• YEAR-ROUND TAX PLANNING SERVICES

    Business tax services for year-round support and compliance

    Add our Year-round Tax Planning Services, and your tax pro will work with you to ensure you get the best possible outcome, calibrate your annual income tax plan, and verify your quarterly payment amounts. Get three yearly one-on-one sessions for a one-time price of $99 — valued at $150.

  • Year-round income tax planning and more

    We’ll help you stay on track by:

    • Getting individualized care from your Block Advisors small business certified tax pro.

    • Maximizing cash flow through a P&L review, expense tracking advice, and more.

    • Minimizing tax payments and getting the best possible outcome on your income taxes.

    • Avoiding surprises by paying the correct income tax amount each quarter.

    • Getting helpful income tax tips and ensuring all your questions are answered.
    • Work with a tax pro

  • How to get Block Advisors’ Year-Round Tax Planning

  • Make an appointment to get your taxes done

    Schedule a time to meet in person, via phone, or chat and get matched with a local tax pro.

  • Meet with your tax pro to discuss our Year-round Tax Planning Service

    Your tax pro preps your returns for you to review and approve. Ask to add regular check-ins.

  • Schedule your check-ins

    Plan your check-ins around your schedule and stay on track with our help all year long.

  • Make an appointment

  • Already have Year-Round Tax Planning Service?

    Stay on top of your taxes by scheduling check-ins with a tax pro. You can connect in person or virtually.

  • Expert support for your small business, all in one place

    • A trusted Block Advisors tax expert at a desk

      Work with experts

      Our small business certified tax pros back every return with 70+ years of experience and a 100% Accuracy Guarantee.

    • A small business owner looking at a tablet within his store

      Convenience your way

      File anytime, anywhere — online, in person, drop off or DIY — with year-round support to fit your schedule.

    • A Block Advisors neighborhood office location showing an empty lobby and meeting room

      Complete suite of services

      Get tax, bookkeeping and payroll help all in one place, so your business can save time and money.

    • A small business owner smiling standing in a doorway to a business

      Value you can trust

      Access expert tax and business support for up to 30% less than a typical CPA or accountant.

FAQs

Tax planning is most effective when it’s done year‑round. Reviewing your finances throughout the year helps you anticipate changes, manage cash flow, and avoid last‑minute surprises when it’s time to file.

Block Advisors offers year‑round tax planning services with small business‑certified tax professionals who help freelancers, contractors, and self‑employed individuals plan ahead and make informed tax decisions throughout the year.

Business tax planning is an ongoing service that helps small business owners plan ahead for taxes throughout the year. With Block Advisors, small business tax plans include three annual tax planning appointments with a small business‑certified tax pro who helps review profit and loss, track expenses, and plan for estimated tax payments.

Business tax planning helps reduce future tax liability by identifying opportunities throughout the year to plan ahead, manage income and expenses, and prepare for estimated tax payments. Taking a proactive approach can help avoid surprises at tax time and support more informed financial decisions.