TAXES ON AUTOPILOT

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TAXES ON AUTOPILOT ✹

Year-round tax preparation and planning for service providers who want their taxes fully handled.

Imagine taxes feeling effortless.

When you’re self-employed, taxes can feel like a never-ending list of deadlines, forms, and confusing rules.

Between surprise tax bills, unclear estimated payment requirements, and the fear of IRS notices landing in your inbox, taxes often feel stressful and out of control.

But it doesn’t have to be that way.

We designed TAXES ON AUTOPILOT to take taxes off your plate completely – so you can stay focused on serving your clients, growing your business, and living your life with confidence.

TAXES ON AUTOPILOT IS FOR YOU IF YOUR BUSINESS PROVIDES SERVICES.

We provide year-round tax preparation and planning for the following entities, of all sizes and revenue:

Sole Proprietor /
Single Member LLC

LLC taxed
as S Corp

Multi-Member LLC
(Taxed as S Corp)

Multi-Member LLC
(Taxed as Partnership)

WE’RE THE RIGHT FIT IF YOU’RE
LOOKING FOR:

  • Taxes fully handled by professionals who understand your business

  • Accurate and compliant returns filed on time, every time

  • Proactive estimated tax payment reminders so you never miss a deadline

  • Year-round guidance on tax-saving strategies to keep more of what you earn

  • Clear, approachable communication that makes taxes feel simple

HERE’S EVERYTHING THAT’S INCLUDED:

  • A tax compliance review when you onboard with us, so you understand which taxes your business should be paying and how to make sure you never miss a payment or deadline again

  • Comprehensive tax preparation for federal and state returns, including business and personal filings for owners of pass-through entities

  • Year-round estimated tax payment calculations and reminders to keep you compliant and penalty-free

  • An annual tax planning session to ensure you’re taking advantage of every deduction, credit, and tax-saving opportunity

  • A detailed review of your financials and tax documents to file accurately and strategically

  • IRS and state notice response support for any tax return we prepare

  • Secure document collection, storage, and communication via our encrypted client portal

  • Seamless integration with your People First Finance bookkeeping team to keep your books and taxes aligned and audit-ready

  • “I highly recommend People First Finance to help manage your bookkeeping, tax planning, and financial advising. People First Finance is a high quality and reasonably priced agency that has a very personable and wonderful team that is quick to respond to your needs while also delivering a top notch service. I have had a great experience with People First Finance and hope to continue working with them for years to come. People First Finance is helping our company stay healthy and in successful operation.”

    TONY J. | PHOTOGRAPHER

  • I've had PFF as my virtual CFO team for the last 2 years. The staff have been exceptional at keeping my books clear and concise, as well as giving me strategy and tax support. I feel I am in good hands with Luisa and her team. Anyone I show my P&Ls to are super impressed by the work, and they are continuing to support me as I expand my business. I am super grateful to have a team who are PEOPLE, who extend kindness & flexibility & active listening rather than someone who just does my books. Highly recommended!”

    LINDSAY T. | PLAY SPACE OWNER

  • “As a small business owner, I struggled for years to find someone to help me with my financial affairs that I liked and that I could trust. If you're serious about getting your finances in order, I can't recommend People First Finance enough. Luisa and her team are knowledgeable, responsible, and committed. Call them, call them, call them today. They've made a world of difference to my day to day and my bottom line. One of the best business decisions I ever made was to hire PFF. Do it!”

    ERIC R. | DESIGN AGENCY OWNER

Frequently Asked Questions

  • We use IRS-approved professional tax preparation software and integrate seamlessly with QuickBooks Online.

  • We handle your State and Federal income tax filings. We can provide the accurate financial data you need - on demand - for any additional tax filings your business requires.

  • Yes. Strategic tax planning is included to ensure you’re maximizing deductions and making smart decisions all year long.

  • Our Tax Services are designed for Better Bookkeeping clients, because having tax-ready books ensures accuracy and reduces prep time and cost. Book a call to discuss our Better Bookkeeping services.

  • We specialize in service-based businesses, including creative agencies, consultants, coaches, digital marketers, health and wellness providers, and business service professionals.

  • Your dedicated and licensed tax professional, with additional support from our Agency Manager, will guide you through every step.

  • We onboard new tax clients on a rolling basis. Book your call to discuss the timeline that works best for your business needs.

BOOK YOUR CALL TODAY!