online bookkeeping & tax services for business
A Partnership You’ll Never Want to Leave
you should know
Updating & Organizing Quickbooks Isn’t Enough
When every account is synced to Xero or Quickbooks and automatically organized & updated, it’s easy to feel like you’re ready for tax season.
But, we see small businesses duplicating categories and failing to enter expenses into the appropriate category and they don’t even realize it. The most common problem we see, though? Small businesses are misclassifying employees and contractors and getting slapped with legal consequences– because, like we said, updating and organizing your books isn’t enough.
That’s why we’re guiding your tax journey
with precision and care
Which is just a fancy way of saying: we’re letting nothing slip through the cracks. Proper categorization? Done. Have a million questions? Answered. Wanna save more money? Watch your bank account climb. Need to track your profit vs. loss properly? Prepare to be mindblown.
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Tax Preparation and Planning
Starting at $5,000 or $450/month
Our tax prep and planning service ensures you’ll always have the information you need about your taxes before tax season gets here.
We partner with your existing bookkeeper to build a financial team dedicated to your success.
+ Estimated tax payment analysis & coaching
+ Annual personal & business income tax preparation
+ Business income tax planning & strategy
+ Bi-Annual tax strategy meeting
Monthly Full Service Tax + Bookkeeping
Starting at $994/month
With the Monthly Full Service Tax + Bookkeeping, you’ll have a clear picture of where your money is going and how it’s working for you.
From tracking every transaction to delivering detailed monthly reports, we make sure your books are always up-to-date and tax-ready.
+ Estimated tax payment analysis & coaching
+ Annual personal & business income tax preparation
+ Business income tax planning & strategy
+ Bi-Annual tax strategy meeting
+ Accurate monthly financial reports tailored to your business needs.
+ Bank reconciliations and expense categorization to keep everything organized and clear.
+ Streamlined financial processes so you’re always prepared for tax season and confident in your numbers.
Exclusive Tax Planning Session
$1,499
Ready to get a hint of what it's like to have your taxes strategically planned by a pro? Enter the Exclusive Tax Planning Session —a 75-minute, one-on-one call where we dive into your unique tax situation and start building a strategy that fits you like a glove. You get: a call with Desi, a custom tax strategy packet bound and mailed to your door, and 1 week of follow up chat support in TaxDome.
Tax prep
Starting at $697
It’s time to give your business profits the attention they deserve—with professional tax preparation that’s all about you. You should feel confident and in control, and your taxes should reflect that. Let’s transform tax season from something stressful into a smooth, empowering process that brings clarity and uncovers savings you didn’t even know were there!
Previous Year Bookkeeping Cleanup
$5,000 flat fee for most cases
Has your bookkeeping been a little… neglected? Maybe last year was a whirlwind of business growth, personal adventures, & unforgettable moments, leaving your financial records a bit tangled. No worries, – The Desi Tax team has just the thing to get your money life back in order.
Still not sure where to start?
We will review your needs and find the package that works best for you and your business
“I’ve been using Desi for 3 years and she is AMAZING. Her organization, professionalism, and business advice help me run my photography business successfully. Along with her doing my taxes, having her for book keeping has been a LIFESAVER. As someone who has two careers, I truly couldn’t do both without her. Hire her for all your needs, she won’t disappoint, and always does a phenomenal job!”
- Kaitlyn
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What clients are saying
Notes from our clients
Certifications
We stay up to date on payroll software and accounting software, like our go-to Gusto and Quickbooks
Do you need a business tax preparation service?
Well, that’s for you to decide. But we can help you figure out the best decision for your business. Here’s how to know when you should hire a tax professional:
+ You’re stunned at the amount you owe the IRS
+ You want to write off certain expenses, but you’re not sure it “counts”
+ You’re not up to date on tax laws for the current year
+ You’re not sure how much to pay in quarterly taxes (or if you should even pay them)
+ You let Quickbooks/Xero automatically categorize your transactions without checking them
+ You don’t know your profit & loss each month
+ You don’t pay yourself or don’t know how to pay yourself
…if that’s you, then we need to chat.
Informed decisions
but better
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