Don’t pay a dollar more than what you owe.
We build founder-first tax strategies that align your business and personal finances, helping you reduce what you owe and free up cash to fuel your growth.
What Smart Tax Planning Powers
Taxes shouldn’t be a guessing game. Planning ahead turns them into another tool for growth.
Fewer surprises, more control
Know what’s coming before tax season hits. Plan your spending, hiring, and investments confidently with no last-minute scrambles.
More money working for you
Strategic planning helps you keep more of what you earn by identifying deductions, credits, and timing opportunities others overlook.
One plan for business and personal
Your company and personal finances are connected. We coordinate both sides so every decision supports your bigger financial picture.
What You Get With Yield Tax Planning
Custom tax plan built around your business
Every founder, entity, and growth stage is different. We build your plan from the ground up.
Quarterly forecasting and check-ins
Know your estimated taxes before they’re due. We review your numbers each quarter to adjust for growth, expenses, or new opportunities.
Real CPAs, real conversations
You’ll work directly with experienced CPAs, not support bots. They explain complex decisions in plain language.
Integrated business and personal strategy
Your company and personal finances affect each other. We plan for both so every decision supports your overall wealth.
Always compliant, never reactive
We handle filings, deadlines, and documentation on time so you can focus on building, not backtracking.
Know exactly where you stand, and stop worrying about it.
Get Started
Free yourself from payment chaos and know everything’s handled the right way.
More Ways We Support You
Tax planning is one part of a complete financial foundation.
As your business grows, Yield scales with you. You keep the same team, the same systems, and a deeper level of support at every stage.
Accounts Receivable / Accounts Payable (AP/AR)
Help with invoicing, collections, and vendor payments so your cash flow stays smooth.
Payroll
Reliable, automated payroll that keeps your team paid and compliant without adding admin work.
Tax Planning
Make sure you pay exactly what you owe, no more, no less, and keep your cash flow predictable all year.
CFO Services
Executive-level financial guidance: budgets, forecasts, and strategies to support growth.
Bookkeeping
Your financial foundation starts here. Clean, reconciled books that make every other service possible.
FAQs
Yes. Every engagement at Yield starts with bookkeeping. Clean books are the foundation for reliable tax planning and filings.
Yes. We plan and file for both your company and you as the owner so everything stays aligned.
The earlier, the better. We review your tax position quarterly so you can make smart decisions all year instead of reacting in April.
Yes. We identify credits and deductions that apply to your business and guide you through claiming them correctly.
Pricing depends on your size, complexity, and services included. You’ll always have a clear scope before we begin.
We advise on tax implications of fundraising, ownership changes, and reinvestment so you can make confident long-term decisions.
You’ll have direct access to your CPA through email or Slack. Questions are answered quickly and in plain language.
Ready to plan smarter taxes?
Get Started
Free yourself from payment chaos and know everything’s handled the right way.