online bookkeeping & tax services for business
A Partnership You’ll Never Want to Leave
you should know
Updating & Organizing Quickbooks Isn’t Enough
When every account is synced to Xero or Quickbooks and automatically organized & updated, it’s easy to feel like you’re ready for tax season.
But, we see small businesses duplicating categories and failing to enter expenses into the appropriate category and they don’t even realize it. The most common problem we see, though? Small businesses are misclassifying employees and contractors and getting slapped with legal consequences– because, like we said, updating and organizing your books isn’t enough.
That’s why we’re guiding your tax journey
with precision and care
Which is just a fancy way of saying: we’re letting nothing slip through the cracks. Proper categorization? Done. Have a million questions? Answered. Wanna save more money? Watch your bank account climb. Need to track your profit vs. loss properly? Prepare to be mindblown.
Tailored Tax Strategies for Every Client
*Please note, we specialize in the solopreneur making a minimum of $40k profit after expenses each year
Business Formation
$200 + State Fees
Setting up your business properly is essential for a smooth tax season. With this tax advisory service, we help you with:
+ LLC formation in your state
+ Creation of an operating agreement
+ Obtaining Your Tax ID Number (EIN)
+ Filing an S Corp election with the IRS
+ Employer Registration in your state
+ Providing a registered agent for your business
+ Alerts for annual compliance filings
Monthly Bookkeeping for Taxes
starting at $375/month
Perfect for the business owner who wants a small business tax guide in their corner monthly. You’ll save hours working on the backend and know your money is fueling tangible success in your business (and dare we say, your personal life too.) With a focus on giving you the most profitable tax season yet, our monthly bookkeeping lessens your load with:
+ Monthly categorization of business transactions
+ Reconciliation of business bank and credit card accounts
+ Financial reports package delivered monthly
+ Close books at the end of the year and prepare for taxes
+ Quarterly tax estimates
+ Annual salary recommendations
+ Business income tax returns (federal and state)
+ Free consultation with Desi Tax Team
+ Year-round bookkeeping, payroll, and tax support
+ A designated client relationship manager
+ Newsletters, resource guides, and educational webinars
*Please note there is a $299 onboarding fee for all new bookkeeping clients
Monthly Bookkeeping for Payroll
Investment varies
Need payroll included with your monthly bookkeeping? We’re on it.
+ New hire reports filed with the State
+ Preparation and filing of quarterly payroll returns
+ Gusto subscription for payroll ($45/month value)
+ Gusto payroll system training
+ Automated payroll
+ Unlimited payroll runs
+ Issue and file W-2s
Own your own accounting biz?
Tax coaching
Are you a bookkeeper or tax professional with an established business but wanna grow more? With a tax coach, we’ll help you scale your company, give you insider info to help you avoid costly mistakes, and make streamlining your business a heck of a lot easier.
client love notes
Small Business Tax Preparation Services
Individual Tax Filing
$275
Are you a single or married-filing-separate individual and need help with income tax preparation? If you have income from only Social Security, unemployment, and/or up to three W-2s, this individual tax preparation service is what you’ll need. We’ll help you save the most money possible by filing your taxes for you.
This includes:
+ Federal Forms - 1040 (S, HOH, MFS, W)
+ One State & Local return(Ex: TX Franchise Tax)
+ Up to 3 dependents
+ Virtual Consultation
+ Client Portal for file upload & deliverable
Family Tax Filing
$475
Filing taxes can be tricky when you have a Schedule K-1, more than three W-2s, paid student loans/tuition, or received retirement income… not to mention, extremely annoying if we’re honest. But gone are the days you Google “tax preparation and planning services” because we’ve found the most effective way to file your family taxes for the biggest return.
This includes:
+ Federal Forms - 1040 (S, HOH, MFJ, MFS, W)
+ Federal Forms - Schedule A/B/D/EIC/K1
+ One State & Local return(Ex: TX Franchise Tax)
+ Up to 3 dependents
+ Virtual Consultation
+ Client Portal for file upload & deliverable
Small Business Tax Filing
$750
Tax and business advisory services are great if you like to DIY your small business taxes. But we know what it’s like to feel overwhelmed by the complexities of taxes, especially when you’re trying to focus on growing your business. If you are self-employed and running a small business (sole proprietor, DBA, or Single-member LLC) we’re taking the load off of you and helping you pay the least amount of taxes. Who doesn’t want more money in their pockets?
This Includes:
+ Federal Forms - 1040 (S, HOH, MFJ, MFS, W)
+ Federal Forms - Schedule A/B/C/D/EIC/K1
+ One State & Local return(Ex: TX Franchise Tax)
+ Up to 3 dependents
+ Virtual Consultation
+ Client Portal for file upload & deliverable
S Corp Tax Filing
$1250
If you own a business that has elected to be treated as an SCORP for tax purposes and has one or more shareholders but no more than 100, we’ve got you. Working with us – apart from owing less to the government and saving you a few wrinkles from your furrowed brow – you’ll gain a partner who is invested in your financial well-being and success, today and in the future. We play the long game here.
This Includes:
+ SCORP/Single-Member LLC taxed as SCORP
+ Federal Forms - Form 1120S
+ Federal Forms - Schedule K-1
+ One State & Local return(Ex: TX Franchise Tax)
+ Virtual Consultation
+ Client Portal for file upload & deliverable
Partnership Tax Filing
$875
We’re not saying we have the best tax preparation online, but– okay, yes we’re saying that. Because you deserve a tax experience that is efficient and accurate. If you own a business with 1 or more partners, our partnership filing is your best option to get the most accurate return.
This Includes:
+ Partnerships / Multi-Member LLC
+ Federal Forms - Form 1065
+ Federal Forms - Schedule K-1
+ One State & Local return(Ex: TX Franchise Tax)
+ Virtual Consultation
+ Client Portal for file upload & deliverable
Corporate Tax Filing
$1575
When you’re looking for a virtual tax preparation service, it can be daunting. We get it (no, really.) We know how frustrating it can be when tax professionals treat you like just another file on their desk (sometimes completely forgotten), rather than a person with needs and concerns. You should have a tax partner who not only prepares your returns but also empowers you with knowledge about your finances. And we’ll do just that.
If you own a business that has elected to be treated as a corporation for tax purposes and has one or more shareholders who are paid through dividends or profit distributions, our Corporate Return service is for you.
This Includes:
+ CORP/Single-Member LLC taxed as CORP
+ Federal Forms - Form 1120
+ Federal Forms - Schedule K-1
+ One State & Local return(Ex: TX Franchise Tax)
+ Virtual Consultation
+ Client Portal for file upload & deliverable
“I’ve been using Desi for 3 years and she is AMAZING. Her organization, professionalism, and business advice help me run my photography business successfully. Along with her doing my taxes, having her for book keeping has been a LIFESAVER. As someone who has two careers, I truly couldn’t do both without her. Hire her for all your needs, she won’t disappoint, and always does a phenomenal job!”
- Kaitlyn
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What clients are saying
the small business tax service process
Desi’s Year-Round Route
Here’s a quick overview of the process to that we can support you with year round.
The start
Step 01
Reach out
Fill out our contact form and tell us about your needs.
Step 02
Consult with Desi
You will connect over Google Meets for a complimentary 20-minute discovery call to discuss your financial goals, go over our simplified process, and iron out all the details.
Step 03
Access your portal
Access your secure client portal to sign agreements, pay invoices, complete questionnaires, and communicate with the Desi Tax team year-round to pocket more money, save time, and get back to what you love most! We’ll educate you along the way so you understand the why behind everything we’re doing together.
The route
Monthly
Bookeeping
+ Monthly categorization of business transactions
+ Reconciliation of business bank and credit card accounts
+ Financial reports package delivered monthly
+ Close books at end of year and prepare for taxes
+ A designated client relationship manager
PLUS:
+ Gusto subscription for payroll ($45/month value)
+ Newsletters, resource guides, and educational content
Bi-Weekly
+ Payroll
+ New hire reports filed with State
+ Gusto payroll system training
+ Automated payroll
+ Unlimited payroll runs
Quarterly
+ Quarterly tax estimates
+ Preparation and filing of quarterly payroll returns
Annually
+ Issue and file W-2s
+ Annual salary recommendations
+ Business income tax returns 1065, 1120, 1120S (federal and states)
+ Free consultation with a Desi tax professional
+ Year-round bookkeeping, payroll, and tax support
Notes from our clients
Certifications
We stay up to date on payroll software and accounting software, like our go-to Gusto and Quickbooks
Do you need a business tax preparation service?
Well, that’s for you to decide. But we can help you figure out the best decision for your business. Here’s how to know when you should hire a tax professional:
+ You’re stunned at the amount you owe the IRS
+ You want to write off certain expenses, but you’re not sure it “counts”
+ You’re not up to date on tax laws for the current year
+ You’re not sure how much to pay in quarterly taxes (or if you should even pay them)
+ You let Quickbooks/Xero automatically categorize your transactions without checking them
+ You don’t know your profit & loss each month
+ You don’t pay yourself or don’t know how to pay yourself
…if that’s you, then we need to chat.
Informed decisions
but better
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