Take the Surprise and the Stress out of Taxes
Start proactively planning and save strategically on taxes.
Ah, taxes. Such a special time of year, when you send several gigabytes’ worth of documents to your tax preparer and brace yourself for the bad news on how much you owe (or worse, try to labor through those time-sucking tax forms yourself). Any of this sound familiar?
Communication Black Hole
Why won't my tax provider answer my calls and emails till January?
Cash Panic
Do I have enough cash to cover the tax bill this quarter?
CPA Sticker Shock
When you ask your accountant a quick question and get a giant bill after.
Lost in Translation
What’s my tax advisor saying anyway? I don’t understand these acronyms.
Tax FOMO
What tax breaks am I missing and don’t know to ask about?
Don’t let the tax code scare you; make it work for you.
So what separates businesses that win the tax game from those that lose?
Introducing Red Bike Advisors Tax Strategy & Filing Services
Annual Planning & Advisory
With annual strategic tax planning sessions and year-round ad-hoc support, you’ll never be left waiting till April to talk to your accountant and understand your tax liability.
Preparation, Filing & Representation
Our Tax Packages include planning, advising, preparation and filing for your business and family. And should you need taxing authority representation in case of an audit, we’ve got you.
Breakaway Business Tax Packages
Customize your service package with add-on services including virtual CFO and bookkeeping & accounting services.
Plans Built for Small and Growing Businesses
Tax Essentials
Worry-free tax compliance and strategic savings.
Starting at
$440/month
Billed monthly
Ideal for new and small businesses with up to $1M revenue
Tax Strategy:
- Financial statement reviews for tax issues and opportunities
- Proactive annual tax planning & quarterly projections
- Ad-hoc digital conversations and/or meetings on tax strategy, not to exceed 2 hours/quarter
Preparation & Filings:
- 1 Federal business + 1 Federal individual return
- 1 State business + 1 State individual return
- Preparation of quarterly tax estimates
Tax Standard
Worry-free tax compliance, strategic savings, and specialized services.
Starting at
$800/month
Billed monthly
Ideal for growing companies with $1M+ revenue
Tax Strategy:
- Financial statement reviews for tax issues and opportunities
- Proactive annual tax planning & quarterly projections
- Scenario planning
- As-needed email conversations and/or meetings on tax strategy
- Special project work e.g. S Corp reasonable salary analysis, pass-through entity tax election, and change in accounting method
Preparation & Filings:
- 1 Federal business + 1 Federal individual return
- 1 State business + 1 State individual return
- Preparation of quarterly tax estimates
*Average pricing is listed to give you an idea of the investment in a strategic tax partner like Red Bike Advisors. Final pricing is customized for you based on your unique tax needs, plus any optional add-ons. We’ll customize your plan during your free strategy session.
Each Plan Includes
- Proactive annual tax planning session
- Review of financial statements for tax issues and opportunities
- Quarterly tax planning, estimations, and recommendations
- Scenario planning: 1 scenario
- Management of cash-basis tax liabilities against accrual-basis management reporting
- Year-end tax management opportunities
- Compliance with changing federal, state, and local laws
Optional Add-Ons
- Sales and income tax nexus assessments
- Past business return reviews: correct mistakes, prevent future errors
- S Corp reasonable salary analysis
- UNICAP compliance
- Trusts & Estates
- Change in accounting method filing
- Other ad-hoc or complex tax compliance service
- Taxing authority representation (tax controversy and resolution)
- Accounting & Bookkeeping services
- Virtual CFO services
- Fraud & forensic services
Who are Red Bike Advisors Tax Strategy & Filing Services for?
- Small businesses that want to play the tax game and win with strategic moves that save money and help you plan correctly
- Proactive, growth-focused companies that understand the firepower of combining strategic financial planning, tax strategy, and foundational bookkeeping & accounting services is the key to exponential growth
A True Investment
Red Bike Advisors Tax Strategy & Filing Services aren’t a cost center, but a “sleep well at night” center.
Do It Yourself | Traditional Accountant | Red Bike Advisors |
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| Tax Strategy & Filing Services
Average annual investment: $7,500
Peace of Mind: Priceless! |
Our Process
Every business has a weekly, monthly, quarterly, and annual accounting rhythm. In our lifecycle for Tax Strategy and Filing, we cycle through the full calendar year as your strategic partner.
Planning
Strategic tax planning sessions with your Red Bike Tax Advisor team to optimize tax savings and estimate quarterly liability
Advisory
Year-round ad-hoc support and consulting from your Red Bike Tax Advisor team
Preparation & Filing
On-time preparation and filing of federal and state tax returns for your business and family
Representation
Taxing authority representation in case of an audit (tax controversy and resolution)
What Clients Say
Red Bike Advisors Financial Fitness Framework
Clean books and a robust tax strategy are the foundation of a strong financial position. And if you really want to break away from the pack of competition, layer in strategic financial planning with our Virtual CFO services.
