Be Ahead | Be Planning | Be Prepared

Tax Planning for Peace of mind

At Be Tax, we believe tax planning isn't just about numbers, it's about peace of mind. Our mission is to help you stay ahead with proactive tax strategies so you can keep more of what you've earned and live confidently.

We Start By Partnering With You

to answer three questions:

Are you integrating your tax plan with your larger financial plan?

Are you using the most efficient tax strategy?

Are you checking in on your financial goals throughout the year?

 

Comprehensive Tax Solutions

From individual tax preparation to small business and entity tax preparation, we provide tailored solutions for every need.

Tax

Preparation

Expert preparation ensuring a commitment to accuracy and planning.

Tax

Planning

Tax advantaged strategic planning.

Year-Round Support

Ongoing monitoring and check-ins to keep your financial goals on track.

Financial

Services

Comprehensive transaction and payroll management for small businesses.

Tax Preparation Services
Transparent Pricing

From individual tax preparation to small business and entity management, we provide tailored solutions for every need with prices starting at:

INDIVIDUAL

Silver

$350

 

Tax Preparation Only

Silver +

$550

 

Tax Preparation + Planning

INDIVIDUAL

Gold

$450

 

Tax Preparation Only

Gold +

$650

 

Tax Preparation + Planning

INDIVIDUAL

Platinum

$750

 

Tax Preparation Only

Platinum +

$900

 

Preparation, Planning & Monitoring

ENTITY

Fiduciary

$450

 

Tax Preparation Only

Fiduciary +

$650

 

Tax Preparation & Planning for entities with reconciled books

ENTITY

Silver

$800

 

Tax Preparation Only

Silver +

$2,500

 

Tax Preparation & Planning for entities without reconciled books

 

IRS Audit responses are charged separately. For additional services, such as notice coverage, research, tax planning, transaction management, or payroll processing, our pricing will be provided in a detailed service proposal.

Ready to Take Control of Your Taxes?

Schedule a consultation with our team and discover how proactive tax planning can give you peace of mind.