Tax bundle
Tax planning and preparation built for small business owners
Year-round tax strategy, accurate filings, and dedicated support from CPAs and EAs who help you stay compliant and keep more of what you earn.
Proactive Tax Planning
Reduce your tax burden with year-round strategies tailored to your business.
Accurate Tax Filings
Business and personal returns prepared and filed by experienced tax professionals.
Unlimited Support
Reach your dedicated CPA or EA anytime with questions. No limits, no extra fees, all year long.
A secure way to manage your taxes
Upload documents, e-sign returns, and track your records through our secure client portal.
Receive helpful reminders for tax deadlines and stay informed with updates throughout the year.
Managing your taxes has never been easier.
How Tax Planning & Preparation Works
Step 1
We learn about your business, review prior returns, and identify opportunities to reduce your tax liability.
Step 2
A tax plan is created based on your income, structure, and goals, with quarterly estimates mapped out.
Step 3
Throughout the year, you meet with your advisor to review progress, ask questions, and adjust the plan as needed.
Step 4
When filing season arrives, your returns are prepared, reviewed, and filed accurately and on time.
What the Tax Bundle Delivers
File with confidence knowing your returns are accurate and compliant
Reduce your tax burden through proactive, year-round planning
Get answers fast with unlimited access to your dedicated advisor
Stay informed with quarterly updates and timely tax reminders
Ready to get started?
View our packages below to find the plan that fits your business.
Frequently Asked Questions
You upload your documents through our secure portal, and your dedicated CPA or EA prepares your returns. You review and approve everything online, and we handle the filing. No office visits required.
Tax preparation is the process of filing your returns. Tax planning is the year-round strategy to minimize your tax liability through deductions, entity structuring, and estimated payments.
You’re assigned a dedicated, U.S.-based CPA or Enrolled Agent who manages your tax planning and preparation throughout the year. You’ll have direct access to reach them by phone, email, or video call.
You can reach your advisor by phone, email, or video call anytime you have questions about taxes, business decisions, or financial planning. There’s no limit on how often you connect.
All packages include audit and notice support. If you receive a letter from the IRS or state, your advisor will help you understand it and respond appropriately.
Yes, you can adjust your plan as your business needs change.
eco-tax bundle
Tax Planning & Preparation Bundles
Our comprehensive tax packages have everything you need to remain complaint and minimize your taxes.
Business Essentials
Sole-proprietors, Self-Employed, Independent Contractors, & Single-Member LLCs
Starting at
$149
per month ($134.10/mo with annual billing)
- 1 federal tax filing and 1 state personal tax filing with a Schedule C
- dedicated CPA/EA
- unlimited consultations
- year-round tax planning
- business advisory
- quarterly estimates
- review of prior tax returns
- entity structuring
- secure client portal
- 30% off QuickBooks
- audit & notice support
personal plan
personal plan
Business Plus
Limited Liability Companies, Partnerships, S-corporations, and C-Corporations
Starting at
$169
per month ($152.10/mo with annual billing)
- 1 federal and 1 state business tax filing (1065,1120S, or 1120)
- dedicated CPA/EA
- unlimited consultations
- year-round tax planning
- business advisory
- quarterly estimates
- review of prior tax returns
- entity structuring
- secure client portal
- 30% off QuickBooks
- audit & notice support
business plan
business plan
Business Premium
Includes filing of Personal Tax Returns and Business Tax Returns.
Starting at
$199
per month ($179.10/mo with annual billing)
- 1 federal and 1 state business tax filing (1065, 1120S, or 1120)
- 1 federal and 1 state personal tax filing
- dedicated CPA/EA
- unlimited consultations
- year-round tax planning
- business advisory
- quarterly estimates
- review of prior tax returns
- entity structuring
- secure client portal
- 30% off QuickBooks
- audit & notice support
Our small business and individual tax bundle available to all prospects.
*extra fees apply for additional tax returns and international filings