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Tax Planning & Prep bundle

Making taxes simple, affordable, and stress-free

Our CPAs and EAs know every inch of the tax code so you are in the very best hands. They’ll keep you and your business compliant with IRS and State, and reduce your taxes through year-round proactive tax planning.

Dedicated Accountant

You will have a trusted advisor preparing and filing your year-end business and personal income tax returns. Ensuring you take advantage of every tax benefit and reduce your taxes.

Secure Online Filings

We use the latest technology to provide a superior virtual tax preparation service that is easy, convenient, and safe. Our secure portal provides 24/7 access to all your documents.

Unlimited Consultations

Get unlimited support from certified experts. They provide tax and business advisory services all year-round. Their goal is to help you achieve the financial success you deserve.

As a valued Eco-Tax Member you’ll get all these great benefits…

Business & individual tax prep

U.S.-based CPAs and EAs handle your tax filings.

  • TAX FILINGSOur tax experts prepare all your year-end business and personal tax returns. Leave it up to us to keep you in compliance with federal, state, and local tax regulations.
  • QUARTERLY ESTIMATESThrough year-round proactive tax planning, we can maximize your tax benefits. We also run projections for your quarterly estimated tax payments.
  • TAX UPDATESGet automatic reminders for important tax deadlines and timely notifications of any important tax updates. We help you stay informed.

Secure business applications

An easy convenient way to get your taxes done right.

  • ONLINE RESOURCESGet access to additional online tools, business applications, and other resources that help you manage your business more effectively.
  • SECURE PORTALUse our member’s portal to easily send and store financial documents. Its bank-grade level security features keep your information safe and protected.
  • RECEIPT BANKMembership also includes a subscription to Receipt Bank. This app tracks, reads, and stores your receipts on the go. Stay on top of expenses with a click of a button. Key data is easily sent to your accountant. Click to learn more

Dedicated Tax Accountant

Grow your business with the help of a trusted advisor.

  • UNLIMITED CONSULTATIONS – Taking advantage of every opportunity requires proactive tax & business planning. We encourage consistent communication and provide unlimited consultations all year-round.
  • TAX & BUSINESS ADVISORY– Gain confidence with a trusted advisor on your side. Our experts are trained to assist small businesses and can navigate you through the complexities of business compliance and rapidly changing tax laws.
  • DATA ANALYSIS– They’ll help you review and understand your business’s financial statements so you can use the data to make informed decisions.

Frequently Asked Questions

Need some help with a question? Click below to see if we’ve already answered it. Read more FAQs here. If you still can’t find an answer to your question, please give us a call at 866-968-4848 or email us at info@eco-tax.com.

eco-tax bundle

Tax Planning & Preparation Bundles

Our comprehensive tax packages have everything you need to remain complaint and minimize your taxes.

Sole Proprietor

Sole-proprietors, Self-Employed, Independent Contractors, & Single-Member LLCs

$99

per month ($89/mo with annual billing)

  • 1 federal filing, 1 state personal filing, and 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
  • receipt bank mobile app
  • audit & notice support

personal plan

personal plan

Business Entities

Limited Liability Companies, Partnerships, S-corporations, and C-Corporations

$119

per month ($107/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
  • receipt bank mobile app
  • audit & notice support

business plan

business plan

Personal & Business

Includes filing of Personal Tax Returns, Schedule C, and Business Tax Returns.

$149

per month ($134/mo with annual billing)

  • 1 federal and 1 state business tax filing (1065, 1120S, or 1120)
  • 1 federal and 1 state personal filing with 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
  • receipt bank mobile app
  • audit & notice support

Our small business and individual tax bundle available to all prospects.

*extra fees apply for additional tax returns and international filings

Why small business owners love working with Eco-Tax
  • We appreciate all the attention to detail, willingness to answer any questions, dedication to our business, their expertise and knowledge. They are a key part of our success.

    Claudia Fierro-Poppen, Owner - Ommie Snacks
  • Eco-Tax has been an excellent fit for my company. The online model and upfront pricing makes planning easy. I have nothing but the best to say about their service.  

    Matt, Owner - Winery
  • My business management has become infinitely less complicated, and I have more time to focus on my products and customers. Highly recommend the Eco-Tax team!

    Megan, Owner

    Join Now

    We'll be reaching out to you shortly! If you need to contact us for any reason, you can reach us at 1-866-968-4848 or send an email to myappointment@eco-tax.com