Expert services / Tax
Tax Planning & Filing
Year-round planning, on-time filing, and no scrambling in March.
Expert services are scoped and priced separately from your software plan.
The problem worth solving
Tax, with a clearer path.
Most business owners meet their accountant once - in March, after everything is already locked in.
How we help
Quarterly planning conversations, estimated payments handled, and on-time business and personal returns from the same team that has your books.
What comes together
Software, assistance, and expertise.
The software
- Tax-ready P&L and balance sheet
- Document vault for receipts and 1099s
- Quarterly estimate calculator
EazeAI assistance
EazeAI surfaces deductible categories you may have miscoded and reminds you about quarterly deadlines.
Expert support
Tax pros handle federal and state filings, S-corp election timing, and respond to IRS notices on your behalf.
From here to handled
A clear process from the start.
- 01
Quarterly check-ins
Review estimated taxes, deductions, and entity strategy every quarter.
- 02
Document collection
We pull what we can from your books and ask for the rest in one place.
- 03
File and follow up
Federal, state, and personal returns filed on time. Notices and amendments handled.
Find your fit
Is this the support you need?
- Single-member LLCs and S-corps
- Founders with W-2 income plus business income
- Multi-state filers
Good questions. Clear answers.
A few things you might be wondering.
Need a little more detail? We are happy to help.
Talk to our teamYes. You'll have a primary point of contact for your service, supported by a small team.
Our tax filings are prepared and reviewed by experienced tax professionals. Specific credentials vary by service tier - we are happy to share details for your specific engagement.
Email, scheduled calls, and in-app messaging. We aim for clear, timely responses appropriate to your service tier.
Explore more support
What else is on your list?
Business Formation
Form your LLC, S-corp, or C-corp the right way - with the books, EIN, and compliance ready from day one.
Bookkeeping
Clean books every month - categorized, reconciled, and ready for your accountant or your next investor call.
Payroll
Run payroll for W-2 employees and 1099 contractors without juggling three tools.
CFO Advisory
Forecasts, runway, and pricing decisions - without hiring a full-time CFO.
The right support starts with the right conversation.
Tell us about your business. We will agree on scope and pricing before the work begins.