Our business tax package provides hands-on support to help you save four to five figures in taxes.
Concierge Business Tax is our done-for-you tax service for business owners generating a healthy profit, so we can help you strategize on how to use your money to save on taxes.
Just need tax prep for now? We've got that covered too!
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 signature tax service, Concierge Business Tax, includes annual tax prep, plus planning & strategy!
If you're just looking for a more hands-on tax prep service to support you with your business or real estate investments, look no further! Our team specializes in returns
CONCIERGE BUSINESS TAX
Tax prep plus planning & strategy
✓ Tax prep: Our tax team will handle your annual business and personal tax return preparation, and will provide guidance on safe harbor minimum estimated tax payments for the upcoming year. Payroll tax return filing is also available.
✓ 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: You get unlimited email support and weekly office hours with your accounting team, so we can really get to know your business and answer your financial questions as they come up.
Investment: Starts at $5,000 annually or $425 per month. Most clients invest between $5,000-$7,500 per year.
TAX PREPARATION
Business and individual tax return preparation
✓ Tax prep: Our tax team will handle your annual business and personal tax return preparation, and will provide guidance on safe harbor minimum estimated tax payments for the upcoming year. Payroll tax return filing is also available.
✓ Tax deductions guidance: We'll provide a comprehensive checklist and support to help you ensure you take all the deductions you're entitled to! We'll cover things like self-employed retirement contributions, health insurance, home office, and more frequently-missed deductions.
✓ Safe harbor estimates: We'll provide guidance on the safe harbor estimates you need to make in the upcoming tax year to avoid penalties and interest.
✓ Tax review meeting: After your return is prepared, your tax accountant will be available to review your return and answer any questions you have.
Investment: Starts at $1,000 for individual returns and $1,200 for business returns; Most business owners with a separate business return invest $1,500-$2,000 total.
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I never thought I would be able to hire employees in my business...
...it felt like such a far off thing. But after working with the Young + Co team, I'm taking a more hands-on approach with managing my money and streamlining my systems. I've created more time and space that I've used to expand my team and set my business up to double down on growth and expansion! In the first year of running my business, I felt so burned out. Now, I've started resting more and having fun in my business again. I can't praise Sarah & the team enough for their guidance!
KENZIE DARE | SIMPLY DARE HOME ORGANIZING
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I have an MBA, but my business's finances were confusing to me!
The Young + Co team broke it all down, made it simple and approachable, and left me feeling really confident about running my business. They made sure my QuickBooks is set up the right way, check that I'm paying myself correctly, and reinforce a profit first mentality. They also made it clear what I needed to do and what risks I could afford to take as a business owner.
JESSICA LACKEY | JESSICA LACKEY CONSULTING
