CareFull Tax Suite™

ATTENTIVE TAX MANAGEMENT

Taxes don't have to be a burden you carry alone! Our team is here to handle the quarterly and annual tax returns for your childcare center, along with mid-year and year-end tax planning sessions to help make strategic business decisions!

THE SUITE

What's Included?

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.

Investment starts at $6,000/year with flexible payment options available.

BOOK A CALL

Tax Planning Calls

We want to support you beyond tax time, so we include mid-year and year-end planning calls.

Quarterly Taxes

We'll estimate and pay your quarterly taxes, one less thing for you to have to remember.

Annual Taxes

We prepare and file your annual tax returns with a full video walk-through to keep you in the know.

Extra Help

Guidance on IRS and state tax letters, reasonable compensation analysis.

How It Works

KICKSTART

We will start with a kickstart call to introduce you to our processes, software, and next steps. You'll also be introduced to your account manager who performs a diagnostic on your financial records to identify areas or accounts that need cleanup or clarification, so you have an understanding of what is needed for us to adequately provide tax services.

TAX PLANNING

Each quarter, we'll use your financial records to estimate your tax due and send for review prior to payment.

Then twice a year, we'll have a 1:1 call to review your books, answer any questions, and proactively plan for the upcoming activity and tax implications.

TAX FILING

At tax time, your tax return is prepared with ease and fewer surprises because we've been prepping all year long.

Plus you have ongoing email access to your account manager for questions throughout the year as they arise!