Come Partner with Us!
Income Tax Preparation Services for Clients of Freelance Bookkeepers
Our Simple tax package is the right fit for:
Individuals filing a Form 1040 and small business owners filing a Schedule C who earn up to $30,000/month.
Our Strategy tax package is the right fit for:
Individuals and small business owners with more complex tax needs who earn over $30,000/month.
Our Simple tax package is the right fit for:
Individuals filing a Form 1040 and small business owners filing a Schedule C who earn up to $30,000/month.
Our Strategy tax package is the right fit for:
Individuals and small business owners with more complex tax needs who earn over $30,000/month.
ARE YOU A BOOKKEEPER, BUT HAVE NO IDEA WHO TO REFER YOUR CLIENT'S TAX PREPARATION TO?
- Does the thought of finding a competent tax partner stress you out?
- Are you worried that the tax preparer will steal your bookkeeping client?
- Are you sick of working with a tax preparer who won't keep you in the loop?
Then Let Us Be the Peanut Butter to Your Jelly!
But let's address the elephant in the room....
"How do I know you won't steal my clients?!"
Well first,
allow me to introduce myself:
Hi, I'm Tyler Otto. I'm the President of Specialty Bookkeepers and Tax, and the bookkeeping community is my life! I love nothing more than collaborating with colleagues and making new friends with other firm owners.
I have had the pleasure of being featured on:
- The I Love Bookkeeping Podcast
- Building the Premier Accounting Firm
As well as speaking at conferences such as:
- BKX 2022 (and will speak at 2023 as well)
- GrowCon 2022
I say this to show that I love this community and value our reputation!
The last thing we want is to become the firm labeled as "client stealers".
We have learned that "We all succeed when we work together",
and we want to work with you!
Simple
Individual tax return, preparation, and e-file
-
Automated tax due date reminders
-
Email / Chat
Support
-Secure / private document management
-Tax Document Questionnaire and Organization
-Recorded Video Walkthrough of Tax Returns
Starting at:
Personal Returns: $500
Business Returns: $850
Standard
Includes everything in
Simple plus:
Annual Tax Planning Consultation
-
Reach out at any time
(72-hour response time)
-1099s for business
-Financial advisor meeting
-Amended tax return preparation for corrected forms only (K-1s, 1099s, W-2s, etc.)
Starting at:
Personal Returns: $950
Business Returns: $1,250
Advisory
Includes everything in Standard plus:
Quarterly Tax Planning Consultation
-
Tax planning Dashboard Updated Monthly
-Reasonable Compensation Study
-Amended tax return preparation for any reason
-Other tax/financial advice
Starting at:
Personal Returns: $1,350
Business Returns: $1,650
*All tax returns are billed based on the quantity of forms.
Personal Returns starting price includes Form 1040, Schedule A, and Schedule 1.
Business Returns starting price includes Forms 1065 and/or 1120(s), as well as K-1s.
Here's our commitment to you:
Any client you refer to us will immediately get marked as "Do Not Solicit" in our CRM.
If you are referring more than 10 clients to us, we will build you your own Co-Branded Landing Page where your clients may register!
You get paid, too! We pay out referral bonuses to you for each client you refer.
We only market and sell bookkeeping services to clients in our niche: the hospitality industry.
Are you ready to work together?
If so, let's schedule a time to have a quick chat and see if we're a good fit!
