Business Tax Prep & Accounting Service Plans from Cary Tax
Service Plan Summary
Concierge Business Return Service
Foundational tax preparation and strategic guidance for growing businesses.
What’s included:
- Annual business tax return preparation and filing
- Year-end financial review
- Mid-year tax planning and strategy session
- Guidance on:
- Owner compensation
- Tax-saving opportunities
- Business growth planning
- Current tax law updates
- Email support and general tax guidance throughout the year
- Limited availability for support between February 10 and April 25
Note: Bookkeeping and cleanup services are not included and are quoted separately.
Best For: Small businesses seeking proactive annual tax planning and reliable compliance suppor
White Glove Business Return Service
Comprehensive tax planning and advisory support for established businesses focused on growth and optimization.
What’s included:
- Annual business tax return preparation and filing
- Quarterly tax planning and estimated payment guidance
- Dedicated point of contact throughout the entire engagement
- Quarterly financial review meetings
- Strategic guidance on:
- Owner compensation
- Tax minimization strategies
- Growth planning
- Tax law changes and updates
- Priority email support and ongoing advisory access
- Complimentary tax extensions, if needed
- Limited availability for support between February 10 and April 25
Note: Bookkeeping and cleanup services are not included and are quoted separately.
Best For: Established businesses wanting year-round advisory support and proactive tax strategy.
Executive White Glove Business Advisory Service
A high-touch advisory relationship for business owners who need strategic tax planning, responsive communication, and executive-level support.
What’s included:
- Business tax return preparation and filing
- Includes All benefits of our White Glove plan and more (Year end planning and quarterly business tax estimates)
- Priority response and turn around during normal business hours – executive email address access
- Monthly access and support via profitability consulting and finance meetings
- Rapid turnaround once documents are received
- Quarterly estimated tax payment planning
- Audit support included at no extra charge (see Engagement Letter for details)
- Dedicated point of contact throughout the engagement
- Strategic planning meeting during tax season or anytime during the year
- Year-end tax strategy meeting
- Complimentary extension filing with estimated payments, if needed
Best For: Business owners and executives seeking ongoing strategic partnership and advanced tax guidance.
*** Bookkeeping and cleanup services are not included in these plans and will be quoted separately.
Additional Services - applies to all business plans
Additional fees may apply for:
- Complex entity structures
- Multi-state filings
- Cleanup work
- Advanced advisory services
- Other specialized tax matters
Please refer to the Engagement Letter for full pricing details.
Note: Bookkeeping and cleanup services are not included and are quoted separately.
Confidence in Every Decision
Are you ready to take your business to the next level? Let Tax Advisors of Cary handle the financial details so you can focus on your business’s growth and success. Contact us today to learn more about our Business Tax and Strategy Service Packages and how we can tailor it to meet your specific needs.