• YEAR-ROUND TAX PLANNING SERVICES

    Business tax services for year-round support and compliance

    Add our Year-round Tax Planning Services, and your tax pro will work with you to ensure you get the best possible outcome, calibrate your annual income tax plan, and verify your quarterly payment amounts. Get three yearly one-on-one sessions for a one-time price of $99 — valued at $150.

  • Year-round income tax planning and more

    We’ll help you stay on track by:

    • Getting individualized care from your Block Advisors small business certified tax pro.

    • Maximizing cash flow through a P&L review, expense tracking advice, and more.

    • Minimizing tax payments and getting the best possible outcome on your income taxes.

    • Avoiding surprises by paying the correct income tax amount each quarter.

    • Getting helpful income tax tips and ensuring all your questions are answered.
    • Work with a tax pro

  • How to get Block Advisors’ Year-Round Tax Planning

  • Make an appointment to get your taxes done

    Schedule a time to meet in person, via phone, or chat and get matched with a local tax pro.

  • Meet with your tax pro to discuss our Year-round Tax Planning Service

    Your tax pro preps your returns for you to review and approve. Ask to add regular check-ins.

  • Schedule your check-ins

    Plan your check-ins around your schedule and stay on track with our help all year long.

  • Make an appointment

  • Already have Year-Round Tax Planning Service?

    Stay on top of your taxes by scheduling check-ins with a tax pro. You can connect in person or virtually.