Your Tax Experience

reimagined

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It’s time for a collaborative tax service.

One where your return is not just a transaction.

We believe that every entrepreneur,  regardless of size,  deserves a hands-on experience.

If you feel like the tax code speaks another language, we will be here to interpret the information and help you use the information to make better business decisions.

Understanding your numbers and growing your business is not just about managing your finances for your tax return. As you are growing your business, we will partner every step of the way to ensure you are making the right decisions that will maximize your tax benefits and run an effective organization.

Our Proven Process

When looking for an accountant, it can be hard to find someone you trust to take care of all your needs.

We have created a unique process that keeps you informed along the way as your taxes are being prepared. After meeting with our team, you will choose a date that best fits your availability to create a DEDICATED time for our collaboration. This is designed to create an educational relationship with your taxes instead of a transactional service.

*Process may vary depending on the time of year.

Our Process

This system ensures there is allocated time for your tax preparations.

Through an intimate experience, we are able to communicate and prevent delays due to drawn-out deadlines.

 Our relationship does not end at tax season. We provide ongoing support and check-ins for updates.

Our Packages

Premier

  • Dedicated tax prep week with kick-off call
  • Video walkthrough of tax return
  • One check-in call with early access to scheduling
  • One Tax Planning Session
  • Premium Tax Snapshot
  • 5 hours of additional support

Standard

  • Dedicated tax prep week with kick-off call
  • Video walkthrough of tax return
  • One check-in call
  • Standard Tax Snapshot
  • 3 hours of additional support

Basic

  • Business-only preparation of Schedule C, 1120, 1120S, or 1065
  • Delivery of K-1 to applicable parties
  • Video walkthrough of tax return

Our Clients

I can finally trust my numbers.

My confidence in my business financials has grown! I’ve learned that I’m not the right person for the bookkeeping job and Kickstart has it all under control. They have taken such a load off my shoulders since I’ve started using their services. They work with you as a teammate and are always willing to explain things, help you understand better, and point you to the right resources to help.

Sarah A., Salon Echo

I can stay on top of our financial health and make proactive adjustments when needed.

Incoporating in 2022 brought significant tax benefits and allowed us to invest more in marketing and promotion–efforts that have truly paid off. It also gave us the confidence to start outsourcing other aspects of our operations to trusted professionals, helping us protect our time as leaders and focus on the bigger picture.

Ho & Lacy Architecture

It all starts with HELLO

FAQs

Commonly Asked Questions

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Is there an application process? How do I apply?

There is an application process, not all applicants will be chosen to be clients. In order to best serve clients, and make sure we are working with clients that will work effectively with our team,  we will review applicants individually.

Do you offer bookkeeping services?

We only handle tax filing, but our sister company, Kickstart Accounting, Inc., can take care of all your bookkeeping needs!

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How do I know if I'm not a good fit?

Not all business owners like to set up a specific time to dedicate to their taxes. We get it;  this topic is difficult. If you are not ready or able to set aside time to dedicate to answering questions, providing requested documents, and reviewing,  our services are not the right fit for you.

What happens if I book a time and cannot make it?

Unfortunately, if you are not able to honor our previously committed time, we will ask for your to file an extension and re-book at time post-tax season.