Our Services plan
Comprehensive Year-Round Tax Support
We go beyond just filing taxes—we partner with you all year to optimize your financial success. Our proactive approach allows us to uncover valuable tax-saving opportunities, plan ahead, and ensure you're always a step ahead when it comes to managing your finances.
With us, you’re not just a client during tax season. You have access to expert advice and strategic planning whenever you need it, giving you the confidence and clarity to focus on what matters most. Let’s work together to make smart financial decisions all year long!
Choose your plan
Core Plan
Our Core Plan is designed to give your business a strong financial base, ensuring compliance, and tax savings as you grow.
Best for:
Small businesses and online entrepreneurs looking for reliable tax preparation service to reduce liabilities while maximizing savings.
Includes:
Business and Personal Tax Preparation & Electronic Filing for federal and state returns
Tax Return Review
Annual Review of Financials
Quarterly Tax Savings Newsletter
Tax Extension Filings
Data Document Storage
Take the stress out of managing your finances - let Inspire Tax and Financial Services handle the essentials so you can focus on growing your business!
Growth Plan
Our Growth Plan builds on our Core Plan, offering advanced financial insights and strategies to help your business grow and thrive.
Best for:
Established businesses gaining traction and looking to optimize their tax positive with moderate tax planning to grow and scale efficiently.
Includes:
Everything in the Core Plan PLUS...
Tax Notice Assistance
Limited Year Round Email Tax Support
Semi-Annual Review of Financials
Annual Tax Projections/Estimations
Annual Tax Advisory/Planning Call
The Growth Plan provides dedicated CPA guidance to help you take your business to the next level.
Comprehensive Plan
Our Comprehensive Plan offers advanced tax strategies and personalized planning geared for maximum tax savings
Best for:
high net worth individuals and business entities with significantly high tax bills
Includes:
Everything in the Growth Plan PLUS...
Proactive Tax-Reduction Strategies tailored to maximize your savings
Ongoing Year Round Email Tax Support
Quarterly Review of Financials
Quarterly Tax Projections/Estimations
Quarterly Tax Advisory/ Planning Calls
Retirement Planning
The Comprehensive Plan is your all-in-one solution, providing the expertise and support of a full accounting department for a fraction of the cost.
“A strong financial future starts with smart tax planning today.”
Let us handle the details, so you can focus on what matters most.