Stop losing sleep over what you might owe in April.
Strategic tax planning is available to clients who hire us for CFO support, not as a standalone service that ignores your business strategy.
Most firms treat taxes like a once-a-year scramble.
You know how that story goes. You get an email from your accountant in March asking for seventeen different documents you've never heard of, and suddenly you're Googling “what the hell is a 1099-MISC” at 11 PM while questioning why you can’t ever seem to get organized.
We weave your tax strategy into hiring, forecasting, and cash flow so you can protect your profit.
And we’re definitely the closest thing you’ll get to waving a magic wand and having your taxes accurate, organized, and filed on time.
Wouldn’t it be amazing to have finance strategy, taxes, and bookkeeping handled all under one roof?
It’s time for a comprehensive financial strategy where all your numbers actually talk to each other (without you having to play middleman).
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Starting at $1,250
1 Federal Return
1 State Return
E-filed
Must be a Profit Priority client*
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Starting at $2,000
1 Federal Return
1 State Return
E-filed
One call with our tax strategist
Must be a Profit Priority client*
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For our bookkeeping + CFO clients, you can add on tax strategy support *starting at $300/month.
4 quarterly strategy sessions
Quarterly estimated tax calculations
Owner compensation + entity review
IRS notice support (up to 2 hrs/year)
Slack access for tax questions
One time onboarding fee: $500
“What used to be a source of stress and anxiety is now a breeze.”
“The numbers part of running this business has always felt like the most foreign and intimidating component of the job. Now instead of getting a put in my stomach each time quarterly taxes are due, I can rest easy knowing everything is in good shape. I actually get excited to see my monthly reports because it’s so easy to see where things are at (and celebrate financial growth and wins!)”
- Erica, Field Supply Floral
Everything you’re wondering about our tax services
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Nope and here’s why:
Our tax expertise is designed to work alongside your ongoing financial strategy rather than as a standalone service. We integrate tax planning with your business decisions throughout the year—so your hiring timeline considers your tax position, and your cash flow planning includes accurate tax projections. If you're looking for someone to just file your returns once a year and vanish, we're probably not the right fit. We're definitely the firm for you when you’re ready for a tax strategy that talks to your business strategy all year long.
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Y-E-S! We offer a specific CFO + Tax Strategy package that we highly recommend because your financial decisions and tax planning work way better when they're coordinated. Your bookkeeping data informs smart tax moves, your business strategy affects your tax position, and your tax planning influences your cash flow decisions. These services are designed to work together seamlessly so nothing falls through the cracks.
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The government wants a percentage of your business profit, but you get to subtract legitimate business expenses first. The key is knowing what qualifies as a business expense, timing your income and expenses strategically, and choosing the right business structure (LLC, S-Corp, etc.) to minimize what you owe legally. Different business entities have different tax advantages: some let you avoid self-employment taxes, others offer more deduction opportunities. We help you navigate all of this—and explain it every step of the way— so you're not paying more than necessary while staying completely compliant and in-the-know.
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We save you money through proactive planning instead of reactive scrambling. Most business owners overpay because they make decisions without considering tax implications, miss valuable deductions, or choose the wrong business structure for their situation. Yikes. We help you time income and expenses strategically, maximize legitimate deductions, ensure you're in the most tax-advantageous business structure, and set aside appropriate amounts quarterly so you avoid penalties and cash flow crunches.
Our goal is to remove the stress and guesswork out of taxes. You’re a brilliant business owner, and with us in your corner, you won’t have to play accountant every month too.
Winging it works great until it spectacularly doesn't.
Let’s find those hidden profits so you can stop worrying about cashflow.
Send us a message to get the ball rolling.
We'll dig into what's working, what's driving you crazy, and what you're trying to build—then design the support system that gets you there.
Hand over the headache.
We handle the heavy lifting of getting your books organized and systems integrated—all the stuff that drains you but excites us.
Step into profit priority mode.
Monthly reports with clear action plans, guidance that’s always 3 steps ahead, and strategic support that grows with your business. We think you’re going to like it here.
Your profit margins are playing hard to get.
We'll help you crack their secret code.
Weekly insights that help you stop checking your bank balance 17 times before making business decisions and start making moves like a strategic CEO.
Ready to stop making tax decisions like you're rolling dice?
Free Financial Simulator
Is your Agency in the green, yellow, or red?
Operating in the black isn’t the only judge of financial health. You know your revenue and your goals. You know roughly what you're spending on your team. And you know how it feels when you check your bank account. But you need someone to tell you what those numbers actually mean.
Answer 7 questions you could rattle off from memory, and get an instant stoplight read on three things that make or break agency profitability: your revenue trajectory, your margin health, and whether your team is actually sized right for where you're headed.
Time estimate: 3 minutes.
No fairy-tale math, just a quick read on where you actually stand.
