(888) 450-3451
Bookkeeping, tax planning, tax preparation. Fully integrated. For businesses earning $150K-$400K profit.
Below $150K, our service costs more than you'd save. Above $400K, Tax Architecture delivers better ROI.
Traditional approach: Three separate vendors. Nobody talking. Information lost in the gaps. Tax Essentials: One integrated team with complete understanding.
Sees tax implications
Sees operations
Has complete picture
Unlike traditional bookkeepers, yours understands tax implications and coordinates with planner.
Unlike traditional CPAs, your planner sees monthly operations and coordinates with bookkeeper.
Unlike traditional CPAs, your preparer has seen your situation all year and coordinated with bookkeeper and planner.
Fixed monthly fee enables coordination without watching the clock.
For businesses earning $150K-$250K profit
Annual tax savings
Net: +$5K-$16K in your pocket
Perfect for: Solo practitioners, consultants, single-member LLCs, small service businesses
For businesses earning $250K-$400K profit
Annual tax savings
Net: +$5K-$20K in your pocket
Perfect for: Small teams (1-5 employees), contractors, shops, restaurants, multi-location
24-month commitment (covers 2 tax seasons). Cancel anytime after. Most clients stay 5+ years because the service pays for itself.
Saves $15,000-$35,000 in taxes
Net: +$5,000-$20,000 in your pocket
15 minutes. We verify you're earning $150K-$400K profit and that Tax Essentials makes sense for your situation.
Send bank logins, prior tax returns, QuickBooks access. We handle setup. Ready in 7 days.
Books reconciled by 10th each month. Bookkeeper flags opportunities. Planner reviews. Nothing missed.
Tax projection, estimated payments, action items. Emailed every quarter. No surprises in April.
Return filed by April 15. Preparer has complete context. Everything optimized. You're done.
Same integrated service. Rick monitors for Tax Architecture qualification. Recommends upgrade when you hit $400K.
"I thought my tax setup was fine..." Here's what these Tax Essentials clients discovered.
• DIY QuickBooks (6 hours/month)
• Annual catch-up: $4,200
• CPA filing only: $3,500
• Standard $19K 401(k)
• Home office simplified method
• No quarterly planning
Cost: $7,700 + 72 hours/year
• Books always current
• Quarterly planning
• Profit-sharing 401(k): $37K
• Actual home office: $6,800
• Vehicle optimization: $4,200
• Family employment: $8,400
Cost: $14,760/year + 0 hours
Annual tax savings
Net after fee: +$12,840 in pocket + 72 hours back
• Bookkeeper: $300/month
• CPA: $4,500/year
• Books always 2-3 months behind
• No tax planning
• April surprise: $42K bill
• Standard mileage on trucks
Cost: $8,100/year + constant stress
• Books current by 10th
• Quarterly estimates calculated
• Section 179 on new truck: $65K
• Actual expenses vs mileage: $8,200
• Equipment timing optimized: $12K
• No April surprises
Cost: $14,760/year + peace of mind
Annual tax savings
Net after fee: +$16,640 in pocket
• Tracking in spreadsheets
• Property manager statements pile up
• CPA: $3,200/year
• Straight-line depreciation only
• No repair vs improvement strategy
• Passive loss limitations
Cost: $3,200/year + lost opportunities
• All properties tracked properly
• Cost seg on 2 properties: $42K
• Repair allocation optimized: $8,600
• Material participation documented: $7,200
• Quarterly planning for new acquisitions
• Complete coordination
Cost: $9,360/year
Annual tax savings
Net after fee: +$13,840 in pocket
Two ways to begin:
Send us your last tax return. We'll show you what was missed. No obligation. Takes 48 hours.
Request Free ReviewDiscuss your situation. If you're earning $150K-$400K profit, we'll get you started within 7 days.
Call (888) 450-3451Mon-Fri 9AM-6PM EST