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 PACKAGE
My business is growing and I need more services and support.
Starts at $400/mo
12 month commitment
Price will vary based upon complexity and scope of work.
*ONE TIME ON-BOARDING FEE $500-$1500
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Personal and Business Tax Preparation - Federal and State - with Essentials Level Tax Support
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Personal Tax returns for Entity Owner's if Wanted
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Review of Prior Year Business Taxes
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Sales Tax, Excise Tax, & Personal Property Tax Returns
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Annual Newsletter and Special Alerts to Inform You of Important Tax Changes
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Deadline Reminders
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Client Resource Vault
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24/7 Access to a Secure Portal
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Getting Started Session
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Quarterly Check-Up and Strategy Sessions
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10 Additional Tax/Business Questions Through the Year
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Registered Agent/Business Licensing Services
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Bookkeeping or Review Services if Needed
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Payroll and 1099 Services if Needed
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Standard Work Guarantee
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 business package based on your needs to include:
Package can be upgraded at any time if your business needs change.
Apply to schedule a discovery session so we can discuss your needs and build out your package.
WHAT YOU'RE REALLY GETTING
Hover over the options to see the benefits of working with our team.
Tax Preparation
Your tax returns will be prepared accurately and we review them with you to answer any questions you have. We want you to understand what you are signing.
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.
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.
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 & Special Alerts
You will get automatic reminders from us for important tax due dates and estimated payment deadlines. You'll also be alerted to income tax, payroll tax, and sales tax changes.
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!
Getting Started Session
During this session, we will learn all about you and your business. We'll collect information to set up your account, have you sign tax agency authorizations, and advise on current best practices.
Quarterly Check-Up and Strategy Sessions
You can schedule a session to meet in June, September, and December to discuss changes in your tax situation and basic tax strategies that may help you. Unused sessions are lost.
Ten Additional Tax or Business Questions
We are happy to answer pressing tax 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.
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.
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 and 1099 Services
We will help you develop payroll policies. We'll process payroll for you and your employees. We will also prepare quarterly payroll tax reports and annual W-2's and 1099's.
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.