Keep more of what you make with strategic tax planning.

In our complimentary one-hour tax consultation, we’ll talk through your specific situation and customize a tax strategy that will serve you long into the future.

Get ahead with smarter tax strategy.

Our tax consultants will walk you through creative strategies that could reduce your taxable income and save you thousands.

What’s Included

More than just tax prep, we offer year-round strategic value.

Stay compliant, minimize tax burdens, and take advantage of every opportunity with year-round tax planning support—plus secure e-filing and a digital storage account for easy document sharing.

Standard Tax Services

Personal Tax Return

We’ll handle the preparation and filing of your 1040 tax return accurately, compliantly, and with a sharp eye on every deduction and credit you qualify for.

Business Tax Return

We’ll file your business return with care and precision, customizing it to your entity type and uncovering opportunities to boost your tax savings.

IRS & State Letter Review

We’ll review IRS or state tax letters and recommend the best course of action based on your situation. Additional fees may apply.

Flexible Filing Options

Whether you need more time or want a faster turnaround, we'll tailor your tax filing timeline—with an extension or expedited processing—to fit your schedule.

Year-End Tax Planning Meeting

Wrap up the year with confidence. In this strategic meeting, we’ll review your finances and identify smart moves to minimize your tax bill before year-end.

Tax-Smart Toolkit

Gain access to our educational video series, Facebook support group, organizer templates, welcome webinar, and more—all designed to help you feel confident year-round.

Premium Tax Services

Year-Round Tax Pro Access

Get a welcome call with your personal tax professional plus unlimited email support—so you always have expert guidance just a message away.

Audit Support

If the IRS comes knocking, we’ve got your back. We’ll guide you through the process, help you respond confidently, and support you every step of the way.

Quarterly Payroll for Single S Corp

We’ll manage and file payroll for your single-member S-Corporation on a quarterly basis, ensuring compliance with tax laws and avoiding penalties.

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What to know about our tax planning services

Find answers to common questions about our tax service, from the initial consultation to receiving your returns.

Feeling overwhelmed? No worries, we cover all of this in our complimentary one-hour business consultation.

How will I securely manage my tax documents?

Your tax planning service includes access to a tax portal (available via app or web browser) to securely upload, store, and access your tax documents. This encrypted platform keeps your sensitive information safe and makes it easy to stay organized.

How does this service help me organize my business financials?

Your tax preparation service includes tools like onboarding forms, tax organizers, and resource templates to help you gather and manage the key financial details needed for accurate tax preparation and planning.

What resources are included for maximizing my tax savings?

Your tax package includes a year-end planning meeting, access to an educational tax tips video series, and membership to an exclusive online community—all designed to educate and empower you to make smarter financial decisions and reduce your tax liability.

What additional tools are provided for business owners?

Depending on your package, you’ll also receive audit support, quarterly payroll support (for S-corps), and unlimited email access to a tax pro. These tools help business owners stay compliant, informed, and ready for growth.

How does this service help me avoid or handle an IRS audit?

Audit support is available with certain tax prep packages. You'll also be eligible for federal and state letter reviews, accurate and compliant filings, help with reducing audit risk, and expert guidance if one occurs.

How does this service help me with tax planning throughout the year?

All packages include a strategic year-end planning meeting, and premium packages offer unlimited support and access to an expert tax professional—ensuring you're making smart moves all year long, not just at tax time.

Are you leaving money on the table?

The TaxIQ assessment evaluates your tax preparedness... let's see if you are actually as savvy as you think you are!

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New business owners rave about our services.

Join the growing community of solopreneurs who’ve started their journey with PRIME. Let’s hop on a call to discuss your unique situation.

Common tax beliefs—fact or fiction

Business taxes are complex—but they also open doors. With smart strategy and expert help, you can lower liability, stay compliant, and grow. Here are some key misconceptions to clear up first.

FACT

Proactive planning can save you thousands.

Our tax prep includes more than just filing—we help you make smart moves throughout the year. From timing expenses to planning distributions, you’ll always be one step ahead.

Proactive planning can save you thousands.
FICTION

I can save money by doing my taxes on my own.

Doing your own taxes might seem cheaper, but without expert strategy, you could leave money on the table. A good tax pro finds deductions, credits, and savings that often outweigh the cost of their service.

FICTION

My tax bill will be the same no matter who files it.

Your return is only as strong as your strategy. PRIME’s tax pros specialize in business deductions and optimization, so you keep more of what you make.

FACT

Business taxes are way more complicated than personal ones.

Between entity structures, write-offs, and compliance rules, business taxes require a different level of expertise. PRIME makes sure nothing gets missed—and everything gets maximized.

Key considerations to discuss with your consultant

Effective tax planning is key to maximizing your savings.

We encourage you to be prepared with questions when you show up to your consultation! Here are a few ideas to get you started.

How can I ensure my business structure is tax-efficient?

Choosing the right business structure is essential for optimizing your tax situation. Our business advisors can help you evaluate which entity type is going to work best for your business.

What deductions or credits am I eligible for that I might not be utilizing?

Many business owners overlook deductions like home office expenses, mileage, start-up costs, and retirement contributions. A qualified tax preparer can help identify often-missed opportunities specific to your industry and setup.

How can I plan ahead for any potential tax law changes?

Staying informed and having a proactive tax advisor is key. Tax professionals monitor changes and can adjust your strategy in advance—whether that means shifting income, accelerating deductions, or taking advantage of temporary credits.

What steps can I take to stay compliant with IRS requirements while still optimizing my tax strategy?

Keep detailed, organized records, maintain separate personal and business finances, and make timely estimated payments. A well-documented tax strategy keeps you compliant while maximizing what you can legally deduct.

What tax strategies can I implement to minimize my tax liability this year?

Some common strategies include adjusting your business structure, deferring income, accelerating deductible expenses, contributing to retirement accounts, and tracking all eligible deductions. Meet with your tax advisor before year-end to customize your approach.

What can I do now to prepare for next year's taxes and avoid surprises?

Track expenses year-round, set aside money for estimated payments, and regularly review your financials. Schedule a mid-year or year-end planning session with your tax pro to get ahead of any changes or liabilities.

Your plug-and-play business back office.

When you’re building something great, the right team makes all the difference. We’re here to help you build with confidence from day one.

Business Advisors

Tax Consultants

Formation Specialists

Credit Advisors

Estate Planners

New Owner (You)

Support Agents

Schedule your tax consultation.

A Complimentary 60-Minute Strategy Session


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