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Tax & bookkeeping Plans

 Expertise, technology, and knowledge you need to grow your business.

We have a unique approach to managing your small business tax and accounting needs. Our packages cover everything from year-round bookkeeping to unlimited tax advisory services. There are no hidden costs or surprises at the end of the year—just expert tax advice you can trust. When you have Eco-Tax on your side you’ll have complete peace of mind.

Key Software

We use the latest tax and accounting technology to optimize business processes.

Expert Support

Tax and accounting are simple when you have professionals on your side all-year.

Essential Insights

Good business demands great knowledge. We help you stay informed and proactive.

bookkeeping and accounting
Dedicated bookkeeping team

Monthly Bookkeeping

  • MONTHLY BOOKKEEPING. A dedicated QuickBooks ProAdvisor Certified bookkeeper ensures monthly transactions are categorized correctly and reconciles financial accounts. The bookkeeper can check and identify fraudulent activity and errors by reconciling financial statements.
  • MONTHLY FINANCIAL REPORTS. Every month key financial statements are delivered to you, including the Profit & Loss, Balance Sheet, and Cash-flow Statement. They are needed on a regular basis to make financial decisions and share with your team, investors, or anyone else that may need access.
  • MONTHLY REVIEW MEETINGS. Meet with your bookkeeper monthly to review your books. Bookkeepers can explain and help you understand your financial statements and highlight important aspects of the financial data.
tax planning
TAX Compliance

Tax Prep & Filing

  • TAX FILINGS. A dedicated CPA/EA prepares all your year-end business and personal tax returns. Ensuring you take advantage of every tax benefit to maximize your tax savings. They’ll keep you and your business compliant with federal, state, and local tax regulations.
  • YEAR-END TAX PACKAGE. The bookkeeping team keeps you ready for a stress-free tax season. A financial package is prepared and delivered to the tax accountant at year-end to file tax returns. Giving you the peace of mind you need.
  • TAX UPDATES. Get automatic reminders for important tax deadlines and timely notifications of any important tax updates. We help you stay informed.
tax preparation and planning
Dedicated tax accountant

Year-Round Advisory

  • 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.
  • UNLIMITED CONSULTATIONS. Taking advantage of every opportunity requires proactive tax & business planning. We encourage consistent communication and provide unlimited consultations all year-round.
  • DATA ANALYSIS. They’ll help you review and understand your business’s financial statements so you can use the data to make informed decisions.

why choose us

Eco-Tax can help you at any stage of your company’s development.

We are your trusted advisor. We’ll support you each step of the way and help you make the best decisions to grow your business.

All-in-One Packages

Our plans include everything you need to do your taxes and maintain track of your finances. We can do it all, bookkeeping, payroll, taxes, and more. You’ll have a dedicated team that knows you and your business to guide you every step of the way. 

Fixed Monthly Rates

Our services are available for a transparent flat rate with flexible payment options. You’ll get high-quality services at competitive fees. We’ll customize an affordable plan that meets your company’s needs.

Latest Technology

Our team streamlines your business processes. We use the latest tax and accounting technology to ensure accurate financial reporting, greater data analysis, and tighter internal controls.

Secure Portal

All our members have a unique login to access our Eco-Tax secure portal to send and store financial documents easily. Its bank-grade level security features keep your information safe and protected.

Certified Bookkeepers

 A dedicated bookkeeper keeps ensures your books are done right. Financial reports are delivered to you monthly. With greater knowledge, you can better manage your small business.

CPA & EA Tax Advisors

Do you have tax-related concerns? Do you need help forming a company? Our licensed tax professionals are available to help you throughout the year. You can reach out to them directly for unlimited assistance.


Schedule a Free Consultation

Book a call

Fill out the form below to schedule a free consultation. Select a date and time that works best for you.

Connect with us

Learn how we can help you manage your business better. We’ll answer all your questions.

Select a plan

Select a plan that fits your current business needs. You can add on services as your small business grows.

Frequently Asked Questions

Please fill out the form above to request more information and get all your questions answered.

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