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Tax Advantage Membership
Stay in contact, pay the right estimates, and avoid tax surprises or overpay, all year.
$199*/month, billed at the beginning of each month, 12-month subscription (Jan 1–Dec 31).
$199 security retainer due at signing, applied to your final month (refundable once the contract cancelled and all bills are current)
Tax preparation is billed separately.
What you get
Tax Planning and Proactive Support
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One annual Tax Planning Meeting to project your tax liability and discuss strategies for savings with our CPA.
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We’ll follow up quarterly via email to ensure your estimated payments are accurate and made on time. Additionally, we’ll review your compliance requirements each quarter and notify you of any upcoming needs.
Accounting Consulting and Compliance Reminders
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Unlimited questions by email answered once a month organized.
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Quarterly estimate guidance
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Compliance reminders (1099s, estimated payments, key deadline)
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Secretary of State compliance (Annual SOI e-filing + filing fees included)**Only California, Additional fee may apply depending on State.
Review and Assestment
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IRS/State letter Managment. We not only will review your letters but take care of them for you. Certified mail when needed all without extra cost.
Why this matters
Peace of mind, taking educated decisions in your company, accessibility to your reliable consultants.
Without ongoing planning, common outcomes include penalties and interest, year-end “damage control,” and notices turning into costly emergencies.
How to start
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Click Enroll Now
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You’ll receive DocuSign + a secure upload link
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Upload your info, we review, and you get clear next steps
✅ Enroll Now →
ℹ️ More Information →
* $200 One person/Business. We do special prices for groups of companies or entities.
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