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TAXES ON AUTOPILOT

Year-round tax preparation and planning available exclusively to Better Bookkeeping clients with S-Corporation entities.

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

Taxes on Autopilot is available only as an add-on to Better Bookkeeping. We are not currently accepting stand-alone tax preparation engagements.

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 YOU’RE A SERVICE PROVIDER

We provide year-round tax preparation and planning for:

LLC taxed
as S Corp

Multi-Member LLC
(Taxed as S Corp)

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:

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    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

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

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

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

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

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

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

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    Seamless integration with your People First Finance Bookkeeping Team to keep your books and taxes aligned and audit-ready

INVESTMENT

$350/month plus filing fees or $4,200 plus filing fees for 12 months

Book a Call

  • “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

  • 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 seamlessly integrate with QuickBooks Online to keep your books accurate year-round—so you avoid last-minute stress, stay organized, and capture every deduction at the right time.

  • We manage your federal and state income tax filings in full. If your business requires additional filings—like sales or property taxes—we can provide accurate financial data and consultation to streamline the process.

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

  • No. Taxes on Autopilot is available exclusively to Better Bookkeeping clients with S-Corporation entities. This allows us to provide more accurate tax planning and filing support using current financial data.

  • Absolutely. We offer clean-up services that reconcile your past periods, correct inconsistencies, and fill gaps so you’re set up cleanly for accurate tax filings and truly tax-ready financials going forward.

  • While QuickBooks Online integrates most seamlessly with our workflow, we’re flexible. If you use Xero, FreshBooks, or another platform, we’ll work with your current setup or assist with migrating to QuickBooks if needed.

  • Definitely. You don’t need to already be on QuickBooks. During onboarding, we’ll help you set up QuickBooks Online or work with your preferred platform—whatever gets your financials organized and tax-ready most efficiently.

  • You’ll be guided by a dedicated, licensed tax professional, supported by our agency manager. You always have people-first, human support guiding your tax journey.

  • We onboard new clients on a rolling basis, so you can get started at a timeline that works best for your business. Book a call to secure your spot.

    • Effortless, proactive tax management—stop dreading deadlines.

    • Year-round planning and execution, not just filing season.

    • Cleaned-up, tax-ready books for accuracy and peace of mind.

    • Dedicated human support, not just automation.

    • Women-led, empathetic service that keeps your business goals and comfort front and center.

  • Schedule a discovery call to determine whether Better Bookkeeping and Taxes on Autopilot are the right fit for your business.

BOOK YOUR CALL TODAY!

Book a Call