Tax Planning & Preparation Services
We offer proactive and strategic tax planning that maximizes tax savings while protecting the cash flow in your online business. If you have longed for an accountant that understands your business and can proactively lowers your tax bill, then you have come to the right place.
Who is our tax planning and preparation service for?
Our tax services are for US based business owners that want a reliable, proactive, and responsive accounting team they can count on. 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 team is ready to support you.
We regularly work with:
- High Earning Households
- Coaches and Consultants
- Course Creators
- Professional Service Firms
- Health and Wellness Service Providers
- Marketing and Creative Agencies
- Membership Site Owners
- Content Creators and Influencers
- Authors and Speakers
- Self-funded SAAS companies
Our tax planning and preparation services are NOT a good fit if you are looking for:
Tax support that goes beyond just filing your return.
At Evolved Finance, we’ve been working with business owners since 2010, and over the years we’ve heard the same tax frustrations come up again and again. Most accounting firms are built around volume, focused on getting through as many returns as possible. That’s not how we operate.
We’ve built our tax services around what our clients actually need: clear communication, proactive guidance, and a team that stays on top of things so you don’t have to. We take the time to understand your business, dig into your tax situation, and look for opportunities to help. For many of our clients, that translates into meaningful tax savings and a sense of clarity around their taxes that they didn't know was possible.
How 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
paid for themselves through tax savings & strategic pivots
Working with the team at Evolved Finance has fundamentally changed how I approach my business. There are many uncertainties in this world, but I feel more in control of my finances than ever before. We’re starting the year in a much healthier position as a result. Truly, working with Evolved Finance has been a game changer for us. They’ve more than paid for themselves between the tax savings and the pivots we’ve made since we started working together.
Deb Thompson
Co-Owner & President, Nahcotta
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
If your business…
- Operates in US dollars
- Generates $100,000 to $10,000,000 a year in revenue
- Sells services and/or digital products
- …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.