Tax Planning & Preparation Services
Wondering if you're saving enough on taxes? Wish your accountant helped you plan ahead? Want to feel confident your returns are done right? We've heard these same concerns from business owners time and time again. That's why, at Evolved Finance, we've built our tax planning and preparation services around what matters most to you.
Who are our tax services for?
Our tax services are designed for established U.S.-based business owners who want a reliable, proactive, and responsive accounting team they can count on. Whether you're looking to save more on taxes through proactive planning or simply want your returns filed accurately and on time, our team is here to help.
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 filing your return.
We know everyone's tax situation is unique, which is why we don't believe in taking a one-size-fits-all approach.
Imagine having a tax team that takes the time to understand your business, your personal financial situation, and what you're ultimately working toward. A team you feel comfortable reaching out to with questions, that helps you plan ahead and understand your options, and that genuinely cares about getting things done right.
That's the kind of experience you can expect at Evolved Finance.
Services Built Around Your Needs
option 1
Tax Planning & Preparation
Make the most of your tax savings opportunities.
Don't wait until tax season to find out what you could have done differently. By then, some of your best opportunities to save on taxes may have already passed.
When you work with Evolved Finance for tax planning and preparation, we'll look for potential tax-saving opportunities, develop a personalized plan around your situation, and work with you throughout the year to put our recommendations into action. When tax season comes around, we'll handle preparing and filing your annual returns, too.
Option 2
Tax Preparation
Feel confident in your tax returns.
Not all tax preparation is created equal. When accounting firms are focused on filing as many returns as possible, it's easy for important details and personal attention to get overlooked.
At Evolved Finance, we take a different approach. If you don't need ongoing tax planning, you can still count on our team to give your returns the attention they deserve, with a focus on accuracy, thoroughness, and keeping you informed throughout the process.
Not sure which tax service is the best fit for you? We can help!
What it's like to work with us:
1.
We are proactive.
You shouldn't have to chase down your accountant or constantly wonder what's happening with your taxes. At Evolved Finance, we stay ahead of important deadlines, keep you informed about what needs your attention, and reach out when there's something you need to know. Our goal is to make sure you're never left wondering what comes next.
2.
We are highly organized.
Tax season can be overwhelming enough without having to figure out what your accountant needs from you. We use modern technology and clear processes to make gathering information, meeting deadlines, and getting your returns filed as straightforward as possible. We want you to feel like you're in good hands from start to finish.
3.
We are client focused.
We know how personal your finances are, and we don't take the trust you place in us lightly. You're never just another tax return to our team. We want you to feel comfortable asking questions, understand what's happening with your taxes, and know that your concerns are being taken seriously. Because working with your accountant shouldn't feel intimidating.
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 you…
- Own an established U.S.-based business
- Have a profitable business and/or significant household income
- Value proactive advice, clear communication, and getting your taxes done right
- …then there is a very good chance we are meant to work together.
Could you be saving more on your taxes? Let's find out.
As part of our discovery process, we'll review your prior tax returns, look for potential tax-saving opportunities, and help you understand which of our services makes the most sense for your situation.