Tax Ready Books
A 1-on-1 Monthly Retainer Service for Independent Contractors, providing a deep dive into your business structure, financial strategy, and tax savings. We’ll develop a customized plan to minimize your tax liability, ensure compliance, and help you build a stronger financial foundation.
Stop Stressing About Your Taxes and Finances – Let Us Handle It for You
From tracking expenses to tax preparation and tax notice support, we take the financial guesswork out of running your business so you can focus on what you do best.
Tax ready financials - “Set the Foundation”
This package ensures Independent Contractors have clean and accurate financial records, making tax filing simpler and helping you stay compliant while minimizing your tax liability.
- Software: QBO, Wave, Freshbooks, or Xero
- Monthly bookkeeping and bank reconciliation (up to 2 accounts)
- Management Reports: Profit & Loss Statement + Balance Sheet (Quarterly)
- Video Review of Management reports (Quarterly)
- Preparation of Federal and State returns for business and owner.
SCHEDULE A DISCOVERY CALL
Audit-Proof Tax Management -
“Stay in the Clear”
This package is designed for Independent Contractors seeking expert tax guidance. It provides additional insights, support, and tax preparation strategies to help you avoid costly mistakes, maintain compliance, and minimize your tax liability.
- All services from Tax Ready Financials PLUS
- Management Reports: Profit & Loss Statement + Balance Sheet (Monthly)
- Monthly video updates explaining financial trends and tax-saving opportunities
- 90 Min Tax Strategy & Quarterly Review + Report
- Assistance with calculating estimated quarterly tax payments
- Tax notice support (responding to IRS/state notices) if needed (Does not include audit services
SCHEDULE A DISCOVERY CALL
Legacy Tax Optimization -
“Maximize Your Wealth”
This package is for Independent Contractors who want proactive tax planning and comprehensive financial oversight. By investing in a tax compliance retainer, you'll receive 1:1 expertise to stay compliant, save more, and strategically grow your business.
- All services from Tax Ready Financials & Audit-Proof Management PLUS:
- Full-service bookkeeping (weekly transaction updates)
- 45 Minute Monthly Money Review Calls
- Custom tax planning strategies tailored to client goals
- Business entity selection and setup consulting (or restructuring advice)
- Custom KPI Tracking & Reports
- Financial Projections as needed
- Annual tax plan analysis with a written report of strategies to implement for the upcoming year
SCHEDULE A DISCOVERY CALL
Note: All consultations are virtual
Get Started
We are here to provide you with 1:1 dedicated support as your go-to Tax Strategist. It’s like having an expert exclusively focused on your independent contracting business.