A tax plan that keeps up with your business.

Each membership covers one named business and one designated owner household—one individual or a jointly filing couple—for owner estimated-income-tax planning when applicable. The scope includes federal income tax plus one state total across the business and owner household. Additional businesses, owner households, or states require a separate quote.

We review the covered business’s income and the estimated-payment needs that apply to its tax structure. C corporation planning addresses the entity’s estimated income tax. For pass-through businesses, designated-owner estimates require household income and withholding information as well as business records. A combined business-and-owner calculation counts as one scheduled review. Payments, deadlines, and changes depend on the information you provide.

A review can include an income-tax projection, estimated-payment update, and discussion of a defined business tax decision. The time shown includes preparation, calculations, the discussion, and follow-up. Essentials provides two reviews of up to 60 minutes each, including up to 20 minutes of discussion. Plus provides four quarterly reviews of up to 90 minutes each, including up to 30 minutes of discussion. Premier provides four quarterly reviews of up to 120 minutes each, including up to 45 minutes of discussion, plus eight check-ins in months without a review. Each check-in allows up to 15 minutes of total work, including up to 10 minutes of conversation. Premier therefore provides 12 planned contacts across the membership year.

All membership work shares the annual service-hour allowance: six hours for Essentials, 12 for Plus, and 20 for Premier. Onboarding, record review, research, calculations, meetings, brief questions, projects, and follow-up all count toward that allowance. Individual benefit counts and time limits also apply; they do not add hours. If a request would exceed a limit, we explain the additional scope and fee before proceeding.

A brief question addresses one straightforward income-tax topic using information already available, generally requiring no more than 10 minutes of professional work. Essentials includes six, Plus includes 12, and Premier includes 18 per membership year, within the shared hour allowance. Questions needing a new projection, substantial research, or document preparation belong in a scheduled review, a focused project, or separately quoted work. Questions asked during a scheduled review or check-in do not also use the separate question allowance.

Every business plan includes up to three preparations or material updates of the covered business’s own Form W-9 during the membership year. We use supported identity and existing tax-classification information. Sending another copy of an unchanged form does not use another allowance. Vendor W-9 collection, vendor management, EIN applications, entity elections, and preparing or filing Forms 1099 are separate services.

Yes. Tax planning uses current, reconciled records supplied by you or your bookkeeper, together with any needed owner-household tax information. Bookkeeping, reconciliation, and cleanup are separately scoped. If your records need attention, we can discuss monthly accounting services and coordinate a practical starting point for tax planning.

Annual business and personal income-tax returns, amended returns, bookkeeping, payroll processing and filings, sales-tax filings, entity filings, and formal tax elections are separately priced. This membership provides the reviews and assistance described here. If your existing Scott accounting plan already includes particular tax-planning work, we reconcile the scopes before enrollment so you are not charged twice for that work.

A focused project may assess a routine income-tax notice, or help an eligible taxpayer with one straightforward income-tax payment-plan application to one agency and one brief follow-up. Eligibility and complexity are reviewed first. A related notice assessment and payment-plan application for the same matter count as one project. Taxes, government fees, penalties, and interest are additional. Substantive notice responses, representation, complex collections, and payroll- or sales-tax delinquencies require separate scope and any required authorization. Approval, processing time, tax savings, and agency outcomes are not guaranteed.

All three plans target an initial response within three business days. That response may acknowledge the request, identify missing information, or set the next step; it is not a promise of completed work or agency processing within that time. We provide a deadline checklist for the agreed scope. You must share notices and changes promptly and remain responsible for authorizing and making payments. The membership does not include automatic monitoring of agency accounts.

The form requests a conversation about your selected plan. It does not enroll you or authorize a payment. We confirm the business, owner household, state, records, and service fit, then provide a written agreement before enrollment. The agreement sets the 12-month service period, monthly billing, scheduling, renewal, cancellation, refund, and any remaining-payment terms.