We Recommend…
The Savvy Package
The elevated tax services experience that helps build your business’s success with DIY implementation 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 Strategy Package
Quarterly Check-ins
Tax Deadline Reminders
Tax Account Monitoring
Tax Preparation
Tax Saving Plan
Secure Portal
Email & Chat Support
Exclusive Client Resources
DIY Implementation
Investment
$4,500
or 3 payments of $1,950
Our fees for services are tax-deductible
*90 day commitment required
After our first year together, you’ll be placed on our tax maintenance package at a rate of $2,500 or 3 payments of $1,150.
Package Details
Tax Strategy Check-ins
During our check-in, we’ll meet for 50 minutes to ensure your tax strategy is reaching its maximum potential.
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.
Tax Account 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.
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 Saving Plan
Our team has researched and selected the best tax strategies to save you money. These tax strategies are IRS-approved.
After our first year together, you’ll be placed on our tax maintenance package at a rate of $2,500 or $250 / month*
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.
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.
Exclusive Client Resources
Our exclusive client resources include access to webinars covering topics such as retirement planning 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.
DIY Implementation
Using our exclusive client resources, you will the tools you need to prepare and file your own forms, establish service, register your accounts, adjust payroll, and more! We will then check everything for accuracy.
Looking for a done-for-you service? Our Strategy Package offers everthing The Savvy Package does, but with white glove implementation so everything is done for you you by our team.
How it Works
Enroll
Complete our client application form, confirm your package selection, sign your contract, and remit your payment.
Meet
At onboarding, we’ll meet for 20 minutes to review the steps needed to kick-start your tax saving plan.
Collaborate
Our team will communicate with you throughout our engagement of the actions needed on your part.
Check-in
At check-ins, we’ll meet for 50 minutes to confirm you’re on track for tax time.
Tax Time
At tax time, our team prepare your tax returns.
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!