Solo Practitioners
- Physicians (private practice)
- Attorneys (solo to small firm)
- Financial advisory practices
- Therapists & consultants
Tax Essentials
Bookkeeping, tax planning, tax preparation. Fully integrated. For businesses earning $150K-$400K profit.
Monthly Fee$780-$1,230
Annual Savings$15K-$35K
ROI2-3X
Who This Is For
Spend 30 seconds to see if you qualify. Tax Essentials is for businesses earning $150K-$400K annual profit.
Qualification Requirement
$150K-$400K Annual Profit
Below $150K, our fee costs more than you'd save—start with strong DIY bookkeeping instead. Above $400K, Tax Architecture's advanced strategies deliver more value. Right in this range, Tax Essentials is built for you.
Small Businesses
- Service businesses (contractors, dentists)
- Restaurants & retail
- E-commerce and tech businesses
- Any business earning $150K-$400K profit
Real Estate Investors
- 2-10 rental properties
- Portfolio value under $2.5M
- W-2 income plus rental income
- No cost segregation studies yet
Financial Advisors
- Solo RIAs
- Small advisory firms
- Independent insurance agents
- Up to $50M AUM
Why Integration Matters
Three separate advisors miss what one integrated team catches.
BookkeeperSees your operations
Tax PlannerSees quarterly strategy
Tax PreparerHas complete picture
= Catches what fragmentation misses
What's Included
Monthly
Monthly Bookkeeping
Bank & CC with all reconciliations. Your books ready by the 15th. Tax-aware categorization. QuickBooks Online included.
- Bank & credit card reconciliation
- Transaction categorization with tax awareness
- P&L and balance sheet monthly
- Books ready by the 15th
Quarterly
Quarterly Tax Planning
P&L review and tax projections. Estimated payment calculations. Strategy identification. Coordination across your team.
- Quarterly P&L review
- Estimated payment calculations
- Deduction & strategy identification
- Direct coordination with your preparer
Annual
Annual Tax Preparation
Business + personal returns. All schedules and entities. Complete picture, no surprises. Extension management if needed.
- Business return (all schedules)
- Personal return—filed together
- Entity-level filings included
- Extension management if needed
Included
Support & Tools
QuickBooks Online license included. Dedicated bookkeeper assigned. Email and phone support. Year-round coordination.
- QuickBooks Online license included
- Dedicated bookkeeper assigned
- Email & phone support
- Year-round team coordination
Pricing
Monthly:$780/month
$9,360/year for businesses earning $150K-$250K profit
- Monthly bookkeeping
- Quarterly tax planning
- Annual tax preparation
- QuickBooks Online included
- Email & phone support
$15K-$25KAnnual tax savingsPerfect for: sole proprietors, simple entities
Monthly:$1,230/month
$14,760/year for businesses earning $250K-$400K profit
- Everything in Tier 1, plus:
- Priority monthly bookkeeping
- Multi-entity coordination
- Quarterly strategy calls
- Multi-state filing if needed
$20K-$35KAnnual tax savingsPerfect for: multi-entity, higher-complexity businesses
24-month commitment (2 tax seasons). Cancel anytime after. Most clients stay 5+ years because the service pays for itself.
The Math
Your Current Fragmented Approach
DIY bookkeeping (your time)4 hours/week
Yearly "catch-up" bookkeeping$1,800-$2,900/year
CPA for tax filing only$2,000-$4,000/year
Missed deductions (no coordination)$20,000-$40,000/year
Real cost: $23,800-$46,900/year
$9,360-$14,760/year
Tax Essentials Integrated System
Net: +$5,000-$20,000 back in your pocket
How It Works
01
Qualification Call
15 minutes. We confirm you're a fit and answer your questions—no pressure.
02
Onboarding
Send bank/CC access, prior-year returns, and entity docs. We take it from there.
03
Monthly Service
Bookkeeping closed by the 15th every month. QuickBooks Online kept current.
04
Quarterly Planning
Projections, estimated payments, and strategy calls—so nothing waits until April.
05
Annual Filing
Return filed by your preparer, who already knows your full-year picture.
06
Year 2+
Strategies compound. Most clients stay 5+ years because the service pays for itself.
Real Client Results
Before Tax Essentials:
- DIY QuickBooks, always behind
- Estimated payments guessed, not calculated
- CPA saw books once a year
- No coordination between bookkeeper and CPA
With Tax Essentials:
- Books closed by the 15th, every month
- Quarterly estimated payments calculated precisely
- Preparer sees full-year picture, not a snapshot
- One coordinated team, nothing falls through the cracks
$27,600Annual net savings
Before Tax Essentials:
- Mileage logged on paper, half of it lost
- Vehicle expenses never optimized
- Section 179 timing missed two years running
- Bookkeeper and CPA never spoke
With Tax Essentials:
- Actual vehicle expenses tracked and deducted
- Section 179 timed to the fiscal year
- Quarterly planning catches equipment purchases in time
- One team, complete coordination
$31,400Annual net savings
Before Tax Essentials:
- Straight-line depreciation only
- Properties tracked in spreadsheets
- CPA never saw the full portfolio at once
- No proactive planning between filings
With Tax Essentials:
- Depreciation reviewed across the whole portfolio
- Bookkeeping consolidated property-by-property
- Quarterly check-ins on acquisitions and disposals
- Complete coordination, complete picture
$23,200Annual net savings
Get Started with Tax Essentials
Free Return Review
Send us your last tax return. We'll show you what's being missed.
Request Free Review