Tax Packages

Tax Savvy Jessica designs turnkey Tax Strategy Plans for 6-figure coaches and consultants who want to pay less in taxes, ditch the numbers stress, and free up more of their money to build their dream life.

What We

Offer

THE BASICS PACKAGE

Who It’s For: Business owners in the early stages of growth.

What’s Included:

  • Chat Support
  • Year-end Check-ins
  • Tax Deadline Reminders
  • Tax Account Monitoring
  • Tax Preparation (Business and Personal Income)

THE ESSENTIALS PACKAGE

Who It’s For: Business owners beginning to experience accelerated growth.

What’s Included:

  • Chat Support
  • Twice per Year Check-ins
  • Tax Deadline Reminders
  • Tax Account Monitoring
  • Tax Preparation (Business and Personal Income)
  • Tax Savings Plan

THE SAVVY PACKAGE

Who It’s For: Business owners in a steady state of growth and profitability with a DIY component. 

What’s Included:

  • Email and Chat Support
  • Quarterly Check-ins
  • Tax Deadline Reminders
  • Tax Account Monitoring
  • Tax Preparation (Business and Personal Income)
  • Tax Savings Plan
  • DIY Implementation

THE STRATEGY PACKAGE

Who It’s For: Business owners in a steady state of growth and profitability with white glove implementation.

What’s Included:

  • Email and Chat Support
  • Quarterly Check-ins
  • Tax Deadline Reminders
  • Tax Account Monitoring
  • Tax Preparation (Business and Personal Income)
  • Tax Savings Plan
  • White Glove Implementation

TAX MAINTENANCE PACKAGE

Who It’s For: For Strategy Package clients after our first year together

What’s Included:

  • Email and Chat Support
  • Twice per year Check-ins
  • Tax Deadline Reminders
  • Tax Account Monitoring
  • Tax Preparation (Business and Personal Income)
  • Tax Savings Maintenance

Find out which package is right for your business.

Take our Fit & Pricing Quiz to find the package that fits your needs.