The tax suite
Walk into tax season already organized.
A year-round organizer for small businesses and the self-employed, and a way to find a tax professional who fits.
Take the tax readiness checkSee what is inside
For small businesses and the self-employedFor tax professionals and bookkeepers
What is inside
Tax organizer
Income, expenses and documents sorted as the year goes.
Quarterly estimates
Due dates and a worksheet for estimated payments.
Invoices and receipts
Bill clients and keep the paper trail in one place.
Accounts and books
A simple ledger your preparer can read.
Capital and investments
Basis, gains and the forms that follow.
Find a tax pro
Matched by entity type, state and complexity.
The TaxSuite family
How ready are you for filing?
Four questions. Takes a minute.
Find a tax professional
Tell us what you need and where. We match you with a vetted provider and follow up by email.
- CPAs
- Enrolled agents
- Bookkeepers
- Small-business specialists
- Real estate investors
- Multi-state filers
Pricing
Free sign-up
$0
- The tax readiness check
- Every module, with free starting limits
- Monthly briefing by email
Pay as you go
Usage no subscription
- Organizer export
- Document request
- Matched filer
You pay only for what you use. Usage billing opens after sign-up.
Partner
By application
- Listed in the TaxSuite directory
- Qualified leads routed to you
- Co-marketing across the suite network
Sign up free
For small businesses and the self-employed and tax professionals and bookkeepers. No card needed. Tell us about your work and we will reply with access details.
Guides
What to keep, and for how long
Sent in the monthly briefing.
Estimated taxes for the newly self-employed
Sent in the monthly briefing.
Questions to ask before you hire a preparer
Sent in the monthly briefing.
The TaxSuite briefing
One email a month: new guides, tool updates and what changed in tax.
Partner with TaxSuite
Providers, vendors and sponsors: get listed, receive matched inquiries, and reach the whole suite network.