Let's see if we're a good fit.
As Your Business Experts We
PREPARE ACCURATE RETURNS
KEEP YOU INFORMED
TAKE THE GUESSWORK OUT
SUPPORT YOU BEYOND TAXES
EVOLVE BUSINESS SUBSCRIPTION
My business is growing and I need more help.
As businesses grow, owners have more on their plates - employees, increasingly frequent tax deadlines, and increasingly complex accounting issues. We can take many tasks off your plate and the stress that goes with them. We'll build your Evolve subscription based on your needs to include:
Starts as low as $400/mo
Up to $500 onboarding fee.
Price will vary based upon complexity and scope of work.
*Must be subscribed all 12 months of the calendar year to receive the full benefit in the following tax season.
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Getting Started Session
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Mid-Year & End-of-Year Consult/Strategy Sessions
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Email/message support for 1 Additional Tax/Business Question Per Month
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Access for you and your core support staff to our new Facebook group
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Sales Tax, Excise Tax, & Personal Property Tax Returns
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Annual Newsletter and Special Alerts
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Important Deadline Reminders
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Client Resource Vault
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24/7 Access to a Secure Portal
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Registered Agent/Business Licensing Services
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Beneficial Owner Information (BOI) Reporting
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1099 Reporting*
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Federal & State Tax Preparation with our 'Essentials' level Support and Priority*
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Bookkeeping or Review Services if needed
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Payroll or Review Services if needed
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Other Business Compliance issues if needed
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Standard Work Guarantee
Inquire to schedule a discovery session so we can discuss your needs and build out your subscription.
WHAT YOU'RE REALLY GETTING
Hover over the options to see the benefits of working with our team. You must have an active subscription to receive your benefits.
Getting Started Session
We will schedule a session to discuss your business, review your current business practices, and make suggestions for improvement. This session will help you get started on the right track.
Prior Year Business Tax Review
We will review your prior year business taxes to make sure everything appears correct and to see if any deductions, credits or potential strategies were missed.
Twice Per Year Consult/Strategy Sessions
You can schedule one session to meet for planning and strategizing 05/15 - 09/30 and another one 11/15 - 12/15. Unscheduled sessions are lost.
One Monthly Tax or Business Question Included
We're happy to answer emailed/messaged questions such as "Is X taxable?", "Do I qualify for X deduction?", "Should I pay off X?", "Should I buy X?", "Should I take a distribution of X?", etc.
Unlimited Best Practices Questions
We're happy to answer emailed/messaged questions such as "Do I need to keep a log of this?", "Does this need to go on a 1099?", "How long do I keep these records?", etc.
Access to Our New Facebook Group
You and your core support staff will have access to our new Facebook group to ask us tax and business questions and bounce ideas off of other business owners like you.
Pre-Season Newsletter
Every year just before the start of tax season, we keep you informed by sending you our annual newsletter highlighting the major changes we feel affect our clients most.
Deadline Reminders
Stop worrying about forgetting deadlines. You will get automatic reminders from us for important tax due dates, estimated payment deadlines, and Beneficial Owner Information updates.
Special Alerts
We'll send you special announcements when we find out about sales tax rate changes, payroll tax changes, or income tax changes for businesses to keep you in the know.
Client Resource Vault
You will get access to our Client Resource Vault that contains deduction checklists, useful web links, and how-to-videos for things like making IRS payments.
Secure Online Portal
With the portal you can send/receive documents securely, store tax years, and e-sign tax forms. You can download the app to scan documents to pdf or message with us all on your phone!
Registered Agent/Licensing Services
We can monitor and renew your state business license and your Annual Report (LLC's and Corporations) so you don't have to worry about it.
State Sales Tax/Excise Returns and Personal Property Tax Reports
In most states, businesses pay excise or sales taxes either Annually, Quarterly, or Monthly depending on industry and income. We will prepare the returns for your business.
1099-NEC Preparation for Subcontractors
If you subscribe for the full calendar year, we'll prepare your 1099's the following January. If you started your subscription part way through the year, you'll be charged but at a discounted rate.
If you subscribe for the full calendar year, we'll prepare your 1099's the following January. If you started your subscription part way through the year, you'll be charged but at a discounted rate.
Tax Preparation
If you subscribe for the full calendar year, we'll prepare your Federal/State taxes the following January with our "Essentials" level support and priority. If you started your subscription part way through the year, you'll be charged but at a discounted rate.
If you subscribe for the full calendar year, we'll prepare your 1099's the following January. If you started your subscription part way through the year, you'll be charged but at a discounted rate.
Entity Owners' Tax Preparation
If your subscribing for a partnership or corporation, we can customize your package to include preparing the partners'/shareholders'/board members' personal Federal/State taxes the following January with our "Essentials" level support and priority.
Bookkeeping or Review Services
We can do your monthly bookkeeping for you. If you or an employee are doing your data entry for your books, we can review your books and do reconciliations instead.
Payroll or Review Services
We will help you develop payroll policies. We'll process payroll and reports for you and your employees. If you do your own payroll, we can monitor/review it for accuracy.
Standard Work Guarantee
If we make an error on your return, we will take corrective action free of charge and will pay any related interest and penalties up to the point of discovery and correction.