Don't leave $5,000-$30,000 on the table. Strategic tax prep that coordinates with your CPA, identifies deductions, and gets you ready for filing season.
Founders overlook 15-20 common deductions. Software subscriptions, home office, travel, professional services. Average: $5k-$15k in missed deductions.
Default C-Corp structure may not be optimal. S-Corp elections, LLC tax elections, retirement plan strategies—most founders never explore these options.
Missed quarterly estimates, payroll tax issues, untracked 1099 contractor expenses. Each gap creates penalties and audit risk.
Most startup CPAs are reactive. You hand them documents in March, they file in April. No strategic planning, no optimisation.
We review your prior year return, current business structure, and income level. We identify tax planning opportunities specific to your situation.
We audit your expenses for overlooked deductions. Software, travel, home office, professional services, R&D credits, retirement plans. We show you where money can be saved.
We evaluate your entity structure and recommend changes if beneficial. S-Corp elections, LLC tax elections, retirement plan optimisation. We run the numbers.
We prepare a comprehensive tax strategy memo for your CPA. They have clarity on what deductions to claim, structure changes to implement, and quarterly estimates to set.
We review your CPA's draft return against the strategy. We confirm deductions are captured, structure changes are reflected, and nothing was missed.
For bootstrapped founders & solo operators
Typically saves $8,000-$15,000 in taxes
Book This PackageFor growing startups & pre-Series A
Typically saves $15,000-$30,000 in taxes
Book This PackageFor Series A & scaling startups
Typically saves $20,000-$50,000 in taxes
Book This PackageBuild your own tax strategy
We identify every deductible expense: software, travel, meals, home office, professional services, equipment, retirement contributions. No stone unturned.
S-Corp elections, LLC tax elections, retirement plan optimisation. We show you the tax impact of each option so you make an informed decision.
Quarterly estimated tax due dates, payroll tax schedules, 1099 deadlines, and year-end action items. Never miss a deadline again.
We prepare a strategic memo for your CPA. They see exactly what deductions to claim and what structure changes to implement.
Strategic tax planning for the full year. Quarterly checkpoints, mid-year adjustments, and year-end strategies to maximise savings.
We review your CPA's draft return against the tax strategy. We confirm nothing was missed and optimisations were captured.
Bootstrap/Pre-Seed: $5,000-$10,000/year
Seed Stage: $10,000-$20,000/year
Series A: $20,000-$50,000/year
Series B+: $30,000-$100,000+/year
Based on missed deductions, structure optimisation, and timing strategies. Individual results vary. Tax is just one component of financial optimisation; overall value often includes better decision-making, compliance risk reduction, and strategic clarity.Most founders recoup the cost of tax prep services within the first month of tax savings.
Tax prep season opens. Book your package and complete initial assessment.
Deduction audit, structure review, and strategy development with your input.
CPA coordination and strategy memo preparation. Your CPA has everything they need.
Filing deadline (April 15). Your taxes are filed with full strategy implemented.
Don't leave thousands on the table. Book your tax prep consultation and get strategic, not just reactive.
Tax prep packages available January-April. Book early for best availability.