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.

How Block Advisors can help your business.

Maximize your tax outcome

Our tax pros help grow your bottom line and put money back in your pocket by finding every available credit and deduction relevant to your industry.

Affordable expertise, year-round

Get personalized human help rightsized to where you are and where you want to go — for up to 30% less than the cost of a typical accountant.†

Specialized in small business

Our small business certified tax pros have an average of 12 years of experience and undergo annual Block Advisors training to specialize in small businesses.

100% Accuracy Guarantee

We guarantee 100% accuracy on your taxes, bookkeeping and payroll and will reimburse you for penalties and interest if we make an error on your return.

† Average savings based on national average fees for Federal Form 1040 plus Schedule C and one state filing in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.

  1. Our Year-Round Tax Planning services cover the following income tax strategy and planning services that you may select for each of three one-on-one sessions: Business check-up, financial review, estimated quarterly tax payment review, expense tracking and recordkeeping education and advice, income tax filing readiness review, and income tax tips and education relating to accounting methods, cost of goods sold, tax deductions, withholdings, sales tax, and Form 1099. Additional terms and conditions apply. We are not attorneys or a law firm and we do not provide legal advice or legal services, nor do we provide financial advice or investment recommendations, as part of our Year-Round Tax Planning services. You should consult an attorney and/or your own financial and investment advisors where appropriate.