your current tax team doesn’t let you in on what they’re doing and why, this one’s for you.
We’ll cover your prep and filing, but we’ll also create a personalized year-round tax strategy, build on it throughout the year, and bring you into the conversation so you have autonomy over your financial decisions. You’ll save on taxes, keep more money in your household and inner circle, have access to us when questions come up, and finally feel like you’re not only making smarter money moves, but understanding why you’re doing them in the first place.
Includes custom tax strategy, regular strategy check-ins to get ahead of problems and capitalize on opportunities, business and personal tax prep and filing, IRS notice monitoring, payroll compliance monitoring, chat support, secure client portal, and done-for-you strategy implementation.
Your strategy? Personalized. Your return? Filed. Your account? Monitored. Your tax bill? Minimized. Your savings? Maximized. Your financial know-how? Raised.
The whole dang thing
Tax Prep, Filing, Strategy, and Monthly Bookkeeping
Investment starts at $3,110 for sole proprietors, $5,801 for S Corps and partnerships, and $8,360 for sole proprietors converting to S Corp, plus $500+/month for bookkeeping.
If you’re an S Corp or S Corp eligible business and want the ease and comprehensiveness of an in-house accounting team or CFO without the payroll cost of having them in-house, this is pretty much that.
We’ll keep your books clean, categorized, and tax-effective—so you’re set up to pay the lowest legal amount in taxes, anyone on your team can read them and fully understand what they say, and you’re prepared in the case of an audit. We’ll create your year-round personalized tax strategy and make sure it’s tweaked and implemented throughout the year so you have maximum savings and maximum options. Then we’ll prep and file your business and personal returns to keep all of your most important financial things under one roof.
Most importantly, we’ll guide and educate you along the way, truly acting as a trusted business advisor and financial advocate (just with bigger personalities than usual).
Includes custom tax strategy, regular strategy check-ins to get ahead of problems and capitalize on opportunities, business and personal tax prep and filing, monthly bookkeeping, IRS notice monitoring, payroll compliance monitoring, chat support, secure client portal, and done-for-you strategy implementation.
Your books? Clean and tax-effective. Your strategy? Personalized. Your return? Filed. Your account? Monitored. Your tax bill? Minimized. Your savings? Maximized. Your financial know-how? Raised.
Strategy + Bookkeeping + Prep + Filing
Strategy + Prep + Filing
Tax prep + filing
Gusto payroll management
Tax prep + filing
Personal + business returns
Sole Proprietors
S Corps + S Corp eligible businesses
Custom tax strategy
IRS notice monitoring
Bookkeeping
Book a call and we’ll walk you through it, making sure you find exactly what you need and nothing less.
We get it, taxes are our thing, not yours
Not sure which service you need?
anonymous business owner
“I feel more confident in the decisions I’m making. It feels really nice knowing that Desi and her team are supporting me year-round with tax strategy.”
estate law firm
“I don’t have to second-guess what I’m doing or whether it’s the right option because we talk through the alternatives.”
Wolfe Pack Tae Kwon Do
“I’m less stressed about managing the accounting processes and less anxious at tax time because I already know what to expect.”
What clients are saying
Reviews and receipts
We love working with trusted bookkeepers, CFOs, accountants, and financial advisors. So much so that we’ve created a preferred partners list we share with clients so they can complete their financial team with people we trust.
If you’d like to get on the list, book a coffee chat and we’ll talk through the details and see if we’re a good fit.
You could be on our favorite-people-to-refer list
We play well with others
Do I need a tax strategist if ChatGPT or Claude can create the strategies for me?
Please do not leave your tax strategy in the hands of ChatGPT or Claude. AI can absolutely give you generic tax strategies. But it doesn’t know whether your goal is to pay off your debt, put your kid in private school, or finally have enough breathing room to take a maternity leave. And if the IRS questions one of those strategies? ChatGPT isn’t calling them to explain why it was sound. AI is great at a lot of things. Your entire financial future probably shouldn’t be one of them.
Can you work with my current bookkeeper?
Yes! We love working with trusted bookkeepers and think it’s incredibly important that everyone on a business's financial team communicates. We play well with others and that includes your bookkeeper (unless they’re mean, bad at their job, or awful communicators…then we might suggest a new hire).
I already have a tax pro. How do I know if it’s time to switch?
You’ll know it’s time to switch tax pros if you're constantly surprised by your tax bill, feel silly for asking questions about your money, aren’t sure if you’re actually receiving personalized tax strategy, wait days or weeks to get a simple response, or just don’t like them (yes, that’s a valid reason to find someone new).
Do I need a tax strategy if I’m already an S Corp?
Electing to be an S Corp is one big piece of your tax strategy, but it’s not the whole dang thing. And sometimes, it’s not even the right move for a business owner! We help you figure that part out and then build a full strategy that saves you money and gives you more options.
How often should I be talking to my tax pro?
This is your money we’re talking about, so call us crazy, but we think you should be in pretty regular communication with your tax pro. Even our tax prep service has at least four touchpoints throughout the year, and our strategy clients hear from us even more. We don’t think you need to become best friends who text daily (boundaries are a beautiful thing), but you should never wonder what the heck they’re up to or feel like you can’t remember the last time you talked.
What happens if I get a notice from the IRS?
First of all, don’t panic. The IRS sends notices regularly and most of the time they’re not an emergency. If you’re one of our clients, we’re monitoring your account so we likely already know about it. But regardless, let us know and we’ll respond to up to two IRS notices at no additional charge. If you receive more than two, we can chat through how to handle them or you can add on additional responses from us.
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Bookkeeper or tax pro?
Join The Advisor’s Table™
A community where you can get mentorship from an experienced and successful firm owner, learn the tax-related things you can’t find elsewhere or have to pay way too much for, and get support for all the tricky client situations that have you spiraling at 2 AM.
Come tell us what you’ve got going on and we’ll tell you where we can help and which service makes the most sense. The worst thing that happens is you spend a little time with some of the coolest people on the planet. And yes, we’re biased