The Tax Place: Year-round bookkeeping & personal and business tax

No more year-end surprises—get your overdue books caught up, taxes filed on time, and access to year-round advisory services. We’ll work directly with you for a smooth tax season and beyond.

Year-round tax support
Tax time stress isn’t limited to tax season. That’s why we offer year-round tax advisory services. Our Tax Advisors are on hand for all your tax planning needs, and we’ll make a custom tax plan that works for your business.

See the big picture
You’ll receive a Year End Financial Package that contains everything we need to file—and gives you a year-in-review snapshot of your business.

Get filed, fast
When your taxes are ready to be filed, we’ll handle all the details. Your tax team works in tandem to get you organized and filed on time, every time.

Bench: Your business an all-in-one bookkeeping, banking, tax, and advisory solution.

With Bench, you don’t have to run your business alone. We pair you with a team of small business experts who know your books and support you every step of the way. We take care of your bookkeeping, tax prep, and accounting by seamlessly linking to your existing bank accounts and financial service providers. (without the costly CPA price tag).

Unlike DIY software, there’s zero learning curve with Bench. We’ve designed our app for busy small business owners, combining all the info you need to make smart decisions in a beautiful, simple and accessible platform. That means fast, accurate, up-to-date reports and financial statements, with no need to hop between apps.

And if you need extra help from a small business expert, we’ve got that covered too. Your Bench Tax Advisors are on deck year-round for tax planning. Or, let our Client Research Team tackle complex business questions. Are you considering switching corporate structures? Unsure about your sales tax obligations? We’re here to help, and we’ll provide informed, actionable advice to support you and your small business.