Tax prep that's organized, on time, and stress-free.
Business and personal tax preparation, filing, and year-round planning by experienced tax professionals — coordinated with your bookkeeping so nothing falls through the cracks.
What's included
- Business & personal returns
- Year-round tax planning
- Quarterly estimates
- Coordinated with bookkeeping
Plan ahead, not in April
Most tax savings come from decisions made during the year, not the night before filing. A proactive partner helps you keep more of what you earn.
What's included
A complete program — strategy through execution and reporting.
Tax prep & filing
Federal, state, and local returns prepared and filed on time.
Quarterly estimates
Estimated taxes calculated and tracked through the year.
Tax planning
Year-round planning so you're not surprised by your bill.
Entity structure
Guidance on entity structure, owner comp, and distributions.
Multi-state
Multi-state filings and nexus analysis when relevant.
Audit support
Representation and support if you ever get a notice.
How it works
A clear path from kickoff to ongoing results.
- 01
Discovery
We learn your goals, audience, brand, and constraints.
- 02
Plan & setup
A tailored plan with clear deliverables, timelines, and ownership.
- 03
Execution
Assist produces the work internally, with you in the loop.
- 04
Iterate & scale
Ongoing improvements based on feedback and results.
Ready when you are.
Tell us what you need and Assist will take it from there — one conversation, and the rest is handled.
- Senior-level strategy and execution
- Quick turnarounds and easy revisions
- Month-to-month flexibility
- One partner that handles everything
Frequently asked questions
How quickly can we get started with tax preparation?+
Most engagements kick off within a few business days. Once we understand your goals, we'll share a clear plan and timeline before any work begins.
How do revisions and feedback work?+
Revisions are included as part of every engagement. Just share your feedback with Assist and we'll turn it around quickly — no back-and-forth on your end.
Is there a long-term contract?+
No long-term contracts. Engagements are month-to-month so you can scale up, scale down, or pause as your needs change.
Who will I be working with?+
You work directly with Assist. You describe what you need, and we take care of everything behind the scenes — so you get expert work without managing anyone.
Will we own the work and accounts?+
Yes. You retain full ownership of all deliverables, files, and any platforms or accounts we work in on your behalf.