Business Owner Services
If you own a business, we take an integrated approach to your taxes since most owners pay taxes on their business income through their personal tax return. By taking your business into account, we can design an overall advantageous tax strategy.
Solopreneur Package
Ideal For: Freelancers, independent contractors, or single-owner businesses with up to $150,000 in revenue.
Services Include:
Personal and business tax preparation and filing (Schedule C)
Concierge bookkeeping (monthly or quarterly)
Quarterly financial reports
Annual tax strategy consultation
Cybersecurity best practices guidance
White-glove client support
Small Business Package
Ideal For: Small businesses with 2–10 employees and up to $500,000 in revenue.
Services Include:
Personal and business tax preparation and filing (Forms 1065, 1120-S)
Concierge bookkeeping (monthly or quarterly, in-house or outsourced)
Quarterly financial statements
Quarterly tax strategy sessions
Cybersecurity best practices guidance
White-glove client support
Established Business Package
Ideal For: Businesses with 10+ employees or $500,000+ in revenue requiring robust financial and tax strategy support.
Services Include:
Personal and business tax preparation and filing (Forms 1120, 1120-S, 1065, etc.)
Comprehensive monthly accounting (in-house or outsourced)
Monthly financial statements and cash flow analysis
Monthly tax strategy meetings
Multi-state tax compliance (if applicable)
Exit and estate tax planning
Cybersecurity best practices guidance
White-glove client support
Optional Add-On Services
Payroll Setup & Management (via Gusto)
Accounts Payable (AP) Management
Additional Business Consulting Services
The following financial planning services are included at no additional cost for business owners who engage with Echo45 Advisors for Wealth Management:
Retirement Account Establishment & Guidance: SEP IRAs, Solo 401(k)s, and employer-sponsored retirement plans
Cash Flow & Variable Income Planning: Strategies for managing income fluctuations and maximizing after-tax income
Entity Creation & Selection Assistance: Consultation on LLC, S-Corp, and C-Corp creation and setup
Comprehensive Financial Planning: Strategic planning for both personal and business financial goals
