The Tax Prep Suite is for you if...
You want professional support to translate IRS communications and demands.
You want to avoid surprise tax bills, penalties and fees.
You struggle with estimating and paying quarterly taxes consistently and on time.
You want tax planning and strategy guidance based on your specific industry and business type.
You want access to a tax professional to answer your tax questions year-round, not just at tax time.
THE PACKAGE
What's included in the Tax Prep Suite?
More than just annual filings. Get year-round support with a dedicated tax expert. We handle quarterly estimates, annual returns, and offer personalized tax planning.
Enjoy semi-annual strategy calls and guidance on IRS communications. Stay compliant, optimized, and stress-free. it's important that your bookkeeping is already in place so we can focus on making the most of your tax planning.
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Investment starts at $7,500/year with flexible payment options available.
Still have questions?
Click here to contact our team!
Dedicated Tax Account Manager
Taxes
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Annual Tax Filings
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Quarterly Tax Estimates
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Semi-Annual Tax Planning Calls
Advisory Support
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Reasonable Compensation Analysis
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Year-Round Support
BOOKKEEPING
Accurate bookkeeping is essential for strong tax and accounting practices so it's required. It doesn't have to be done by us but you must have bookkeeping support.
A Message From Keila
ABOUT TAX PREP SUITE
Curious about our Tax Prep Suite service? Let's dive in! This quick video offers a glimpse into what this package entails, how we can support you, and how it enhances your tax planning capabilities.
How to Get Started
Application
Review our service offerings and apply for the service that best suits your needs. Our team will review your application and reach out with a link to schedule your Discovery Call.
Initial Diagnostic
We start each new client relationship with an Initial Diagnostic to understand your unique needs and identify any areas requiring attention before moving into our ongoing services. This process takes about one month to complete.
Onboarding + Ongoing Service
After your Diagnostic, we'll complete your onboarding by taking care of any catch up or cleanup that might be needed. Once we’re confident everything is in order, we’ll transition you seamlessly into ongoing services tailored to your needs.
"The Little Fish team is very responsive and I see them as an extension of my business family. They ensure I’m financially healthy and can stay in my zone or genius coaching my clients."
Lexi Jay
THE CORPORATE NURSE
How We Work
At Little Fish, we're dedicated to empowering professional service providers like you. We promise:
Tailored financial solutions for your unique needs
Expert guidance to navigate taxes and financial decisions
Proactive support to fuel your business growth
Clear, timely communication you can rely on
We're more than your accountants—we're your financial partners, committed to your success every step of the way.
Meet Kenya
YOUR PERSONAL TAX EXPERT
As your Tax Prep Suite account manager, Kenya is your go-to for all tax matters. She’s always ready to answer questions, decode IRS letters, advise on deductions, and handle your returns. With Kenya by your side, you'll have confidence and peace of mind in knowing your taxes are always taken care of.
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