How It Works
From Tax Strategy to Implementation to Filing, We Handle the Entire Process
Tax Square combines proactive tax planning, accounting, implementation, and tax preparation into one coordinated strategy, built to help business owners legally reduce taxes and keep more of what they earn.
Book Your Free 30-Minute Tax Strategy CallNo pressure. We first determine whether there are meaningful tax-saving opportunities before inviting you to work with us.
Your Journey
How We Work With You All Year
Phase 1 · Plan
Complimentary Tax Strategy Consultation
$0Every relationship starts with a 30-minute consultation. We learn about your business, current tax situation, entity structure, income, and accounting setup. This is not simply a sales call. Our goal is to determine whether we can identify meaningful opportunities to improve your tax situation.
What we look for
Our promise: we only recommend moving forward when we believe we can create meaningful value.
Schedule your free consultationYour Personalized Tax Strategy
$2,500 initial planningOnce you choose to move forward, we build a customized tax strategy just for you, reviewing your business, returns, entity structure, payroll, deductions, and retirement opportunities. A plan sitting in a PDF does not save money. Implementation does, which is why we also manage the accounting and preparation behind it.
The Tax Square Strategy Blueprint
Phase 2 · Implement, All Year
Accounting & Bookkeeping
$350–$750 / moOur accounting is tax-strategy driven. We are not simply recording last month. We make sure transactions are categorized, documented, and structured to support your overall tax plan. You are not hiring us just to keep your books. You are hiring a team that understands how your books affect your taxes.
All of this comes with it, completely free
Payroll Setup & StrategyFree
Gusto setup, officer & family compensation, and ongoing payroll guidance.
Year-Round ImplementationFree
Accountable plans, Augusta Rule, retirement, and projections, managed all year.
IRS Notice SupportFree
If you receive an IRS notice on work we did, our team helps review and address it.
Personalized CPA AdviceFree
Up to 6 hours a year to talk through tax, accounting, and business decisions.
Phase 3 · File & Protect
Tax Preparation
Individual $750+ · Business $850+Because we have been involved in the planning, accounting, and implementation all year, preparation becomes the final stage of the strategy rather than the beginning of the conversation. We create the strategy during the year, then your tax return shows the result.
The Difference
Traditional Bookkeeping vs. Tax-Strategy Accounting
Traditional Bookkeeping
- Records what already happened
- Focuses mainly on reconciliation
- Often disconnected from tax strategy
- Tax planning usually happens at year-end
Tax Square Accounting
- Accounting is connected to your tax strategy
- Deductions are considered throughout the year
- Payroll and reimbursements are coordinated
- Tax-saving strategies are implemented monthly
- Your CPA and accounting team work from the same strategy
Coordinated, Not Scattered
Why We Prefer to Handle the Entire Tax Strategy
Many business owners have one person doing bookkeeping, another running payroll, another preparing the return, and nobody coordinating the strategy. That creates gaps. Tax Square connects the pieces.
The more connected your financial systems are, the easier it becomes to implement your tax strategy correctly.
Why Tax Square
Why Business Owners Choose Us
CPA-Led Strategy
CPA involvement throughout the entire relationship, not just at filing.
Proactive, Not Reactive
We look for tax-saving opportunities before the year ends, while there is still time to act.
Strategy + Implementation
We do not simply recommend strategies. We help put them into practice.
Experienced Tax Team
More than 12 years of tax experience and thousands of returns prepared.
Multi-Level Review
Returns move through multiple levels of review, including CPA oversight.
Transparent Pricing
You always understand what you are paying for and what is included.
Our monthly accounting pricing is intentionally designed to make professional tax strategy and accounting accessible to growing businesses.
More Than an Accountant
A Tax Strategist, a CPA, and an Accounting Team, Working Together All Year
Most accounting firms focus on recording the past. Most tax firms focus on filing the return. Tax Square focuses on what happens before the return is filed, planning ahead, implementing strategies, and keeping your accounting aligned with them.
Save More
Identify and implement legitimate tax-saving opportunities.
Stress Less
Your accounting, payroll, strategy, and preparation work together.
Plan Ahead
Know where you stand before tax season arrives.
Let's Find Out If You're Paying More in Taxes Than You Need To
Start with a complimentary 30-minute tax strategy consultation. We'll learn about your business, review your current situation, and determine whether there are meaningful opportunities we can help you implement.
Book Your Free 30-Minute Tax Strategy CallNo pressure. If we do not believe we can create meaningful value, we will tell you.