GET CLARITY & TAX STRATEGY WITH US
No surprises. We make it easy to know what to expect next and how it will benefit you in the long run. There are never contracts working with us as we seek to delight clients each month with exceptional service.
Business Packages
Achieve peace of mind in less than 30 Days as part of our onboarding guarantee. New clients receive the freedom to do what they love when we handle the payroll, accounting, and being a proactive tax solution for both businesses and individuals.
Business: Monthly Plus
Growing businesses who need more than just monthly accounting. We can manage the sales tax filings, payroll, and be the accounting support you need as you scale.
$
1,089*
/month
-
Business and Personal Income Tax Return
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Proactive Tax Planning
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Quick access to your dedicated tax partner and accountant
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Prioritized tax filings to avoid extensions and possible late penalties and interest
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Everything in Monthly Plan
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Sales Tax Services (Option)
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Payroll Processing/Management Services (Option)
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Controllership Services (Option)
Get Started
* Starting at pricing; rate subject to change based on scope of work after initial conversation
Business: Monthly
Businesses who want a partner in their monthly accounting in order to have more time running their business as well as peace of mind on their accounting
$
819*
/month
-
Business and Personal Income Tax Return
-
Proactive Tax Planning
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Monthly integration, reconciliation, accounting review for accuracy
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Access to our staff by email or by phone for those "quick" questions any time of year
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Government Tax Letter review and response
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1099s at year end
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Quarterly payroll and accounting review for reporting accuracy
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Fast year end close to file on time and avoid extensions
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Matching supporting financials to filed tax return
Get Started
* Starting at pricing; rate subject to change based on scope of work after initial conversation
Popular
Business: Maintenance
Ideal for businesses who want to continue maintaining and integrating their own accounting, bank/credit card reconciliations and run their own payroll.
$
579*
/month
-
Business and Personal Income Tax Return
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Proactive Tax Planning
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Advisory on IRS recordkeeping and software review to help run your business
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Accounting review for your peace of mind scheduled 3 times a year
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Avoids extensions and possible late penalties and interest
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Matching supporting financials to filed tax return
Get Started
* Starting at pricing; rate subject to change based on scope of work after initial conversation
Individual packages
To maximize our full service tax planning and mitigate surprises at year end, we can prepare your personal income taxes if you choose a plan below.
If you are a business owner that works with TaxesPlus, then your personal return will be included in your business tax package noted above.
Tier 1
Ideal for working families & retirees with wages or investment income who want quick service and tax planning to avoid surprises. Discuss upcoming tax changes that impact both current year and future considerations for planning.
$
1,199*
/annual
-
Individual tax return + tax planning at filing with estimates
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Access to our staff by email or by phone for those "quick" questions any time of the year
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(1) Additional tax planning session and includes (2) state income tax filings & KCMO, if required
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Tax Letter and Audit Assistance (includes everything from responding to a tax notice to assisting you if you're selected under audit by the IRS or State in which the return was filed)
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Monthly Tax Planning Email & Reminders
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Monthly ACH payment options available
Get Started
* Starting at pricing; rate subject to change based on scope of work after initial conversation
Tier 2
Clients who have traditional income and other more complex tax situations that include filings for: Self-employment, Rentals, Farm, K1s. Receive guidance on potential tax law changes and tax strategy recommendations.
$
2,300*
/annual
-
Individual tax return + tax planning at filing with estimates
-
Includes (2) business activities: Forms like Schedule C, E, F, 4835, and direct access to your tax advisors when you have questions
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Access to our staff by email or by phone for those "quick" questions any time of year
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(2) Additional Planning sessions available throughout the year
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Includes up to (2) state income tax filings & KCMO, if required
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Tax Letter and Audit Assistance (includes everything from responding to a tax notice to assisting you if you're selected under audit by the IRS or State in which the return was filed)
-
Monthly Tax Planning Email & Reminders
-
Monthly ACH Payment options available
Get Started
* Starting at pricing; rate subject to change based on scope of work after initial conversation
Popular
GETTING STARTED IS EASY
STEP 1
Reach out and tell us what you’re looking for!
STEP 2
We’ll schedule a call
STEP 3
Meet in person and review your personalized proposal
STEP 4
Acceptance and onboarding plan established!
Why Choose Us
Quick turnaround, accuracy Guaranteed
Income tax preparation including quick and easy communication with our team
Advisory Services
Don't overpay your taxes; we want to work proactively with our clients at no additional cost to save you underpayment penalties and taxes.
Accounting, Sales Tax, and Payroll Compliance
Stop getting tax letters or fixing software issues. We can take care of all accounting compliance
Year round peace of Mind
We guarantee you'll get our very best: year round.
30 Day Onboarding Guarantee
Achieve peace of mind in less than 30 days while we handle it all.
MEMBER BENEFITS
Tax Compliance
Income Tax Returns (Business and Individual) always included
Proactive Tax Planning
We recommend adjustments as life and income projections change
Personal Tax Partner
Every year Congress and States pass new tax laws. We review and implement strategies for clients to save them thousands.
Questions Answered Promptly
Our clients always get access to our team no matter what.
Payroll Processing & Monitoring
Avoid letters or owing large amounts at year end. We can manage the entire payroll package.
Consistent Accounting
Reconciled monthly for accurate records for banks, loans, and tax projections.
Peace of Mind Guarantee
Get your life back. We will take care of everything related to tax letters as well as provide support if audited.
Served over 1,000 small businesses in 20 years
Our drywall company was only 4 years old and we tried 3 different Tax/Accounting Services. It was beyond frustrating that we were unable to find a firm to take the time to answer questions and complete all the tax requirements of a small business. TaxesPlus was recommended to us and a huge burden was lifted. I have been nothing but impressed with their responsiveness and depth of knowledge and I highly recommend Chelsea and her team. One visit and you will be sold!
Connie Sargent
Managing Member, Sarge Construction Services LLC
I have utilized the expertise of TaxesPlus as a referral source for my clients who need a knowledgeable, caring, and proactive accounting professional. I know that when I place my clients in their hands, they will be taken care of the exact same way that I take care of them. The service that clients receive is what they talk about most, and the service is always way above their expectations. The comment I hear the most is that in one meeting with an individual at TaxesPlus, clients learn more than they have in all years combined with their previous accounting professional.
Julia Bartak
CFP, Edward Jones
When we first met the team at TaxesPlus, we were multiple years behind in accounting and tax filings for our business due to the other CPA firm abandoning us despite taking our money each month. Fast forward 8 years later, TaxesPlus handles everything for our business and we never even file an extension. They are proactive with tax advice, easy to communicate with, and have been a great financial partner in our business. I now sleep better knowing that side of the business is in good hands.
Gary Doss
President, Midwest Freight Specialists