Done for You Business Tax Program

Year-Round Tax Management for Business Owners Who Want Clarity, Compliance, and Confidence

Stop reacting to tax deadlines. We proactively manage the tax side of your business all year so you can focus on growth, not surprises.

Who This Is For


Our Business Tax Program is designed for:



  • Self-employed professionals & contractors
  • Small business owners
  • Growing companies earning $100k+
  • Business owners who want an ongoing strategy, not just tax filing


If you’re looking for one-time tax prep or bargain pricing, this program is not a fit.

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Our Approach


We don’t charge by the form or the hour.

Instead, we provide ongoing tax leadership through a simple monthly program that includes:



  • Proactive tax planning
  • Business structure & deduction strategy
  • Compliance & filings
  • Year-round support


This means fewer surprises, better decisions, and peace of mind.

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Business Tax Program Packages

Essential Business Package

Starting at $500/month

Best for solo business owners and straightforward operations.

Includes:



  • Annual business tax return
  • Personal tax return
  • Quarterly tax planning & projections
  • Estimated tax calculations
  • Year-round email/portal support
  • IRS notice assistance
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Most Popular

Growth Business Package

Starting at $699/month

Best for growing businesses and S-Corp candidates.

Includes everything in Essential, plus:



  • Quarterly live strategy calls
  • Entity & S-Corp optimization
  • Payroll & contractor guidance
  • Bookkeeping review (1 business account)
  • Priority support
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Advanced Business Package

Starting at $1,350/month

Best for high-earning or complex businesses.

Includes everything in Growth, plus:



  • Multiple business accounts
  • Multi-entity coordination
  • Advanced tax minimization strategies
  • High-touch advisory support
  • White-glove service
  • Important: Final pricing depends on business complexity, number of accounts, payroll frequency, entities, and state filings.
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Important: Final pricing depends on business complexity, number of accounts, payroll frequency, entities, and state filings.