Tax Planning & Preparation – Included in Your CPA Membership
Our CPA membership includes year-round tax planning and tax preparation—no hourly billing, no seasonal scramble. Whether you’re managing an S Corp or a growing LLC, we help you minimize taxes and eliminate surprises, all for one flat monthly fee.
Planning + Preparation, Working Together
Most firms treat tax planning and tax prep as interchangeable. We don’t. In our model, both are included—and both matter.
- Tax Preparation looks backward—it’s about filing accurate returns and staying compliant.
- Tax Planning looks forward—so you’re making smart moves now that reduce your tax bill later.
How We Handle Tax Planning Inside the Membership
Every quarter, we review your financials and meet with you to identify opportunities, plan compensation, and project liability. No surprise invoices. No guesswork.
- Quarterly CPA check-ins based on your real numbers
- Entity structure reviews and S Corp compensation planning
- Estimated tax projection and payment reminders
- Strategic guidance before year-end—not after
What’s Included in Tax Preparation
As a member, we’ll prepare and file:
- Your business return (S Corp, Partnership, or LLC)
- Your personal tax return (for owners)
- 1099s and W-2s, if we handle your payroll
- Franchise, BAT, or state returns as needed
All returns are e-filed, reviewed by a licensed CPA, and delivered securely through your client portal.
Want to See Real Results?
One of our clients saved over $69,000 in their first year as a member through strategic compensation, depreciation planning, and quarterly tax optimization. That’s the power of built-in planning.
Frequently Asked Questions
Do you offer tax services outside the membership?
No. We only offer tax planning and preparation to full-service members so we can deliver long-term, proactive results.
Do you file both personal and business returns?
Yes. We handle both as part of your membership if you're a business owner.
Can you help with estimated taxes?
Yes. We project and review your estimated taxes quarterly and provide reminders so you never fall behind.
Are returns filed electronically?
Yes. All returns are e-filed and securely delivered through your portal.