Tax Savvy Fit & Pricing Guide

Let’s see if we’re a good fit

Learn more about how Tax Savvy Jessica can support your business goals through our Strategy Package. If you’re ready to get started, click the link at the bottom to complete my client application form.

Taxes don't have to be stressful.

Dealing with your taxes can feel like everything is being taken from you - your time, your attention, AND your money.

When all you want to do is focus on growing your business, sitting down to handle your taxes is like being called into work when you’re smack dab in the middle of a satisfying Netflix binge. Suddenly, the fun is gone and you’re booted right back to reality - quarterly payments and all.

It doesn’t have to be this way.

Let me take your stress away.

As your dedicated Taxpert I will

1. Keep You Updated

On which deductions you’re eligible for, so you can keep more of your hard-earned money.

t

2. Take the Guesswork Out

Of making quarterly estimates, so you can relax knowing your tax bill is on the right track.

}

3. Year Round Support

So you’ll know I’ve always got your back when it comes to your tax strategy.

What sets me apart.

1. It’s not just about the taxes. Unlike many other tax accountants, I’m available all year via phone or email. I don’t drop off the face of the planet after tax season.

2. I offer ongoing education. As my client, you’ll receive ongoing, up-to-date communications with helpful financial and tax content. I strive to empower my clients with information. I also provide my clients with exclusive access to resources including monthly webinars and a video training library.

3. I’m not your average tax accountant. I’m an IRS-Enrolled Agent, which means I have the *highest* credential offered by the IRS. Yeah! The IRS calls it an “Elite Status.” I’m not sure that I’m “Elite,” but I sure do know a heck of a lot about your taxes!

Strategy

This service is ideal for the business owner with annual revenue of at least $100k 

  • Email & Chat Support
  • Quarterly Check-ins
  • Tax Deadline Reminders
  • Tax Account Monitoring
  • Tax Preparation
  • Tax Reduction Plan

Tax-deductible investment of $10,000 or $1,000/month (12-month commitment required)

Package Perks

You will recieve an array of perks from working with me.

Email & Chat Support

Our team is available to support you at tax-time and beyond! The Strategy package includes email & chat support so you can get your tax questions answered without the worry of a surprise bill.

Quarterly Check-ins

We’ll meet quarterly to ensure your tax strategy is reaching its maximum potential.

Tax Deadline Reminders

End the hassle of remembering all your tax compliance due dates. Our team will send email reminders of your upcoming tax deadlines to keep you on track throughout the year.

Tax Account Monitoring

Each year, over a million IRS and state tax notices are sent to taxpayers requesting additional information or to report discrepancies between what is reported to the authority vs what is present on the tax return. Our team is ready to review and respond to tax notices you may receive at no additional cost.

Income Tax Preparation

Our team is committed to keeping up with all the latest changes to the tax laws. Rest assured your personal and business income tax returns are prepared accurately.

Tax Reduction Plan

Our team has researched and selected the best tax strategies available to save you money with an average ROI of 200% so you’ll always save more than our fee. These tax strategies are IRS-approved.

Exclusive Client Resources Including Monthly Webinars and Video Training Library

Our exclusive client resources include access to monthly webinars covering topics such as retirement planning and upcoming changes to the tax code, our Deduction Guide filled with the expenses you can and can’t deduct in your business, and video tutorials with step-by-step instructions for things like how to make payments to the IRS.

24/7 Access Secure Cloud Portal to Gather, Organize, and Sign Tax Documents

Whether you need late-night access to your tax documents or the ability to sign a tax return while vacationing with your family, our secure cloud portal is available at your fingertips right from your smartphone.

Still not sure?

Hear from our past clients on how we've helped them!

"I had a great experience working with Jessica. She was very knowledgeable and easy to talk to. She truly listens and cares."

– Steve Gabrielson –

"Jessica helped us understand the proper deductions for our personal and business taxes. She was very efficient and well organized."

– Helen Collett –

"Jessica answered all of my questions and kept me in the know. She was professional, timely, knowledgeable, and savvy!"

– Karen Buelterman –

"Jessica is friendly, efficient, knowledgeable, trustworthy, and fun! She brought me peace of mind and prepared my tax return at a great price point. "

– Karen Brothers –

Ready to get started?

Complete my client application form to see if we’re a good fit. I will then send you a link to book a call with me.