Sherpa Tax gives business owners a year-round plan for what they’ll owe, what they can do about it, and when to act. Quarterly planning, estimated-payment guidance, multi-entity coordination, and tax-saving opportunities identified before the window closes.
The year closes. The books get cleaned up. The return lands in your inbox weeks later, and the number is bigger than expected.
You owe more than planned. The cash is not set aside. And by the time you find out, many of the best tax-saving moves are already off the table.
That is what happens when tax is treated as filing instead of planning. Filing tells you what already happened. Planning gives you time to do something about it.
We do the second.
Four quarterly planning sessions, not one annual filing conversation.
Preparation and submission handled on time, across every state where your business operates.
Pass-through entities, holding companies, real estate, and related-party activity coordinated cleanly.
Quarterly estimates mapped throughout the year so the cash impact is expected, not surprising.
You forward the notice. We review it, explain it, and respond on your behalf when appropriate.
Planning tied to your actual numbers so the right moves are evaluated before deadlines pass.
Starting at $XXXfor an individual return or single pass-through entity, with monthly billing available if you’d rather smooth it across the year. Multi-entity, multi-state, and higher-complexity returns are scoped after the tax roadmap so the pricing matches the work.
No surprise April invoice. No unclear add-ons. Just a year-round tax relationship built around planning, filing, and what your business actually needs.
Tax planning is included with Acceleration and available as a standalone service. See Services →
You do not have to start with both. Most owners eventually do.
Two minutes tells you whether Sherpa Tax fits, on its own or paired with accounting. If we’re not the right fit, we’ll say so on the first round.