Tax Solutions
Smart structures. Strategic moves. Lower taxes—without the stress.
Tax strategy is more than filing—it’s about setting your business up to pay less tax on purpose. We take the confusion out of the tax code and turn it into a set of tools you can actually use to keep more of your profit.
We help you choose and optimize the right entity structure (LLC, S-Corp, partnership, or something more specialized), determine tax-efficient owner compensation, and leverage deductions, credits, and methods that fit your business. Think accountable plans, home-office optimization, retirement strategy integration, depreciation tactics (bonus, Section 179, cost segregation opportunities), and ensuring your operations align with the way you want to be taxed.
From pass-through optimization to smart fringe benefits to keeping you compliant with IRS requirements (without losing your mind), we bring clarity, confidence, and a strategic edge to your tax position.
All legal. All intentional. And all designed to help you keep more of what you earn—because that’s the whole point.
SMART Accounting Solutions
Strategic. Managed. Accurate. Real-time. Tax-aligned. Because your numbers should work as hard as you do.
SMART Accounting isn’t traditional bookkeeping—it’s a fully supported financial system designed to give you clarity, control, and confidence in every decision you make. Your numbers become more than data; they become a strategic asset.
Our approach is Strategic, giving you financial visibility that supports the way you operate. It’s Managed, with consistent oversight that keeps your books organized and audit-ready. It’s Accurate, ensuring every dollar lands exactly where it should. It’s Real-time, so you always know where your business stands today—not last month. And it’s Tax-aligned, meaning your books are built to support the strategies that keep more profit in your pocket.
From a clean, structured chart of accounts to reliable reconciliations and reporting that actually makes sense, SMART Accounting gives you the foundation you need to understand what’s profitable, what’s not, and what to do next.
Accurate books. Real insights. A financial system aligned with your tax strategy and growth goals—that’s SMART Accounting.
Dena P, FL
We’ve been working with The Profit Firm for the past few years, and we couldn't be more pleased with the service and support we've received. Kelly, the owner, is fantastic—knowledgeable, responsive, and truly committed to helping her clients succeed. The entire team has been great to work with. They’re reliable, detail-oriented, and always willing to answer questions or provide guidance when needed. It’s clear they genuinely care about their clients and their success. Having The Profit Firm as our bookkeeper has brought peace of mind and confidence to our financial processes. Highly recommend!
Noel L, GA
Kelly and Kasey at The Profit Firm are amazing to work with! They are patient, knowledgeable, and always willing to help with any questions I might have. I highly recommend anyone with a small-medium sized business (like me) reach out to them for support/tax strategy!
Elona R, GA
The Profit Firm has been exceptional—knowledgeable, responsive, and genuinely committed to helping me reach my financial goals. They make complex info easy to understand and bring me real peace of mind. Highly recommend for anyone needing a trustworthy, proactive accountant!
Frequently Asked Questions
SMART Accounting FAQ (Bookkeeping Clients)
1.) How often do we talk? Do we have monthly meetings?
Communication depends on your selected service tier:
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Compliance Tier (Service Tier 1):
Monthly meetings are not included. This tier is designed for accurate, timely bookkeeping without advisory or strategic planning.
If you need elevated communication, proactive planning, or recurring strategy sessions, please consider upgrading to our Profit Planner or Fractional CFO service tiers. -
Profit Planner & Fractional CFO Tiers:
Monthly meetings are included, and clients are responsible for scheduling their own meetings using the booking link provided on our website. -
Complimentary Current Client Calls:
We offer no-charge 20-minute calls for all current clients. Visit our booking page to schedule with your Bookkeeper or our Senior Accounting Manager.-
Current Clients: BOOK YOUR FREE BOOKKEEPING CLIENT MEETING ➡️ Book Now
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2.) When will I receive my monthly financial reports?
We aim to publish all client financial reports by the 12th of each month.
Many reports are completed sooner, but please plan to review your portal by the 12th each month. If you notice anything that needs adjustment or clarification, please contact us right away—we’re here to help ensure your numbers are accurate.
3.) Can I schedule a strategy call?
Absolutely!
You may schedule a strategy call anytime—whether you’ve had changes in life or business, want to proactively plan for year-end, or simply need an in-depth financial discussion.
You can book directly on our booking page.
Our CEO, Kelly, is also available for strategy calls and enjoys connecting with clients. Book directly through our public scheduling link.
➡️ Book Now
4.) Are 1099 Filings included in my Bookkeeping
If you are on the Fractional CFO Tier, then yes—your 1099 management and filings are included (software filing fees are additional).
For all other service tiers, we offer 1099 Filing as an add-on service:
1099 Filing Service Pricing
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$125 administrative fee for the first 10 contractors
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+ $15 per contractor (software filing fee is additional)
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For each additional set of 10 contractors, an additional $125 administrative fee applies
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+ $15 per contractor (plus software filing fees)
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Tax Clients FAQ
1.) How often do we talk? Do we have monthly meetings?
We recommend Quarterly Tax Strategy Sessions to ensure you’re aligned and prepared for tax obligations throughout the year.
At minimum, we require at least one Kickoff Session or Tax Strategy Session each year in order to complete your tax filing.
You can schedule these directly on our booking page or here: Book Now
You can schedule a meeting at anytime during the year with our booking page.
2.) What are your tax filing fees?
We price based on forms required and complexity—you will never pay for unnecessary forms or time.
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Personal Tax Returns: Average cost is $435, depending on complexity.
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LLCs: Start at $479; average is $583 if using additional tax strategies/forms.
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S-Corporations: Flat rate $1,399
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C-Corporations: Flat rate $1,399
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Non-Profit Organizations: Discounted rate $1,199
Note: Tax preparation/clean-up fees (if needed) are not included in the rates above.
3.) How should I submit my tax documents?
We use a secure document portal for uploading your tax organizer, forms, and required documentation.
You will receive your login credentials once you become a client.
Document requirements:
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A Profit & Loss Statement (P&L) is required for all businesses.
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A Balance Sheet is required for businesses with combined revenue + assets over $250,000.
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We offer bookkeeping clean-up/tax prep at $89/per hour for clients who need assistance and do not use our bookkeeping services.
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Any tax strategies—such as Home Office Deduction, Augusta Rule, etc.—require use of our internal templates.
4.) Estimated Tax Payments - Do I need to pay these Quarterly?
YES!
To avoid interest and penalties, you must pay your estimated taxes on a quarterly basis.
When we file your tax return, you’ll receive four remittance slips that outline the recommended payment amounts and deadlines.
If your income fluctuates throughout the year, we highly recommend scheduling a Quarterly Tax Strategy Session. This allows us to update your financial forecast and adjust your estimated payments so you stay compliant and avoid surprises.
Schedule your Quarterly Tax Strategy Session ➡️ Book Now
5.) What are the steps for tax filings - what does working with TPF look like?
We make the Tax Filing Process as simple as possible but as strategic as possible. Check out our Tax Engagement Process on our Tax Portal Page: https://www.theprofitfirm.com/taxportal
5.) What makes The Profit Firm different? Why should I work with you?
We believe in a relationship-driven and strategy-first approach to your finances.
Every tax client begins with a Kickoff Strategy Session so we can understand your financial goals, business operations, and tax opportunities.
We do not believe in a one-size-fits-all approach—your strategy is customized to what makes financial sense for you and your long-term goals.