We Help Business Owners Save $20,000-$30,000 in Taxes, Legally, Through Year-Round Tax Planning.
We’re so confident in our service that if you don’t see the value, you can walk away any time and we’ll refund your initial tax planning fee (if any).
Mohsin Ali, CPA
Founder, Tax Square
Read the guide & implement
Follow our free book step by step and put the strategies in place yourself.
Read the free guideHave a CPA implement it
Book a free call and we will put the strategies in place for you, start to finish.
If you don't see the value, you're free to walk away any time, with no long-term contract.
One Simple Membership
Everything Handled, One Flat Monthly Fee
Your whole back office and tax strategy in a single monthly membership, so nothing slips through the cracks and there are no surprise bills.
Monthly accounting & bookkeeping
Your books kept clean and current every month.
Payroll support
Payroll run and reconciled, everyone paid right.
Monthly tax planning
Proactive moves each month to shrink your tax bill.
Quarterly reviews & assessments
A sit-down every quarter to check and adjust.
Year-round tax advice
Ask us anything, anytime, not just at filing season.
IRS & state notice resolution
We handle any IRS or state tax notices and letters.
Tax preparation (individual and business returns) is billed separately as a simple annual fee.
Meet the Team
The People Behind Your Tax Savings
A small team by design. Every client works directly with senior staff.
Mohsin Ali, CPA
Tax Strategist
- •Certified Public Accountant (CPA)
- •12+ years of tax strategy and preparation experience
- •UK Chartered Accountancy degree
- •MBA in Financial Management
Leads tax strategy, entity structuring, and retirement planning. Deep expertise in proactive tax optimization for business owners and high-income professionals.
Shafen Khan
CTO
- •Founder, Genesis Flow Labs
- •Technology infrastructure and AI systems
- •Entrepreneur and operator
Builds the technology infrastructure, AI-powered systems, and workflows that keep Tax Square running efficiently. Brings an entrepreneur operator perspective to every client relationship.
Haseeb-ur-Rahman
Operations Head
- •19 years global accounting and taxation experience
- •5 years focused on US taxation
- •ACCA Fellow with international certifications
Manages operations, compliance, and quality assurance. Ensures every return and every strategy meets the highest standards of accuracy and documentation.
Prefer to Do It Yourself?
Read the Full Guide, Free
Keep More Of It is genuinely do-it-yourself: every strategy in the order to do it, the forms, the costs, the deadlines, and every figure sourced to the IRS. Turn the pages right here, no download.
Read all 44 pages online, no download.
Didn't Quite Follow Something?
That is exactly what the free call is for. Book 20 minutes and get honest, plain-English advice on your situation, no obligation. With 90 days left, there is still time to act before year-end.
Get Free Advice, Book a CallFree · 20 minutes · no obligation · leave any time