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Concierge Business Tax

Our annual business tax package provides hands-on support to help you keep more of what you earn and stay out of trouble.

Have you ever hired an accountant to do your tax return and felt like they just plugged your numbers into the forms without really understanding your unique situation? You probably didn't really understand what you were signing, and you've ended up with a big tax bill at the end of the year. 

This situation happens All. The. Time. And we're not here for it!


Traditional tax prep services are missing key elements and can actually end up costing you thousands in taxes. 

That's why our business tax services include annual tax prep, plus:

👉 Tax planning + strategy: We sit down one-on-one twice each year to understand your business and strategize on what you can do to save on your tax bill.​

👉 Quarterly reviews + estimates: We'll review your financials every quarter, proactively inform you if we see any opportunities to save, and calculate how much you need to set aside for taxes based on your individual business and tax plan.

👉 Year-round support: So we can really get to know your business and answer your financial and tax questions as they come up.

👉 Access to the Profit + Prosper program (a $997 value!): This is Sarah's group program where you'll learn how to implement CFO-level strategies to create a more profitable business. All Concierge tax clients get complimentary access to the content, community, and live calls.

We're here to save you money and make taxes seamless and stress-free.


Are you ready for concierge-level tax support?

To get started, fill out our inquiry form.

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