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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.

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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:

  • The cheapest accounting experience possible.
  • An accountant you can ignore and not engage with.
  • A business manager that controls every aspect of your business and personal finances.
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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:


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.


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.


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

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.