Year-round Tax Planning Service

Get expert help with your business tax strategy all year.

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.

  • Best for: Freelancers, contractors, or self-employed

Already have this service? Schedule your next appointment.

Get year-round expert 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.

Here’s how to get Year-round Tax Planning.

step 1

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.

step 2

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.

step 3

Schedule your check-ins.

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

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.

Year-round small business expertise

Small business certified

Our tax pros receive specialized training for business tax preparation.

Save up to 30% on services

You could save up to 30% when you work with us instead of a typical accountant or CPA.

100% accuracy guaranteed

Rest easy knowing your taxes, bookkeeping, and payroll will always be 100% accurate.

2 million+ businesses

We help more than 2 million businesses each year get every credit and deduction they deserve.