We Recommend…

The Essentials Package

The fundamental tax services you need for small business success PLUS a personalized tax savings plan.

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 Essentials

N

Chat Support

N

Twice a year Check-ins

N

Tax Preparation

N

Tax Savings Plan

N

Tax Notice Monitoring

N

Tax Deadline Reminders

N

Entity Compliance Monitoring

N

Secure Portal

N

Exclusive Client Resources

Entities only:
N

Payroll Compliance Monitoring

Investment

For sole proprietors and single-member LLCs

$2,750

or 3 payments of $1,085*

Our fees for services are tax-deductible

*90 day committment is required

Investment

For entities taxed as corporations or partnerships

$3,500

or 3 payments of $1,365*

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.

Tax Strategy Check-ins

During our check-in, we’ll meet for 50 minutes to ensure your tax strategy is reaching its maximum potential.

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 Savings Plan

Our team has researched and selected the best tax strategies to save you money. These tax strategies are IRS-approved.

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. 

Entities only:
Payroll Compliance Monitoring

Avoid costly payroll reporting mistakes before they happen. Our team will assist you with reviewing your payroll records ensuring fringe benefits, reimbursements, retirement contributions, and salary adjustments are recorded in accordance to your tax saving plan. 

How it Works

9

Enroll

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

9

Meet

At onboarding, we’ll meet for 20 minutes to review the steps needed to kick-start your tax saving plan.

9

Collaborate

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

9

Check-in

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

9

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 account is active, we'll reach out to schedule a 20 minute discovery call where we'll review the steps needed to kick-start your tax saving plan.

Ready to get started?

Let’s do this!