Business Tax Coaching

Stay compliant - Stay Protected - Stay confident

Your business decisions shouldn’t come with tax-time surprises. Our monthly Business Tax Coaching—offered through the Tax Compliance Coach Membership Program—is built to keep your business compliant, and help you structure your business in the most tax-efficient way possible.

As a business owner, tax compliance isn’t optional. Falling behind can cost you time, money, and peace of mind. That’s why our program combines proactive IRS monitoring, expert support, and audit prevention strategies tailored specifically to the needs of small businesses. With Tax Compliance Coach Membership Program, you’ll gain clarity, confidence, and a trusted partner who helps you stay one step ahead—year-round

What is included:

Our monthly coaching subscription provides business owners with strategic, personalized tax support. Whether you’re a solo-preneur or managing multiple employees, we help you get ahead of the IRS and avoid costly missteps.

🔹 IRS Transcript Monitoring

Real-time alerts if the IRS posts new balances, audits, or notices.

🔹 Tax Notice Response

No more fear when an IRS letter arrives. We respond quickly and professionally.

🔹 Compliance Checkups

Quarterly reviews to ensure you're up to date on payroll filings, estimated taxes, and more.

🔹 Audit Risk Report

Annual review of your returns to spot and reduce audit triggers.

🔹 On-Demand Tax Consultations

Answers to your questions about deductions, 1099s, payroll, or entity setup.

🔹 Secure Document Vault

Access and store your tax documents, transcripts, and notices all in one place.

Add-On Services (Optional)

  • Registered agent service

  • Bookkeeping oversight

  • Business entity maintenance

Who This Is For

  • Startups & small business owners

  • Entrepreneurs forming or restructuring entities

  • S-Corp owners managing payroll and distributions

  • Businesses scaling from solo to multiple employees

  • Taxpayers who want strategic guidance, not just annual filing

How It Works:

  • 1-on-1 Tax Coaching Calls with a licensed tax professional

  • Email support for ongoing questions between calls

  • Customized tax action plans tailored to your goals

  • IRS & State compliance checklists to keep you on track

Why Ongoing Coaching?

Most tax problems don’t start at filing—they start with poor planning. Our proactive approach helps you:

  • Avoid IRS penalties and surprises

  • Pay yourself smarter through payroll & distributions

  • Make confident business decisions with a tax expert on call

Pricing

&

Enrollment

BASIC

$149/month

Best for freelancers and single-member LLCs.

  • IRS monitoring (monthly) + Alerts

  • Annual compliance check

  • IRS Notice Review

  • One tax consultation/year

  • 10% off additional services

Pro

$249/month

Perfect for small businesses and S Corps.

  • IRS monitoring (monthly) + Alerts

  • Quarterly compliance reviews

  • Priority notice response

  • 3 tax consultations/year

  • Penalty abatement review

  • 15% off additional services

Some alerts you may receive from the IRS include:

Our dedicated promise to our clients

  • We will tailor our solutions to align with every clients specific needs, ensuring personalized recommendations and solution plans​ 

  • We will address all questions and provide clear expectations, as well as fully outline all available options to help our clients make empowered decisions. Clear communication is a top priority.​ 

  • Using all of our available resources, we will stive to achieve the best possible outcomes for clients. ​ 

  • Our fees will always be fair and competitive, with full transparency regarding upfront costs regarding services or fees.​ 

  • We guarantee to respond to all inquiries within 24 business hours and regularly update clients regarding their cases.​ 

  • We promise to maintain open lines of communication, ensuring that clients are able to contact us whenever it is necessary. ​ 

 

Our goal is to build trust through honest, responsive, and dedicated service at every step of the process.