SUPPORT TIERS
From essentials to full strategy, we’ve got you covered.
We offer two tiers of tax support to meet you where you are in business. With either option, you’ll know your taxes are handled with care — so you can stay focused on running your business.
Tax Prep Essentials
Tax Prep Essentials covers the basics — your business and personal returns, prepared accurately and filed on time, so you can have peace of mind.
Investment starts at $3,500 per year
Dedicated Tax Account Manager
Annual Tax Filing
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Personal & Business
End of Year Tax Planning Call
Tax Prep Suite (TPS)
Tax Prep Suite (TPS) is more comprehensive — year-round support with quarterly estimates, strategy calls, and proactive planning to help you proactively plan ahead.
Investment starts at $7,500 per year
Includes everything in Essentials, plus:
Quarterly Tax Estimates & Payments
Advisory Support
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Mid-Year Planning Call
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Reasonable Compensation Analysis
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Year-Round Support
THE PACKAGE
Tax Prep Suite
Tax Prep Suite (TPS) provides year-round support that includes quarterly estimates, strategy calls, and proactive planning to help you stay prepared and avoid surprises at tax time.
Investment starts at $7,500 per year
Dedicated Tax Account Manager
Annual Tax Filing
-
Personal & Business
Mid & End of Year Tax Planning Calls
Quarterly Tax Estimates & Payments
Advisory Support
-
Reasonable Compensation Analysis
-
Year-Round Support
NEED MORE THAN JUST TAX SUPPORT?
Explore our full suite of comprehensive services, including financial strategy, advisory, bookkeeping, and FCFO support.
Still have questions?
Click here to contact our team!
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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