We Recommend…

The Basics Package

The fundamental tax services you need to feel confident in your small business tax prep.

Tax Savvy Jessica knows…

There’s more to life than taxes.

Sure, paying your taxes is part of the gig.

But running your own business is so much more than “just” earning a paycheck and making sure your quarterly estimates are done.

You’re chasing success because you want to create a remarkable life for yourself and your family.

Working hard today means getting you one step closer to your vision of the future…whatever that looks like for you.

TSJ doesn’t view managing your taxes as a list of boxes to be checked and papers to be filed.

Jessica keeps your ultimate goals in mind when creating a custom tax strategy so that you’re positioned to create the life you really want.

 

 

 

What We Offer

The Basics

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Chat Support

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Year-end Check-ins

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Tax Preparation

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Tax Notice Monitoring

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Tax Deadline Reminders

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Entity Compliance Monitoring

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Secure Portal

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Exclusive Client Resources

Investment

$1,500

or 3 payments of $650

Our fees for services are tax-deductible

*90 day commitment required

Package Details

Support

Our team is available to support you at tax time and beyond so you can get your tax questions answered without the worry of a surprise bill. You’ll have access to our secure chat right from your smartphone.

Year-end Check-ins

During our check-in, we’ll meet for 50 minutes to ensure you’re prepared for your potential tax liability due at tax time.

Income Tax Preparation

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

Tax Notice Monitoring

Each year, millions of IRS and state tax notices are sent to taxpayers requesting additional information or reporting discrepancies on tax returns. Our team is ready to review and respond to tax notices you may receive.

Tax Deadline Reminders

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

Entity Compliance Monitoring

Annual report compliance requires attention throughout the year. Our team uses state-of-the-art technology to review and monitor your annual reporting deadlines in all 50 states, keeping you on top of your filing requirements to keep your entity in good standing. 

24/7 Access to Secure Portal

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 portals available at your fingertips right from your smartphone. 

Exclusive Client Resources

Our client resources include access to our monthly newsletter covering topics such as tax deductions you might be overlooking and upcoming changes to the tax code, our Deduction Guide for Freelancers filled with 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. 

How it Works

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Enroll

Complete our client application form, confirm your package selection, sign your contract, and remit your payment.

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Meet

At onboarding, we’ll introduce you to your dedicated Client Success Manager who will support you throughout our engagement ensuring you are set up for success.

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Collaborate

Our team will communicate with you throughout our engagement of the actions needed on your part. 

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Check-in

At check-ins, we’ll meet for 50 minutes to confirm your plan is on track.

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Tax Time

At tax time, our team prepare your tax returns and present your tax savings.

Ready to work with Tax Savvy Jessica?

Here’s how.

Create an Account

Once you click the Enroll Now link below, you’ll be prompted to create an account.

Apply online

Complete a short application for service.

Schedule a Call

Once your application has been received, we’ll reach out to schedule a 20 minute discovery call where we’ll review the details of your application and determine if we’re the right fit.

Ready to get started?

Let’s do this!