Tax Planning & Preparation Services
We offer proactive and strategic tax planning and preparation that maximizes tax savings while protecting the cash flow in your online business.

Who is our tax planning and preparation service for?
Our tax services are for US based online and modern small businesses that want a reliable, proactive, and responsive accounting team in their corner. Whether you are looking to maximize your tax savings with our tax planning services, or you simply need your tax return filed accurately and on time, our tax team is ready to support you.
We regularly work with:
- Course creators
- Membership site owners
- Coaches
- Consultants
- Content creators
- Influencers
- Authors/Speakers
- Bloggers
- Podcasters
- Service providers
- Freelancers
- Self-funded SAAS companies
Our tax planning and preparation services are NOT a good fit if you are looking for:

You deserve a tax accountant that understands your business.
At Evolved Finance, we have been supporting online and modern small business owners with their bookkeeping since 2010. After hearing about our clients' frustrating experiences with their accountants, we created a tax planning and preparation service that is miles above any accounting experience you have had in the past.
Why we are different:
1.
We are proactive.
For our tax planning clients, our tax strategists put together a strategy for you and your business well before tax time ever comes around. This allows our accountants to maximize your tax savings each year while also reducing the amount of work that needs to happen right before your tax returns are filed. This makes the tax preparation process less stressful for you and your accountant.
2.
We are highly organized.
While many accountants shun technology, at Evolved Finance, we embrace it. By leveraging modern software platforms, our accountants are able to stay hyper organized so they can put their focus and attention on filing accurate tax returns and delivering exceptional customer service.
3.
We are client focused.
Every accounting firm will tell you that their clients are important, but at most firms, the experience they deliver to their clients doesn’t always reflect that. At Evolved Finance, the reason we are so proactive and highly organized is to create a less stressful tax experience for our clients. That means doing everything we can to make the tax planning and preparation processes as convenient, clear, and unintimidating as possible.
What our clients are saying
If your business…
- Operates in US dollars
- Generates $75,000 to $10,000,000 a year in revenue
- Sells digital products and/or services online
- …then there is a very good chance we are meant to work together.
Ready to Get Started?
The cost of our tax planning and preparation service is based on the size and complexity of your business. To receive your custom price quote and learn more about the full details of our service, please schedule a discovery call by clicking on the button below. This is a free, no-pressure call that allows us to learn more about your business and explore if our tax service is the right fit for your online business.