Tax Management

Proactive tax planning, not reactive tax filing. Quarterly check-ins so April is never a surprise — and so the IRS isn't either.

What's included

• Annual tax preparation & filing — Federal and all applicable state returns.
• Quarterly tax strategy reviews — 30-minute call with a licensed CPA or EA every three months.
• Estimated quarterly payments — Calculated, scheduled, and submitted on time.
• Multi-state filings — Operating in more than one state? We handle every jurisdiction.
• S-Corp election & reasonable compensation analysis — Optimize your salary-to-distribution split.
• 1099-NEC issuance — All contractor 1099s prepared and filed by the January deadline.
• IRS & state correspondence handling — Any letter you get, forward to us. We respond on your behalf.
• Audit support — Full representation if the IRS or a state authority comes knocking.

How we save you money

Most owners overpay because they treat tax as a once-a-year event. We treat it as a year-round practice. By Q2 we already know your projected tax bill, and we have nine months to legally reduce it — retirement contributions, entity structure, depreciation timing, qualified business income deductions, accountable plans, and a dozen other levers most preparers never mention.

What it costs

Tax Management is $249/month for sole proprietors and single-member LLCs, $399/month for S-Corps and multi-member LLCs, and $599/month for C-Corps and multi-state operators. Annual filing is included — no separate prep fee.

Who handles your return

A licensed CPA or Enrolled Agent. Not a seasonal preparer, not software, not someone you'll never meet. The same person, year after year — building institutional knowledge of your business.