Business Tax Planning
A dedicated expert keeps your books tax-ready every quarter and handles your year-end filing — the same discipline we bring to a management system, applied to your books.
Bookkeeping and tax strategy, from one dedicated expert.
Most small business owners piece together a bookkeeper, a tax preparer, and a separate advisor for planning — and re-explain their business to each one. We built this service so one dedicated expert handles all three: reconciling your books every quarter, meeting with you to plan ahead, and filing your return when the year closes.
It's a subscription, not an engagement — no annual contract, no commitment beyond the current billing period, and cancel whenever it no longer fits.
One dedicated expert, year-round
The same person handles your bookkeeping, planning, and filing.
Quarterly bookkeeping & reviews
Your books stay reconciled and tax-ready every quarter, not just in April.
Personalized tax planning
Proactive strategy aimed at your situation, not a generic checklist.
Year-end filing included
Your expert prepares and files your return at no extra cost.
Pricing by entity type.
Both plans include bookkeeping, quarterly advisory sessions, and year-end filing with a dedicated expert. Bookkeeping is billed as a separate subscription.
Dedicated tax & bookkeeping expert
Quarterly bookkeeping & tax estimates
Year-end filing at no extra cost
Dedicated tax & bookkeeping expert
Quarterly bookkeeping & entity-level review
Year-end filing at no extra cost
From sign-up to filed return.
Connect Your Books
Link your business accounts so your expert can see real transactions from day one.
Meet Your Expert
A dedicated expert learns your business once — not every time you have a question.
Quarterly Check-Ins
Books get reconciled, tax estimates get calculated, and strategy gets adjusted.
Year-End Filing
Your expert prepares and files your return — no separate tax season scramble.
The same discipline we bring to compliance, applied to your books.
One relationship, not three
Bookkeeper, tax preparer, and advisor rolled into a single dedicated expert who already knows your business.
Planning happens before year-end
Quarterly check-ins mean strategy gets adjusted while there's still time to act on it.
No surprise engagement fees
A flat monthly subscription — filing is included, not billed as a separate project.
Built for owner-operators
Sized for the same self-employed owners, sole proprietors, and small partnerships we already work with.
Tell us about your business structure.
We'll confirm which plan fits and get your dedicated expert set up.