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 reserved for Evolved Finance bookkeeping clients only. Please click here if you would like to learn more about our industry-leading bookkeeping service.
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 service is NOT a good fit if you are looking for:
You deserve a tax accountant that understands your online business
and can build a unique tax strategy for your financial situation
At Evolved Finance, we have been supporting online 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.
We are able to accomplish this by doing three things:
1.
All clients receive tax planning
All of our clients receive tax planning as part of their base service. 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 maximize your tax savings by connecting with you quarterly
We take a proactive approach to the yearly tax process. After your initial tax planning call, our accountants follow up with you each quarter to ensure your tax strategy is going as planned. If you want to maximize your tax savings, you have to be in touch with your accountant more than once a year. Our tax service ensures you develop a relationship with your accountant and that they stay in the loop with what’s going on for you and your business.
3.
We do not overload our accountants with clients
We believe in quality, not quantity. That is why each of our tax clients are assigned a tax strategist and a tax preparer to ensure that our accounting team can focus on delivering a tremendous client experience. We also put a cap on the amount of clients each of our accountants manage so they have the time and space to give their clients the attention they deserve.
What our clients are saying
The combined bookkeeping and tax services helped a first-generation entrepreneur build financial security
After working with Evolved Finance for my bookkeeping, signing up for their tax service was a no brainer. Corey, Parker, and the whole Evolved team do a fantastic job of helping me understand complex topics and address financial roadblocks without guilt or shame. They’ve not only saved me tens of thousands by suggesting previously overlooked deductions, but have also empowered me to build a more profitable business and financially secure life for me and my family. As a first generation wealth builder, this service is truly invaluable and feels like an investment in my future.
Latasha James
Founder, James + Park Creative
organized, responsive, and always ahead of the game.
The Evolved Finance tax team is amazing—organized, responsive, and always ahead of the game. They make it super easy by clearly communicating with us exactly what they need for both our personal and business taxes. And they take the time to walk us through the details before anything is finalized, instead of just sending us documents to sign with no context. I feel confident in their tax strategy, and fully supported every step of the way!
Valerie Herman
CFO, 90 Day Year & Herman Global Ventures
Returning to Evolved was a "huge relief" and felt like coming back to a "safe haven."
One of my biggest regrets in my business is, after a year and a half of working with them, moving away from Evolved Finance to a consolidated bookkeeping/accounting/collections service. It didn’t take long for me to badly miss the pointed, considerate partnership and guidance from Evolved. I miss Parker was a thing that I said to my wife/business partner many times. I have now moved back to Evolved. My re-onboarding call was such a huge relief, it felt like bringing my business back to a safe haven.
Matthew Brinkley
COO, Shannon Brinkley Studio
empowering CEOs to make informed business decisions
Before I used Evolved Finance for my tax prep, I dreaded tax season. I didn’t totally trust my accountant to prepare my business and personal taxes, and they would forget important details about my finances, as I was just one amongst hundreds of clients they had each year (and… did they truly ever understand what I did as an online business owner and how it impacted my taxes? Definitely not!).
I jumped on Evolved Finance’s tax services, and am thrilled to have my bookkeeping and tax prep done by the same, trustworthy business. I know there aren’t any dropped balls or missing information between my business and personal finances and our tax team, and I am completely confident that – perhaps for the first time ever – my taxes were done thoroughly and correctly. This tax season has been the smoothest in the past 15+ years, despite having more financial complexity than ever before – all in part to the team at Evolved. Thank you!
Allison Ball
Founder & CEO, Food Biz Wiz, Inc
Took business from $400K to $1 million in 2 years
OMG – where do I even begin?! Evolved Finance is basically the Harvard of Bookkeepers + Accountants for online businesses. They are SO knowledgeable, SO on-the-ball, and SO thorough. They pay for themselves in tax savings (literally!). We started working with them right after my first $400k year, and two years later? The business did 1.02 million in 12 months! Their support allows me to spend basically zero mental energy + bandwidth on bookkeeping + taxes (yet have peace of mind knowing they’re flawlessly handled). This allows me to pour my energy + brain power into making sales and delivering for my clients, which is my actual zone of genius. If you’re ready to have true PROs handling your financial backend…there’s nobody better. Also – everyone on the Evolved Finance team is super personable and helpful. HIGHLY recommend working with them!
Rebecca Ives
Marketing Coach and CEO, The Content Queen
If your online business…
- Operates in US dollars
- Generates $100,000 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.