Get your taxes done right with a dedicated tax professional who understands small business income and home-based operations.
Choose the plan that fits your needs and complete a guided intake about your business and household finances.
You’ll have a 45-minute video call with a dedicated tax professional to review your situation, answer questions, and confirm your filing approach.
We prepare and file your individual federal and state tax returns, including Schedule C for your business.
Ask questions any time about your tax return through unlimited messaging. Quarterly estimates are included so you know what to expect throughout the year.
Choose the plan that fits your needs and complete a guided intake about your business and household finances.
Don’t have small business expertise
Limited context on your broader finances
Primarily focused on year-end filing, not planning ahead
Little support once taxes are submitted
Backed by world-class fintech execs and founders from
Upgrade to include an advisor who helps you make the right financial decisions—for your business and your personal finances.
For some small business owners, filing taxes is just the starting point. Questions come up all year long, and guessing can be costly. With the upgraded plan, you work 1:1 with an advisor who helps you think through real decisions using your actual situation, not generic rules of thumb.
Identify tax optimization strategies and entity-level savings so you keep more of what you earn.
Evaluate LLC vs. S Corp using your real income, estimated savings, and the true cost of payroll.
Set a clear pay strategy for yourself and a simple system for quarterly tax estimates.
Decide how and when to take distributions and how much to retain in the business.
Understand retirement options and how they fit alongside your business income.
Make informed tradeoffs between paying down debt, saving, and reinvesting.
Everything you need to stay compliant and maximize deductions
45-min video call with a Tax Professional
Quarterly tax estimates
Individual Federal and State tax filing (includes Schedule C)
Unlimited ongoing message support about your tax return
Add business entity returns or extra forms for a fee
billed annually
Ongoing tax and financial guidance for running a home-based child care program
Everything in Tax Prep & Filing
Unlimited video calls and messaging with your advisor
Guidance on taxes, business structure, and paying yourself
Support for retirement planning and uneven income
billed quarterly. Total $2,304/yr
Comprehensive tax and advisory support for center-based child care programs
Everything in Tax Prep & Filing
Business, federal, and state tax filing
S Corp tax election, if applicable
Strategic guidance on owner compensation, tax planning, and scaling your program
billed quarterly. Total $4,296/yr
You’ll receive a 45-minute video call with a tax professional, quarterly tax estimates, and preparation and filing of your individual federal and state tax returns, including Schedule C. You also get unlimited messaging support about your tax return.
We work with thousands of small business owners and understand the tax considerations that come with home-based businesses and self-employment income.
We’re a tax-focused firm, so we don’t manage ongoing bookkeeping. We’ve made a deliberate choice to focus on taxes and do them well, rather than spread across too many services and risk a poor experience during busy periods. We can provide referrals to trusted bookkeeping solutions and, through our planning program, review your setup to make sure books are structured correctly for tax purposes.
We’re great for U.S.-based small business owners who have revenue, regardless of number of employees or incorporation status. We’re not best for people who are still thinking of starting a small business, but don’t have any revenue yet (though we’re cheering you on!)
Yes. If you’re not satisfied, you can request a full refund within 30 days by emailing us at hello@wonderschool.uprise.us
Join other small business owners who want reliable tax filing with professional support.