Certified Professional Accounting for IT Companies
For IT Companies that need more than a CPA.
Get CPA partners who can develop a tax strategy for your long-term goals, all while keeping your taxes low and your business compliant in the meantime.
Let's TalkMore than bean counters.
Don’t get us wrong: we love CPAs. But if they’ve got a goal in mind, it’s hammering out your tax returns, keeping you compliant, and minimizing your tax burden.
We created iT Tax Advisors because we believe visionary business owners need CPA services that can dream alongside them. Because while compliance is crucial and minimal taxes are good taxes, we know you’ve got more goals than that. Whether you’re looking to scale, grow, and acquire or simply build a path to retire, we’re here to think alongside you.
With our fixed subscription model, you’re free to bounce ideas off us, clarify your long-term goals, and hone a strategy to achieve them, all without the surprise invoice at the end of the month.
How It Works
You and your IT business are unique, so you deserve tax services that provide everything you need and nothing you don’t. We care about educating you on your tax profile and developing a strategy that accomplishes your personal and professional goals. We built iT Tax Advisors services to keep your cost fixed while being adaptable as your business changes.
Bronze
- 1 Business Tax Return (1 State Included)
- 1 Personal Tax Return (1 State Included)
- Safe Harbor Quarterly Estimates
- No Planning or Additional Touchpoints
- $250 monthly minimum
Silver
- Full-Service Tax Planning
- 2 Personal or Trust Tax Returns
- 1 Business Tax Return
- Up to 3 Unique States
- Ongoing Consulting
- $750 monthly minimum
Gold
- Initial Tax Assessment
- Quarterly Planning
- Beginning and End-of-Year Reviews
- Notice Responses
- Ongoing Consulting
- 2 Business Tax Returns
- 4 Personal or Trust Tax Returns
- Up to 5 Unique States
- Simple Gift Tax Return
- $1,500 monthly minimum
Platinum
- Annual Valuation
- Initial Tax Assessment
- Quarterly Planning
- Beginning and End-of-Year Reviews
- Notice Responses
- Ongoing Consulting
- All Personal, Trust, Gift, and Business Tax Returns
- Up to 10 Unique States
- $3,000 monthly minimum
Diamond
- Full-Service Tax Planning, Strategy, Consulting, and Compliance
- Method Changes
- Estate Planning
- Annual Valuation
- Initial Tax Assessment
- Quarterly Planning
- Beginning and End-of-Year Reviews
- Notice Responses
- Ongoing Consulting
- All Personal, Trust, Gift, and Business Tax Returns
- Unlimited States
- $5,000 monthly minimum
Add-On Services
- Compliance
- Estate Plan
- Estate Planning
- Year-End Projection
- Method Change
- Gift Tax Return
- Consultation
- Notice Response
CPAs that get you, and get you where you’re going.
Sticking with traditional iT Tax Advisors services will keep your taxes clean, but if they aren’t purpose-built to your size and strategy, you could end up paying more without meeting all that you need. With iT Tax Advisors, iTValuations offers a personalized CPA service partnership designed to help you arrive at your long-term destination, all while minimizing your tax burden and keeping you compliant.
Let's Talk