Our process
How Tax Shrink Works
Four steps · Year-round support
01
Discovery
We learn about your income, business, entities, and current tax situation.
02
Strategy
We identify planning opportunities and build your tax and accounting strategy.
03
Implementation
We help put the strategy into action throughout the year.
04
Ongoing Support
Your books, taxes, planning, and financial decisions stay connected.
Plans & PricingYear-Round Tax Strategy & Business Support, Built Around What Your Business Needs
Bank ACH: No Added Fee
Credit Card: No Added Fee |
$99
/ month
Tax StrategyChoose Tax Strategy |
$249
/ month
Tax Strategy + Tax PrepChoose Tax Strategy + Tax Prep |
$375
/ month
Tax Strategy + Tax Prep + AdvisoryChoose Advisory |
Call for Pricing
Tax + BusinessDiscuss Your Needs |
|---|---|---|---|---|
| Your plan includes | ||||
| Year-Round Tax Planning | ✓ | ✓ | ✓ | ✓ |
| Quarterly Estimated Tax Planning | ✓ | ✓ | ✓ | ✓ |
| Tax Projection & Year-End Planning | ✓ | ✓ | ✓ | ✓ |
| Deduction & Expense Strategizing | ✓ | ✓ | ✓ | ✓ |
| Entity Structure Review | ✓ | ✓ | ✓ | ✓ |
| Owner Compensation Planning | ✓ | ✓ | ✓ | ✓ |
| Tax-Saving Opportunity Identification | ✓ | ✓ | ✓ | ✓ |
| Tax Notices & Correspondence Review | ✓ | ✓ | ✓ | ✓ |
| Annual Tax Strategy Meeting | ✓ | ✓ | ✓ | ✓ |
| Everything in Tax Strategy, plus | ||||
| 1040 Personal Tax Return Preperation | ✓ | ✓ | ✓ | |
| Monthly Sales-Tax Reporting | ✓ | ✓ | ✓ | |
| Payroll Tax Coordination | ✓ | ✓ | ✓ | |
| Payroll Reporting Integration | ✓ | ✓ | ✓ | |
| Quarterly Financial Review | ✓ | ✓ | ✓ | |
| Business Expense Analysis | ✓ | ✓ | ✓ | |
| Accounting Cleanup | ✓ | ✓ | ✓ | |
| QuickBooks Support | ✓ | ✓ | ✓ | |
| Year-Round Accounting Guidance | ✓ | ✓ | ✓ | |
| Tax Strategy + Tax Prep + Advisory | ||||
| 1120S/1065 Federal Business Tax Return | ✓ | ✓ | ||
| Private Enrolled Agent Tax Guidance | ✓ | ✓ | ||
| Private Client Tax Projections | ✓ | ✓ | ||
| Private Client Strategy Meetings | ✓ | ✓ | ||
| Private Client Business Analysis | ✓ | ✓ | ||
| Monthly Bookkeeping | ✓ | ✓ | ||
| Monthly Bank & Credit-Card Reconciliations | ✓ | ✓ | ||
| Monthly Financial Statement Preparation | ✓ | ✓ | ||
| 401(k), SEP IRA, Retirement Account Setup | ✓ | ✓ | ||
| Services may include | ||||
| Call For Pricing(s) | ✓ | |||
| Multi State & Federal Business Tax Return(s) | ✓ | |||
| Budgeting & Forecasting | ✓ | |||
| CFO Level Financial Guidance | ✓ | |||
| Entity Structure Optimization | ✓ | |||
| Multi-Entity Tax Planning | ✓ | |||
| Business Acquisition Planning | ✓ | |||
| 1031 Exchange Setup | ✓ | |||
| Retirement-Plan Strategy Coordination | ✓ | |||
| Attorneys, Financial Advisors, & Brokers Coordination | ✓ |