Maximize your savings with expert tax planning and advisory
Our team of experts can help you unlock hidden tax opportunities and keep more of your hard-earned money.
Turn tax season into a breeze
Taxes don’t have to be a headache. With our Tax Planning and Advisory services, you’ll uncover hidden tax-saving opportunities and craft strategies that fit your unique business needs. We dive deep into your financials, ensuring every deduction is captured and every credit is claimed.
Our proactive approach means you’re not just reacting to tax season; you’re planning for it year-round. Whether it’s navigating complex tax codes, preparing for audits, or simply making sure you never miss a deadline, we’ve got you covered.
Tax planning & advisory, at your service
Go from a yearly scramble to a strategic advantage
Discover the advantages of having a team of financial experts on your side.
- Access customized tax strategies that fit your business and financial goals.
- Benefit from year-round tax monitoring to tap into new business opportunities.
- Receive a detailed deductions review to capture every possible tax benefit.
- Proactive audit preparations to make sure you’re ready for any scrutiny.
- Get tax law updates and always stay informed about the latest tax changes.
We are licensed to represent taxpayers in all 50 states.
Unlimited 60-Day Money-Back Guarantee
If for any reason you are not satisfied with your Tax Monitoring membership or decide the added peace of mind is not worth the cost, no problem! Just reach out to our team to request a full refund within the first 60 days of your subscription start date. No questions asked.
Choose your plan
- Annual (20% Off)
- Monthly
- Best ValueGOLD MEMBERSHIPIRS & 1 State$9900
- Monitor your IRS records monthly for any changes and will let you know of any potential audit 180 days in advance
- Up to 4 combined hours of audit representation and other supportive services included per year ($1200 value)
- Up to 1 hour of additional non-covered matters per year at no additional charge ($300 value)
- Copies of your transcripts upon request ($50 per transcript value)
- Income verification letters for lenders or other 3rd parties ($150 per letter value)
- Priority phone, email, and office access
- Telephone calls and emails returned within 24 hours
- Same-week office visits if available
- SILVER MEMBERSHIPIRS Only$7500
- Monitor your IRS records monthly for any changes and will let you know of any potential audit 180 days in advance
- Up to 2 combined hours of audit representation and other supportive services included per year ($600 value)
- Copies of your transcripts upon request ($50 per transcript value)
- Income verification letters for lenders or other 3rd parties ($150 per letter value)
- CORRESPONDENCE ONLYIRS Only$4900
- Monitor your IRS records monthly for any changes and will let you know of any potential audit 180 days in advance
- We will deal with IRS correspondence that does not include any audits for up to 2 hours per year ($600 value)
- Best ValueGOLD MEMBERSHIPIRS & 1 State$7920
- Monitor your IRS records monthly for any changes and will let you know of any potential audit 180 days in advance
- Up to 4 combined hours of audit representation and other supportive services included per year ($1200 value)
- Up to 1 hour of additional non-covered matters per year at no additional charge ($300 value)
- Copies of your transcripts upon request ($50 per transcript value)
- Income verification letters for lenders or other 3rd parties ($150 per letter value)
- Priority phone, email, and office access
- Telephone calls and emails returned within 24 hours
- Same-week office visits if available
- SILVER MEMBERSHIPIRS Only$6000
- Monitor your IRS records monthly for any changes and will let you know of any potential audit 180 days in advance
- Up to 2 combined hours of audit representation and other supportive services included per year ($600 value)
- Copies of your transcripts upon request ($50 per transcript value)
- Income verification letters for lenders or other 3rd parties ($150 per letter value)
- CORRESPONDENCE ONLYIRS Only$3920
- Monitor your IRS records monthly for any changes and will let you know of any potential audit 180 days in advance
- We will deal with IRS correspondence that does not include any audits for up to 2 hours per year ($600 value)
Stay ahead with our advanced Tax AI
Get tax answers, useful insights, and proactive solutions to keep your tax affairs in perfect order.
"Our company, Game-On Entertainment, has been fortunate enough to grow at a rapid pace. That growth has presented new challenges. We turned to Arin and his team for their guidance and expertise in order to help us stabilize and manage the financial health of Game-On. From tax preparation to financial strategies, they have become an invaluable extension of our team. We appreciate the partnership we have created with CFOmate, Inc."
Rodriguez Willy
Game-On Enternainment
“Fantastic service from Arin and the team! Loads of technical questions not only answered, but amazing solutions were provided and put into action quickly and efficiently. We had lots to change for our business and CFOmate came in on top! Would highly recommend to anyone looking for the very best.”
Alec Davis
"At CFOmate, we turn financial confusion into clarity, helping our clients navigate their path to success with confidence and ease."
John Smith
Business owner
"Our proactive approach to financial management ensures that our clients are always one step ahead, driving growth and maximizing profitability."
John Smith
Business owner
"With CFOmate by your side, you can focus on what you do best, knowing that your financial health is in expert hands."
John Smith
Business owner
Grow your business
Take the financial stress off your business’ shoulders
Let CFOmate handle your finances so you can enjoy peace of mind while focusing on growing your business.