Stop Reacting to Taxes. Start Planning for Them.
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.
Don't Wait Until Tax Season to Save on Taxes.
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 liability
📅 Avoid costly surprises
💰 Keep more of what you earn
🧾 Make smarter decisions
Why Work with an IRS-Licensed Enrolled Agent?
✔ Federally Licensed ✔ Tax Specialists ✔ Continuing Education ✔ Year-Round Guidance
Choose the Right Level of Tax Support
Affinity Advantage Memberships
$49/mo
🌿 Affinity Tax Ready
Stay informed. Stay organized.
Stay tax-ready.
Perfect for individuals who want:
✅ Monthly tax tips
✅ Tax checklists & templates
✅ Important tax reminders
✅ Mini tax review during tax season
$149/mo
💎 Affinity Tax Advantage
Designed for freelancers, high-income W-2 professionals, and self-employed professionals who want proactive tax guidance throughout the year—not just at tax time.
Includes:
✅ Personalized tax-saving strategies
✅ Year-round tax planning
✅ Quarterly tax planning check-ins
✅ Unlimited tax questions through our secure portal
✅ Guidance before major financial decisions
✅ Year-end tax projection
✅ Estimated tax payment guidance
✅ Priority access to your IRS-licensed Enrolled Agent
Membership Disclaimer
Bookkeeping and tax preparation services are not included but may be added as bundled services. Memberships are billed monthly and require a minimum three-month commitment. After the initial term, memberships may be canceled with 30 days' written notice. Autopay is required. Tax planning guidance is provided for informational purposes and does not constitute legal advice.
