More Than Tax Preparation.
A Plan for the Year Ahead.
Tax planning is most valuable when there is still time to act.
Better Solutions offers year-round plans for individuals and business owners who want proactive tax guidance and a more connected relationship with their CPA — all with predictable monthly pricing.
Know Your Options.
Make Better Decisions.
Essential planning
Year-round planning
Better Essentials
Essential Year-Round Tax Guidance
Best for
Individuals who want ongoing tax guidance and help staying ahead of their tax obligations during the year.
Includes
- Estimated tax calculations and guidance
- Basic tax projections, as appropriate
- Planning for changes in income
- Routine year-round tax questions
- Periodic tax-planning guidance
- Year-end tax-planning review, as appropriate
Tax return preparation is not included and is billed separately.
Better Planning
Proactive Individual Tax Planning
Best for
Individuals with more complex tax situations who benefit from proactive planning and analysis throughout the year.
This may include
- Rental real estate
- K-1 income
- Significant investment or capital-gain activity
- Fluctuating income
- Retirement distributions
- Roth conversions
- Equity compensation
- Significant financial transactions
Includes
- Comprehensive tax projections
- Estimated tax planning
- Proactive tax-planning recommendations
- Capital-gain and investment tax considerations
- Rental and real-estate tax planning
- Retirement distribution and Roth-conversion tax analysis
- Planning for significant changes in income
- Planning before major financial transactions
- Routine year-round tax questions
- Planning meetings based on the agreed scope
Final pricing is based on complexity and scope.
Tax return preparation is not included and is billed separately.
Year-round advisory
Advanced advisory
Better Business
Year-Round Business Tax Planning & Advisory
Best for
Established business owners and real-estate professionals who want proactive tax guidance and regular access to their CPA throughout the year.
Includes
- Quarterly tax-planning and advisory meetings
- Business and individual tax projections
- Estimated tax calculations
- Year-end tax planning
- S corporation reasonable-compensation considerations, when applicable
- Retirement-plan tax strategy
- Entity-structure considerations
- Major purchase and transaction tax planning
- Real-estate tax considerations
- Routine year-round tax questions
Business and individual tax return preparation are not included and are billed separately.
Better Business Plus
Advanced Tax Planning & Advisory
Best for
Business owners and real-estate professionals with greater complexity who require more frequent planning, analysis, and advisory support throughout the year.
Includes everything in Better Business, with a greater level of
- Tax projections and scenario analysis
- Proactive planning throughout the year
- Complex business and real-estate tax analysis
- Transaction planning
- Entity and compensation strategy
- Advanced retirement-plan tax considerations
- Multi-state tax considerations
- Coordination of tax planning with other professional advisors
- More frequent meetings and advisory based on the agreed scope
Final pricing is based on complexity and scope.
Tax return preparation for businesses and individuals is not included and is billed separately.
Tax Return Preparation
Tax return preparation is priced separately from our year-round planning and advisory services.
Fees are based on the returns required and the complexity of your tax situation. Your tax preparation fee will be communicated separately so you know what to expect before work begins.
Know What to Expect From the Beginning.
Your Better Solutions plan brings the year-round planning and advisory services outlined in your engagement into one predictable monthly fee.
If something comes up outside the scope of your plan, we'll discuss what's involved and the cost before additional work begins.
Clear expectations. Predictable pricing. No unexpected bills.
Services are provided pursuant to a signed engagement letter, which governs scope, fees and terms. Pricing shown is subject to change; final pricing is confirmed in your engagement letter.
Not Everyone Needs a Year-Round Plan.
Year-round planning can be valuable, but it isn't necessary for everyone.
If your tax needs are primarily focused on annual tax return preparation, Better Solutions also offers tax preparation as a separate service for individuals and businesses.
We'll help you determine which approach makes the most sense based on your tax situation and the level of support you need.