Find all the right ways
to save the most money
We combine proprietary AI and human expertise to deliver
you the best outcomes possible come tax season.
Optimal outcomes
that stay above board
Through diving deep into the bookkeeping side of your business—what you’re spending money on, what revenue streams are most successful, what your goals are, and how your business is structured—we know your business inside and out. And while we’ll never know it as well as you do, we know:
- Being profitable is a top priority
- Being fully compliant is key to more success (and less headaches)
- Leaving money on the table at tax season is a massive missed opportunity
The best approach for
the best results
Get a step ahead with automated bookkeeping and tax solutions redesigned for the modern business owner. Welcome to Accounting made for the 21st century.
Legal compliance
We partner with tax attorneys to develop concrete—and completely compliant—tax strategies. No shady write-offs or controversial moves.
AI-powered analysis
Our proprietary AI deep dives into our books to collect a detailed understanding of your business structure in real-time.
Tailored strategies
Our library of strategies covers small businesses of every size, industry, and structure to emphasize driving additional expenses and optimizing categorization, positively adjusting P&L, and implementing the right bookkeeping tactics to save you thousands every year.
Expert oversight
Our strategies are executed by expert human accountants that heavily leverage analysis provided by our AI to expedite the process and provide an additional layer of accuracy + compliancy.
+$7K in-savings for
a first year S Corp
As a freshly-incorporated former LLC, Lasso Construction was still utilizing umbrella companies and tax shelters suited for their pass-through entity roots. But with the addition of two new partners with substantial equity stakes, our team assisted with the implementation of a capital draw and expense strategy that saved Lasso over $7,000 in savings when tax season came around.
Time to filing? Less than two weeks.
Get the level of
service you need
& Up
Suitable for solo entrepreneurs or small businesses with low transaction volume.
- Automated Bookkeeping
- Cash Basis
- Standard COA
- Uplinq Accounting System
- Year End Financial Docs
- Dedicated Bookkeeper
Schedule demo
& Up
For growing businesses with an increasing transaction volume. A good solution for business with more complex needs.
- Everything in the Starter Tier
- Cash or Accrual Basis
- Custom COA
- QBO Accounting System
- Free Tax Consultation
- Quarterly Financial Review
Schedule demo
& Up
For large businesses with a significant transaction volume. A great choice when you have specific accounting needs outside of core bookkeeping functionality.
- Everything in the Growth Tier
- Complex Accrual Support
- Job Costing Support
- AR/AP Support
- Property Costing Support
- Monthly Financial Close
Schedule demo
For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.
- Everything in the Scale Tier
- Custom Transaction Classification
- Manual Data Entry
- Multi-Location Support
- Multi-Entity Support
- Controller Services
Schedule demo
& Up
Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.
- Federal & 1 State Filing
- 5 1099’s (priced @ $6 after)
- Deduction Monitoring
- COA Compliance Review
- Year End Financial Package
Schedule demo
& Up
This is our most popular offering as it includes fixed asset support and annual tax planning.
- Everything in Essential Tier
- Annual Tax Planning Meeting
- Fixed Asset Gain/Loss Support
- Depreciation Deduction Maximization
- 5 Year Return Backup
Schedule demo
& Up
For businesses focused on tax optimization strategies; this plan incorporates quarterly tax strategy meetings.
- Everything in Peace of Mind Tier
- Quarterly Strategy Meetings w/ Ongoing Support
- Deduction Monitoring
- Quarterly Estimated Tax Calculations
- IRS Notice Support*
Schedule demo
For individuals with one or multiple businesses, or who’d like the confidence of a professional managing their personal tax filing.
- Everything in Peace of Mind Tier
- Mulit-Entity support
- Personal Federal Fiing
- Personal State Filing
- Personal Tax Planning
Schedule demo
of Catch Up
Best for businesses that are behind on their filings and want clean books, but don’t need assistance with personal or business tax filings.
- Income Statement
- Balance Sheet
- Trial Balance
- Journal Entry Summary
- General Ledger
Schedule demo
of Filing
For business that need to catch up on their books, and would also like the convenience of their tax filing’s completed
- Everything in the Catch Up tier
- Federal & 1 State Filing
- Financial Diligence Review
- COA Compliance Review
- Free Tax Strategy Consultation
Schedule demo
