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tax planning

 Personal & Business Tax Advisory

A dedicated accountant will be their year-round to support you and provide unlimited consultations.

Dedicated Tax Experts

We have an experienced team of Certified Public Accountants and Licensed Enrolled Agents all in house.

Proactive Tax Planning

 Taking advantage of every opportunity requires proactive tax & business planning. Get customized tax advice.

Year-Round Support

 We encourage consistent communication and provide unlimited consultations all year-round.

#1 Get matched with an expert

Trusted Tax Advisors

You will be matched with an experienced CPA or EA that will get to know you and your business. They will begin by reviewing the prior year’s tax returns, income, expenses, financial statement, and any other information you would like to share to help them gain a clear picture of your financial position. By gaining a thorough understanding of your current financial situation they can identify the most effective strategies to reduce your taxes and achieve your financial goals.

#2 get a custom tax plan

Road Map to Success

Our dedicated CPAs and EAs will develop a customized strategic plan to help you reduce your tax liability and achieve your financial goals. Their tax advice and guidance will help you take advantage of every tax saving opportunity available to you. They will make sure that you keep more of your hard-earned money and gain greater financial stability. You will be amazed at how much you can save with efficient tax planning.

#3 get Year-round support

Maximize Tax Savings

Tax planning takes place all year long, meeting with your accountant once or twice a year isn’t enough.  You are encouraged to meet with your account virtually on a regular basis. Your accountant will continuously look for ways to reduce your taxes and make adjustments to your tax plan as needed. Plus They will reach out to you to give tax updates and tips to ensure you don’t miss any money savings opportunities.

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.

bundle deals

Tax planning included in Bundles

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

Tax consulting

$79

per month ($71/mo with annual billing)

  • dedicated CPA/EA
  • unlimited consultations
  • year-round tax planning
  • business advisory
  • quarterly reviews
  • review of prior tax returns
  • entity structuring
  • secure client portal
  • receipt bank mobile app

tax consulting

tax consulting

personal plan

personal plan

Tax Bundles

$99

per month (click below to view more plans)

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

tax plan

tax plan

tax plan

Bookkeeping Bundles

$199

per month (click below to view more plans)

  • Monthly Bookkeeping
  • QuickBooks Online Accounting Software
  • dedicated Certified QuickBooks Proadvisor
  • 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

bookkeeping plan

*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