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Why should I use you instead of an accounting firm?
Freelance Focused Expertise
We’re the premier tax service for freelance consultants. This means we know your business, we know your tax struggles, and we have tailored solutions to solve them. And since 99% of our clients are freelancers, you won’t get lost in the weeds of an extensive firm tax department.
What’s included in my Tax subscription?
Comprehensive Support Solutions
All subscriptions come with the following basic services:
Free QuickBooks Online subscription
Weekly bookkeeping categorization
Monthly account reconciliation
Monthly management reports
Quarterly tax estimate calculations
Year-end financial close
Year-end tax projections
Business & tax structure analysis
Business tax returns prepared & filed
Personal tax returns prepared & filed
Annual corporate compliance support
Articles, blogs, webinars, etc.
Professionals available via Slack, email & Zoom
Please note that Platinum and Black memberships cover additional services and support that may arise from the following: having multiple businesses, having multiple business owners, trust/estate planning, accounting for investment real estate activity, long-term retirement structuring, state residency studies, etc.
Will this really save me time and money?
Maximize, Save, Simplify
First, we’ll save you time. Studies show that small businesses spend 6-10 hours each month on bookkeeping and admin tasks. That’s 10 hours per month you could be billing to a client.
Second, most CPAs do not specialize in independent workers. Our CPAs are magicians, taking advantage of every single deduction and creative way to save on your tax bill. If you download a list of transactions to your CPA each quarter or worse, each year, you’re missing savings.
Tell us about you, and if you qualify for our services, we’ll save you tens of thousands.
What’s your communication style?
Clear Finance Conversations
We know that accountant-speak doesn’t always get the point across. We aim to provide plain English financial information to help you make real-life decisions. All of our service plans include free access to tax advisors on our Slack channel, and we offer a variety of video call options for those more pressing issues.
What’s included in my Tax subscription?
Comprehensive Support Solutions
All subscriptions come with the following basic services:
Free QuickBooks Online subscription
Weekly bookkeeping categorization
Monthly account reconciliation
Monthly management reports
Quarterly tax estimate calculations
Year-end financial close
Year-end tax projections
Business & tax structure analysis
Business tax returns prepared & filed
Personal tax returns prepared & filed
Annual corporate compliance support
Articles, blogs, webinars, etc.
Professionals available via Slack, email & Zoom
Please note that Platinum and Black memberships cover additional services and support that may arise from the following: having multiple businesses, having multiple business owners, trust/estate planning, accounting for investment real estate activity, long-term retirement structuring, state residency studies, etc.
How do you determine your pricing?
Comprehensive Value Package
Compliance Services
Free QuickBooks Online subscription – $60/month value – $720
Weekly bookkeeping categorization – $100/month – $1,200
Monthly account reconciliation & management reports – $50/month – $600
Quarterly tax estimate calculations – $150/estimate – $600
Year-end financial close for books and payroll – $500
Year-end tax projections – $500
Business tax returns prepared & filed – $1,500
Personal tax returns prepared & filed – $600
Annual corporate compliance support – $100
Basic compliance fees at market rate with a local firm: starting at $6,300 per year
Consulting Services
Professionals available via Slack, email & Zoom – $200/hour value – $2,000+
Business & tax structure analysis – starting at $1,000+
Basic consulting fees at market rate with a local firm: upwards of $3,000 per year
Get taxsavings
Save your time effort
Seriously… book a call, you won’t regret it…
It’s free and we’re magicians when it comes to taxes