Virtual Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps small business owners keep more of what they earn, wherever their business is based and operates.
Virtual Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps small business owners keep more of what they earn, wherever their business is based and operates.
Virtual Tax Services for Small Businesses
From your first business return to a growing multi-entity structure, our CPAs and EAs handle your tax needs remotely from wherever you are.
What Changes When Your Taxes Work for You
Most small business owners only think about taxes once a year. Here's what happens when you hire a proactive CPA and start tax planning year-round.
Tax Preparation & Planning Pricing
For Individual and Business Taxes. See more of what we have below!
Getting Started
Up to $250k in annual revenue
Who's Eligible:
- Rental property owners, sole proprietors, and new business owners
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $2500 in savings or we'll refund the difference.*
- 30-business-day guarantee from receiving your files*
Growing Business
Up to $250k in annual revenue
Who's Eligible:
- LLC business owners, sole proprietors, and real estate investors
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $4995 in savings or we'll refund the difference.*
High-Net-Worth
Advisory
Over $1 Million in liquid assets
Who's Eligible:
- Business owners with multiple entities and/or real estate partnerships
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
*Guarantee is only available to clients who have not implemented a tax advisory plan in the last 2 years.
For Individuals
Ideal for individuals and families with W-2 income, investments, and a home.
Includes:
- Federal Form 1040 preparation
- One resident state tax return
- W-2 income reporting
- Investment and retirement income, including 1099-INT/DIV/B/R
- Mortgage interest, charitable contributions, child and dependent care, education credits Form 8863
- One Simple K-1 investment
- Secure portal delivery with e-file instructions
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Real Estate &
Self-Employed
Ideal for rental property owners, sole proprietors, and multi-partnership investors.
Includes:
- Everything in Essentials
- Up to 3 rental properties Schedule E
- OR One sole proprietorship Schedule C
- Self-employment tax calculation
- Passive loss tracking for rentals
- Existing depreciation schedules
- Up to 3 Simple K-1 investments
- Complimentary 15-min review call
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Business
Ideal for LLCs, C-Corps, S-Corps, multi-entity owners and high net worth individuals.
Includes:
- 1 Federal return preparation for S-Corp, C-Corp or partnership
- 1 State return preparation
- Quarterly estimates
- K-1 preparation for all partners
- Tax planning consultation
- Standard support schedules
Available Add Ons: Financial Clean Up, CryptoCurrency, Equity Compensation, Audit Protection, and more
*Clean documents required
How Virtual Works
Tax strategy, planning and preparation can all be done securely and remotely.
Get Matched With Your Team
Tell us about your business and we'll pair you with a CPA or EA who best fits your industry, state, and needs.
Share Your Documents Securely
Upload financials and tax documents through our secure client portal, whenever it's convenient for you.
Talk It Through
Connect with your team by phone or video to review your numbers and ask questions.
Stay Ahead All Year
Your team stays the same after filing, with quarterly strategy meetings to keep your taxes in check and avoid surprises in April.
One Team, Wherever Your Business Is
We serve small business owners in 48 states, all without a single office visit. Every client gets a named team who knows their file, not a rotating cast of strangers.
Find a CPA Near You
Serving Clients Coast to Coast, we offer services locally where we have offices
and virtually across the US.
Let's Talk Taxes
Get simple, transparent pricing and a team that's here for your business.
Frequently Asked Questions (FAQ)
Yes. Your documents are uploaded and stored through a secure client portal, and every return is prepared and reviewed by a licensed CPA or Enrolled Agent before it's filed. The only thing that changes with virtual tax prep is the location. The credentials, review process, and accuracy standards stay the same. Our team has experience with filing returns in every state.
You get a named team, not a rotating cast of strangers. The same CPA or EA who prepares your return this year is the one you call next year, and you can reach them by phone or video whenever you have a question.
Yes. We serve small business owners in 48 states, and our CPAs and EAs work across industries and state lines, so you're matched with a team that understands your state's specific filing requirements from day one.
Our teams respond within one business day (two during tax season). Slow response times are one of the most common reasons small business owners leave their current CPA, so we built our business model to solve that.
Yes. We manage multi-state tax needs regularly, including nexus analysis, state apportionment, and filings for businesses operating in more than one state, so you stay compliant no matter where you do business.
Getting started takes a few steps and no office visit. You share some information about your business, get matched with a CPA or EA suited to your industry and state, upload your documents through our secure portal, and review your return together by phone or video before signing electronically.
Pricing depends on the complexity of your return, not whether the service is virtual. We offer transparent, flat-fee pricing and give you a clear price before we start. If you’d like to add on additional consultations or services, you can.
We provide Audit Protection Coverage for up to $1,000,000 of tax representation fees in the event of an IRS notice of audit, giving you peace of mind.