We provide comprehensive support to help you navigate the complexities of taxation, ensuring that you stay compliant while maximizing your financial opportunities.
TaxReady
Your Stress-Free Path to Fast and Accurate Tax Filing
Our TaxReady service is designed for individuals who are well-prepared and ready to file their tax returns without the need for complex assistance. Whether you're a first-time filer or a seasoned taxpayer, this streamlined service ensures a hassle-free and efficient tax filing experience for both your federal and state tax returns.
What is Included:
Individual Federal Tax Return
Individual State Tax Return
Maximum of 2 dependents
Up to 2 W-2s
Basic Deductions
(Standard, Child Tax Credit, Earned Income Tax Credit)
Who is it for?
Employees with simple tax situations
Individuals who are familiar with their tax documents and deductions.
TaxReady Plans
Bronze Plan
Gold Plan
Silver Plan
Ideal for straightforward situations with expert guidance
Up to 2 W-2s Included
Maximum 2 Dependents
Standard tax recommendations
Designed for individuals with a more complex tax situation
Up to 3 W-2s Included
Maximum 3 Dependents
Includes up to 5 W-2
Maximum 4 Dependents
Priority assistance
Maximum 3 Dependents
Ideal for those with moderate complexity
TaxPartner
Tax Filing Made Simple, Support Made Personal
Our TaxPartner service is designed for individuals who want a more guided and personalized tax filing experience. This service includes everything in our TaxReady plan, plus enhanced support to ensure you maximize deductions, understand tax-saving opportunities, and navigate any complexities with confidence. Whether you need expert insights, additional assistance, or simply want peace of mind, TaxPartner provides the extra level of guidance you deserve.
What is Included:
Everything in the TaxReady Plan
Assistance finding missing deductions
One-on-one support throughout the process
Personalized assistance for questions
Maximum of 3 dependents
Up to 3 W-2s
Who is it for?
Employees with more complex tax situations
Individuals who need extra support or are unsure about what deductions they can claim.
TaxPartner Plans
Bronze Plan
Gold Plan
Silver Plan
Ideal for straightforward situations with expert guidance
Up to 2 W-2s Included
Maximum 2 Dependents
Standard tax recommendations
Up to 3 W-2s Included
Maximum 3 Dependents
Personalized tax strategy
Includes up to 5 W-2
Maximum 4 Dependents
Priority assistance
Designed for individuals with a more complex tax situation
Ideal for those with moderate complexity
BizTaxSavvy
Taxes Made Simple for Self-Employed and Small Businesses
Our BizTaxSavvy service is designed specifically for self-employed individuals and small business owners who have all their necessary financial documents ready and want to quickly file their taxes with confidence. If you're prepared with your income records, expense documents, and tax forms, this service is for you.
What is Included:
Everything in the TaxReady Plan
Filing for a Schedule C (Self-Employment)
Up to 2 1099s forms
Deductions related to business expenses, including vehicle, home office, and equiments
Review of all available deductions
Who is it for?
Entrepreneurs, Freelancers, Gig Workers with 1 or 2 sources or income
Small Businesses Owners with a clear record of earnings and expenses.
BizTaxSavvy Plans
Bronze Plan
Gold Plan
Silver Plan
Ideal for straightforward situations with expert guidance
1 Schedule C Included
Up to 2 1099s Included
Standard tax recommendations
3 Schedule C Included
Up to 6 1099s Included
Priority assistance
Review of all available deductions
Designed for individuals with a more complex tax situation
Ideal for those with moderate complexity
2 Schedule C Included
Up to 4 1099s Included
ProTax
Unlock Every Tax Deduction You Deserve
ProTax is perfect service for self-employed individuals and small business owners who have a more complex tax situation and need expert assistance identifying deductions that can significantly reduce their tax burden. Whether you're unsure about the deductions you can claim or you're dealing with a more complicated situation, ProTax is here to ensure you don't miss out any opportunity to maximize your savings.
What is Included:
Who is it for?
Everything in the BizTaxSavvy Plan
Entrepreneurs, Freelancers, Gig Workers with multiple sources of income
Help finding all eligible business deductions
Up to 3 1099s forms
Small Businesses Owners or Self-employed Individuals who need more guidance in finding the deductions they may not be aware of
We guide you in maximizing deductions for your business
ProTax Plans
Bronze Plan
Gold Plan
Silver Plan
Ideal for straightforward situations with expert guidance
Ongoing support for any questions
Designed for individuals with a more complex tax situation
Ideal for those with moderate complexity
Up to 4 Schedule C
Up to 8 1099s Included
Priority assistance
1 Schedule C
Up to 3 1099s Included
Standard tax recommendations
Up to 3 Schedule C
Up to 5 1099s Included
TaxPlanner
Organize Your Finances for Better Tax Savings
Prepare ahead and maximize your deductions and our TaxPlanner service. TaxPlanner is designed for individuals, self-employed individuals, and small business owners who need help organizing their finances before tax season. Whether you're looking to identify potential tax deductions, track income more efficiently, or set up a system that will save you time and stress.
What is Included:
Who is it for?
Everything in the ProTax Plan
Help setting up records for income and expenses
Detailed review of deductions and credits that apply to your situation
Individuals, Self-Employed and Small Businesses Owners who want to organize their finances ahead of time for maximum efficiency and get a jump start on next year's taxes.
Strategy sessions for minimizing taxes and making the most of tax-advantaged opportunities
Those who want to keep track of your finances for a easy and smooth tax season.
1 year of Bank Statements organization included
No limit on W-2s or 1099s forms
State Fee Included
Access to BE Academy: Free courses and eBooks to enhance your financial literacy and tax planning
If you have any questions or concerns, please contact us!
(323) 991 - 2226
