Year-Round Tax Planning Made Simple
Stop stressing every April — stay tax-ready all year long with Affinity Accounting & Tax.
Our Tax Planning Packages turn once-a-year tax prep into a proactive, year-round partnership. Whether you’re a individual tax filer, freelancer, or small business owner we help you minimize taxes, stay compliant, and make smarter financial decisions — before tax season hits.
Why Year-Round Tax Planning Matters
Most people only think about taxes once a year — when it’s already too late to make big changes.
But with proactive, ongoing planning, you can:
📉 Reduce your tax bill
📅 Avoid surprises
💰 Maximize profits
🧾 Stay organized
Choose Your Tax Planning Subscription
$49/mo
Affinity Tax Advantage Plan
Best for: Individual Tax Planning
Includes:
- Monthly tax tips
- Quarterly checklists
- Year-round guidance — get answers when you need them
- Annual mini tax review
- 10% discount on tax prep
✅
Perfect for individuals who want ongoing guidance and clarity year-round without paying hourly rates.
$149mo
Affinity Tax Strategy Plan
Best for:
Freelancers, LLC owners, and self-employed professionals with growing income
Includes:
- 2 strategic planning sessions per year
- Quarterly estimated tax reminders
- Secure portal for tax document storage
- PLUS Everything in the Affinity Tax Advantage Plan
✅ Ideal for small business owners who need hands-on tax strategy — not just general advice. Includes two dedicated planning sessions per year.
Package Disclaimer
Neither bookkeeping or tax preparation services are not included but may be bundled. Subscriptions are billed monthly or annually and may be canceled with 30 days’ notice after initial 3 month term. Autopay is required. Does not constitute as legal advice.
