online tax services for s-corp owners
A Partnership You’ll Never Want to Leave
Takes 2 minutes. No commitment required.
Your software isn’t saving you from the IRS.
Just Because It’s in QuickBooks Doesn’t Mean It’s Right
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 accurate software doesn’t automatically equal accurate tax treatment.
But, we constantly see S-Corp owners 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? S-Corp owners 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. Quarterly tax estimates?? Calculated and planned for.. Have a million questions? Answered. S-Corp salary vs. distributions? Strategized the smart way… IRS compliance?? Handled without the headache…
We bring a strategic, year-round lens to your taxes—so you’re not just reacting at year-end, you’re making intentional, confident financial moves all year long.
Tailored Tax Strategies for Every Client
We specialize in supporting S-Corp owners and S-Corp–eligible businesses earning at least $40K in annual profit after expenses—businesses ready to approach their taxes proactively, implement smarter strategies, and keep more of what they earn.
Take the 2-minute quiz to see which package is right for you.
Perfect for business owners in a steady state of growth and profitability who want comprehensive, done-for-you strategy and implementation.
what's included
Phone & Chat Support so you can get clear, timely answers without waiting weeks for a reply.
Quarterly Strategy Check-Ins so you always know where you stand and can make smart tax moves before it’s too late.
Business & Personal Tax Preparation so everything's handled under one roof—no gaps, no surprises.
Custom Tax Savings Plan so you have a clear, personalized roadmap to legally lower your tax bill.
Tax Deadline Reminders so you never miss a due date (or get hit with avoidable penalties).
IRS Notice Monitoring so if the IRS ever comes knocking, you'll know right away—and won't face it alone.
Entity & Payroll Compliance Monitoring so your S-Corp stays in good standing and payroll runs the way the IRS expects.
Secure Client Portal so your sensitive information stays safe, organized, and easy to access anytime.
Done-For-You Implementation so strategies actually get done, not just talked about.
Designed for S-Corporations and Partnerships ready to step into a proactive tax strategy without needing full white-glove support.
what's included
Phone & Chat Support so you can get clear, timely answers without waiting weeks for a reply.
Mid-Year & Year-End Check-Ins so you can catch issues early, make smart tax moves in real time, and head into tax season fully prepared.
Business & Personal Tax Preparation so everything's handled under one roof—no gaps, no surprises.
Custom Tax Savings Plan so you have a clear, personalized roadmap to legally lower your tax bill.
Tax Deadline Reminders so you never miss a due date (or get hit with avoidable penalties).
IRS Notice Monitoring so if the IRS ever comes knocking, you'll know right away—and won't face it alone.
Entity & Payroll Compliance Monitoring so your S-Corp stays in good standing and payroll runs the way the IRS expects.
Secure Client Portal so your sensitive information stays safe, organized, and easy to access anytime.
Done-For-You Implementation so strategies actually get done, not just talked about.
Ideal for solopreneurs and single-member LLCs starting to see consistent profits and exploring S-Corp eligibility or strategic tax planning for the first time.
what's included
Phone & Chat Support so you can get clear, timely answers without waiting weeks for a reply.
Mid-Year & Year-End Check-Ins so you can catch issues early, make smart tax moves in real time, and head into tax season fully prepared.
Business & Personal Tax Preparation so everything's handled under one roof—no gaps, no surprises.
Custom Tax Savings Plan so you have a clear, personalized roadmap to legally lower your tax bill.
Tax Deadline Reminders so you never miss a due date (or get hit with avoidable penalties).
IRS Notice Monitoring so if the IRS ever comes knocking, you'll know right away—and won't face it alone.
Entity & Payroll Compliance Monitoring so your S-Corp stays in good standing and payroll runs the way the IRS expects.
Secure Client Portal so your sensitive information stays safe, organized, and easy to access anytime.
Done-For-You Implementation so strategies actually get done, not just talked about.
Take the 2-minute quiz to see which package is right for your business.
The Tax Maintenance Package
For all clients after our first year together.
what’s included:
Chat Support | Mid-Year & Year-End Check-Ins | Business & Personal Tax Preparation | Tax Deadline Reminders | IRS Notice Monitoring | Entity & Payroll Compliance Monitoring | Secure Client Portal
Tax Prep & Filing Package
Perfect for individuals or business owners who only need tax prep and filing—including back filing.
what’s included:
CHAT SUPPORT | BUSINESS & PERSONAL TAX PREPARATION | SECURE CLIENT PORTAL
The Advisor’s Table™ — Coaching for Tax Pros & Bookkeepers
A six-month mentorship for experienced tax professionals and bookkeepers who want a space to think, refine, and grow alongside others who understand the weight of this work.
Inside The Advisor’s Table™, you’ll sharpen your judgment, strengthen your systems, and gain the kind of community support that helps you lead with confidence—not chaos.
what’s included:
2 Private Coaching Calls
To set a clear direction for your firm, make grounded decisions, and move forward with focus and clarity.
Private Community Channel
Get steady support and perspective between calls—so you never feel stuck or isolated in your decisions.
Client Scenario Support
Bring real client situations to the table and get targeted feedback that helps you deliver strategy with confidence.
Bi-Weekly Group Coaching Calls
Collaborate, workshop strategy, and work through real client and firm challenges alongside other experienced pros.
MONTHLY STRATEGIC THEMES
Each month centers on one high-impact area, helping you make consistent, meaningful progress without overwhelm.
A Curated, Collaborative Community
Grow alongside a small, high-caliber circle of tax pros and bookkeepers who share your drive for excellence and integrity.
“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
Press play to hear
What clients are saying
the small business tax service process
Desi’s Year-Round Route
step 01
FIND YOUR FIT.
Take the 2-Minute Quiz to find the service package that best fits your business.
step 02
APPLY ONLINE.
After reviewing your recommended package, complete the Client Application Form so we can make sure we’re the right fit.
step 03
GET STARTED.
Once your account is active, we’ll schedule a 20-minute discovery call to review next steps and officially kick off your tax savings plan.
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
All the tax and bookkeeping skills that school never taught you. Sign up for tax tips, bookkeeping advice, and general biz knowledge to keep you growing.