Business Tax Clarity Call

Quick tax strategy. Real clarity.

The Business Tax Clarity Call is a fast, focused advisory session designed for business owners who need immediate guidance on tax-related questions — without the commitment of full-service tax preparation.

This service is ideal for entrepreneurs seeking clarity on deductions, estimated taxes, business expenses, filing readiness, or general tax strategy. You’ll receive professional insight and next-step recommendations tailored to your business situation.

This service does not include tax filing, preparation, or compliance work. If full tax services are needed, compliance and/or advisory plans will be provided.

What We May Cover:

✔ Business expense deductions
✔ Estimated tax guidance

✔ IRS Tax Notification Letter and what they mean for you
✔ Income classification
✔ Business structure tax considerations
✔ Filing readiness review
✔ Common business tax mistakes
✔ General tax planning questions

Ideal For:

• Business owners with quick tax questions

• Entrepreneurs preparing for filing season

• Founders unsure about deductions or compliance

• Side hustlers transitioning into business income

Clients who have provided a description of tax topic are contacted within 24 business hours or less of booking.

Clarity Tax Advisory & Compliance

Clarity Tax Advisory & Compliance is a full-service business tax solution designed for entrepreneurs who want more than seasonal tax filing.

This service combines ongoing advisory support with accurate, timely tax compliance to help business owners stay organized, proactive, and financially confident year-round.

Rather than reacting at tax time, we focus on strategic planning, financial organization, and compliance management that protects your business, improves profitability, and reduces costly surprises.

This is a long-term partnership built to support sustainable growth.

What’s Included

• Business tax compliance and filing coordination
• Ongoing tax advisory and planning support
• Quarterly tax strategy check-ins (as applicable)
• Estimated tax guidance
• Business deductions and credit optimization
• IRS and state compliance support (non-representation unless contracted)
• Financial organization guidance for tax readiness
• Year-round access for tax-related questions

Ideal for:

• Established small business owners
• Growing brands with consistent revenue
• Entrepreneurs tired of tax season stress
• Founders seeking proactive tax strategy
• Businesses ready for year-round financial structure

Plans:

Essential Compliance Tier

Starting at $275/month
For business owners who want stress-free filing and clean compliance.

Includes:

• Business tax return preparation coordination
• Annual compliance management
• Basic tax planning guidance
• Estimated tax payment support
• Business deduction optimization
• Email support for tax-related questions
• Year-end tax readiness checklist

Best for:
Solo entrepreneurs, new businesses, and steady small businesses.

Growth Strategy Tier

Starting at $450/month
For growing businesses ready to be proactive with taxes.

Includes everything in Essential, plus:

• Quarterly tax planning sessions
• Advanced deduction and credit strategy
• Entity structure advisory (LLC, S-Corp evaluation guidance)
• Cash flow and tax impact forecasting
• Priority response time
• Mid-year tax optimization review

Best for:
Scaling businesses, multi-income founders, and six-figure earners.

Executive Tax Partnership

Starting at $750/month
White-glove tax advisory for high-performing business owners.

Includes everything in Growth, plus:

• Monthly strategy calls (as needed)
• High-level tax minimization planning
• Business expansion tax strategy
• Audit risk reduction advisory and defense
• Financial structure optimization
• Priority scheduling and direct advisor access
• Personalized tax roadmap

Best for:
Established brands, multi-entity owners, and premium advisory clients.

Important Service Disclosure

Clarity & Ledger provides independent tax advisory and business consulting services. While certain tax return preparation and filing services may be facilitated through third-party platforms such as TurboTax, all advisory sessions, strategic guidance, and consulting services are provided directly through Clarity & Ledger.

Clients may be referred or transitioned to TurboTax for formal filing execution when applicable or of financial benefit to the client. Clarity & Ledger is not responsible for platform processing fees, software policies, or platform-related technical issues.

All advisory services remain independent of any third-party software provider.