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
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
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
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
Always going above and beyond
I’ve used Evolved Finance for our bookkeeping services since 2018, so I was thrilled when they added in tax services. Everyone on the Evolved Finance team that I’ve ever interacted with has been smart, kind and responsive! They have gone above and beyond to work with me on not just filing my return, but also helping me to understand the return and plan for a successful and profitable future. I highly recommend their tax services.
Anna Powers
Founder, Clickworthy Copywriting Certification
Make time to soak up the expertise they offer. They have become my trusted advisors, colleagues and friends.
There is a line in the sand — my business life before working with Evolved Finance and my life with EF in it. Building an entrepreneurial business is one of the hardest things I’ve ever done. Worries like how much to spend on specific expenses, or how to optimize for taxes and profit, are now laid to rest. Not only have Parker, Corey and the EF team given me invaluable financial advice, even better, they’ve given me, and continue to give me, a financial education. Word to the wise: You will get out of Evolved Finance what you put in. Make time to soak up the expertise they offer. They have become my trusted advisors, colleagues and friends.
Debbie Steinberg Kuntz
Founder & Licensed Family Therapist, Bright & Quirky
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.