Streamline Your Financial Operations, Maximize Savings & Ensure Compliance with Tax360 Business
Welcome to Tax360 Business
Providing businesses with a full suite of tax and financial services, we focus on helping you build a tax-efficient foundation to maximize savings and ensure compliance. From bookkeeping & tax prep, to CFO-level tax & financial advisory, Tax360 provides everything your business needs to thrive.
Choose the right plan for your business below:
Basic
For companies in need of basic accounting support + proactive advice
from $500 per month
-
Quarterly bookkeeping
Annual corporate income tax preparation
Access to regular financial reports
Annual tax strategy / planning session
Audit Aid included across all service tiers.
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These additional services can be added to any package for an additional fee:
Annual Franchise Tax Prep & Filing
Monthly / Quarterly Sales Tax Prep & Filing
Personal Tax Return Prep & Filing
Personal Tax Advisory Services
Quarterly Tax Strategy / Planning Sessions
CFO-Level Advisory Services
Payroll Services
Standard
For companies in need of more comprehensive accounting support + proactive advice
from $750 per month
-
Everything in Basic
+ Monthly bookkeeping
+ Access to a digital dashboard providing reporting, analysis, & forecasting
+ Bi-annual tax strategy / planning sessions
Audit Aid included across all service tiers.
-
These additional services can be added to any package for an additional fee:
Annual Franchise Tax Prep & Filing
Monthly / Quarterly Sales Tax Prep & Filing
Personal Tax Return Prep & Filing
Personal Tax Advisory Services
Quarterly Tax Strategy / Planning Sessions
CFO-Level Advisory Services
Payroll Services
Premium
For companies with complex situations in need of hands-on accounting support + proactive advice
from $2,000 per month
-
Everything in Standard
+ Quarterly tax strategy / planning sessions
+ Regular, proactive financial & tax advice
Audit Aid included across all service tiers.
-
These additional services can be added to any package for an additional fee:
Annual Franchise Tax Prep & Filing
Monthly / Quarterly Sales Tax Prep & Filing
Personal Tax Return Prep & Filing
Personal Tax Advisory Services
Monthly Tax Strategy / Planning Sessions
CFO-Level Advisory Services
Payroll Services
Need something specific? We offer fully customized packages to businesses with unique & specific financial situations.
250+
Businesses served each year
$1,000,000+
Lifetime tax savings
1,300+
Returns prepared annually
Our Process
1.
Onboarding
Our onboarding process ensures we understand your unique needs and goals from the start.
2.
Personalized Plan
We develop a customized plan tailored to your specific financial situation, taking into account your unique goals & objectives.
3.
Proactive Communication
Regular updates, proactive communication, and a responsive staff keep you informed and in control.
4.
Ongoing Support
Throughout the year, your dedicated Account Manager will provide continuous support, acting as your primary contact for all membership benefits. They will address any questions you have and manage any changes in your financial situation as needed.