Concierge Business Tax
Our annual 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 looking for more than just annual tax prep. It's ideal for businesses generating a healthy profit, so we can help you strategize on how to use your money to save on taxes.
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.
We're here to save you money and make taxes seamless and stress-free.
Investment: starts at $4,000 annually
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