MAXIMIZING YOUR PROFITS
MINIMIZING YOUR TAX BURDEN
Year-round tax guidance, proactive planning, and maintenance
plans that keep you organized, compliant.
A Complete Year-Round Tax Support System
Built for business owners and investors who refuse to leave money on the table, your tax maintenance plan delivers proactive, year-round tax planning, quarterly strategy sessions, and ongoing access to expert guidance. With continuous oversight of your financial picture, we help you minimize taxes, keep your books clean, and stay aligned with your goals as your business evolves. Regular consultations and check-ins ensure your strategy adapts to changes in tax laws, income shifts, and life’s natural transitions—giving you steady, confident direction all year long.
We also handle your tax preparation and filing to keep you fully compliant, along with timely reminders for deadlines, estimated payments, and important action items so nothing falls through the cracks. And if questions or concerns arise—including unexpected IRS notices—you have direct access to support, answers, and representation when needed. Year-end virtual strategy meetings and built-in audit support options add another layer of protection and peace of mind, ensuring no surprises and no scrambling—just powerful, proactive tax strategy from start to finish.
Who We Serve
Mature Businesses
Established businesses that want deeper, year-round partnership — not once-a-year tax prep. These owners are ready for a proactive tax strategy, regular oversight, and ongoing maintenance that keeps their business organized, compliant, and prepared for every season. With consistent reviews and steady communication, mature businesses gain a steady hand guiding their tax picture forward.
Growing Businesses
Businesses in growth mode that need structure, clarity, and strategic guidance as they scale. These owners are making bigger decisions, adding revenue streams, hiring help, or shifting their operations — and they can’t afford reactive tax care. With ongoing maintenance, growing businesses get predictable support, intentional planning, and the confidence that their tax strategy is keeping up with their momentum.
New Business Owners
Startups, new entrepreneurs, and first-time business owners who want to begin on the right foot. Rather than guessing or relying on scattered advice, new owners get a clear, year-round plan that guides them through deductions, compliance, estimated taxes, and entity considerations. With steady support, they build strong habits, avoid costly mistakes, and grow with confidence from day one.
Maintenance Plans - Frequently Asked Questions
Why do I need a maintenance plan if we've already done a tax strategy?
Tax laws, regulations, and your business goals are constantly evolving. A maintenance plan keeps your strategy current and ensures that we proactively respond to changes throughout the year, maximizing your tax savings and supporting your financial objectives.
How will a maintenance plan benefit my business?
With a maintenance plan, you’ll receive:
- Year-round guidance to make tax-efficient decisions
- Regular check-ins to adjust your plan as needed
- Access to our expertise when new tax-saving opportunities arise
- Peace of mind knowing your taxes are managed proactively
What's included in the maintenance plan?
Your maintenance plan includes:
- Ongoing oversight of your financial situation to optimize tax outcomes
- Consultations on tax strategy updates and business goals
- Preparation and filing of tax returns for compliance
- Regular reviews to ensure your plan adapts to any new developments
- Timely reminders and support for deadlines and estimated payments
What is the cost of the maintenance plan?
The cost of a maintenance plan depends on the level of service and support your business requires. We offer several packages to fit varying needs and budgets, from essential compliance to comprehensive tax strategy services. Each option is designed to provide significant ROI through reduced tax liabilities and increased tax efficiencies.
How is this different from traditional tax preparation services?
Traditional tax preparation is typically a once-a-year activity, while a maintenance plan gives you continuous access to tax expertise all year. Instead of just preparing returns, we are here to help you make strategic decisions throughout the year, ensuring your tax strategy aligns with your business goals and takes advantage of every possible deduction and credit.
What kind of return on investment (ROI) can I expect?
Our goal is for your maintenance plan to pay for itself in tax savings and financial peace of mind. Clients who engage in proactive tax management often see returns in the form of:
- Lower tax liabilities through timely deductions and credits
- Better cash flow with optimized withholding and estimated payments
- Long-term wealth-building through strategic tax guidance
Will I still have support if I get audited?
Yes, all of our maintenance plans offer audit protection options. This means that if your return is flagged for review, we’ll provide guidance and representation throughout the process, helping you manage any questions or concerns that arise.
Can I adjust my plan if my business needs change?
Absolutely. Our maintenance plans are flexible, and we can adjust the scope of services if your business grows or encounters new challenges. We’ll regularly review your plan and recommend adjustments to ensure it remains aligned with your goals.
What if I don't need all the services in the plan?
Our maintenance plans are designed to provide value across the board, but we can tailor the services to suit your preferences and ensure you’re getting the most relevant support. We’d be happy to discuss which components are most important to you and adjust accordingly.
What if I qhave a question that isn't covered in our regular meetings?
With a maintenance plan, you’re not limited to once-a-year contact. Our team is available to you year-round to answer any questions and address any concerns. Simply reach out, and we’ll provide the guidance you need.
WHAT IS OUR TAX MAINTENANCE SERVICES? WATCH THE VIDEO ABOVE.
What's the process?
MAKE CONTACT
Provide Financial Documents
BRIEF MEETING
To confirm we are a good match
SCHEDULE A FOLLOW-UP
Two weeks out with a tax plan