Business Owners Doing $1M+ Per Year

If You Own A Profitable Business Doing $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

Messy books are fine: our bookkeeping team brings them current, and every change we make is documented to hold up.

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Proven Results

What Clients Say About Working With Purvi

“I am the owner of a small landscape business... Purvi helped me catch up and clean up on my finance and taken those burdens off my shoulders... now I can concentrate on building my business again.”
BBenjaminBalance Your Books client
“Purvi has cleaned up our books and has helped us organize and mainstream our accounting process. She makes herself available and has been a valuable part of our team.”
CHCarla HightowerGoogle review via Thumbtack, Balance Your Books
“Purvi has been a great professional to work with. She is very technically skilled, organized and very professional plus it is enjoyable to work with her. I would highly recommend her for your bookkeeping needs.”
JBJennifer B.Thumbtack review, Balance Your Books
“I have been a client of Balance Your Books for over a year and I am very happy. They have cleaned up the mess I had going on and always so patient with me.”
SStacyBalance Your Books client
“Wonderful help with getting out numbers in order. Even though it's a mess she didn't hesitate at taking on this project. Thank you!”
GHGabriela H.Thumbtack review, Balance Your Books

Is This You?

Who Is This For?

Who This Is For:

  • Your business does $1M or more a year in revenue, and it's profitable.
  • Your preparer files an accurate return every spring, but nobody plans the year with you before it closes.
  • Your tax bill keeps catching you off guard, and it's become one of the biggest costs in the business.
  • You're still running the entity and owner's salary you picked back when the company was small.
  • Your books are a few months behind, or nobody reconciles them every month.
  • You want the planning, the books and both returns handled by one team, so you can keep running the company.

This Is Not For:

  • W-2 employees who don't own a business.
  • Businesses doing under $1M a year.
  • Owners who only want a return filed once a year with no planning.
  • Anyone looking for shortcuts or write-offs with no records behind them. Every change we make is documented.
  • Owners who'd rather wait until April to think about this year's taxes.

Real Clients · Real Outcomes

What We've Delivered

Two results Purvi has shared from her own client work.

DoctorReal client
$150,000
a year in taxes, down from about $500,000
$500,000 a year beforeAbout $150,000 after

One of Purvi's clients, a doctor, was paying about $500,000 a year in taxes when he came to her. Once the right strategy was in place, his bill dropped to about $150,000.

Doctor, Tax Strategies USA client
Tax planning clientThe next year
$52,000
saved in taxes the next year
Added tax planningSaved the following year

This client added the Tax Strategies USA tax planning service and told us it saved them $52,000 the next year.

Tax Strategies USA client

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how Purvi and her team take your tax bill down, from your books to the filed return.

We Clean Up Your Books

Through our sister company, Balance Your Books, we bring your records current whether they're 3 months or more than 3 years behind, and reconcile every account to your statements.

We Close Your Books Monthly

We keep your books clean every month and hand you a Profit and Loss, Balance Sheet and Cash Flow statement, so your tax plan is built on real numbers.

We Find Where You're Overpaying

Purvi goes through your financials and this year's numbers and picks the changes that fit you: your entity, your salary as the owner, a retirement plan and the deductions you're missing.

We Make The Changes

We put those changes in place before December 31st, from your entity setup to how you split salary and distributions, and we keep the paperwork behind every change so it holds up.

We File Both Returns

We prepare your business return and your personal return with every planned saving counted, so the number you sign is the one we planned together.

We Stay On It All Year

We run quarterly projections, watch for tax law changes and adjust your plan, and if an IRS letter ever shows up, we help you respond.

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On The Record

Does It Actually Work?

“
For the first time ever, I feel confident that my taxes were done right.
C
Client
Quoted on taxstrategiesusa.com
“
The team helped us save money by catching expenses we weren't tracking properly.
C
Client
Quoted on taxstrategiesusa.com
“
I've never had a tax preparer explain things so clearly.
C
Client
Quoted on taxstrategiesusa.com

Still On The Fence?

Frequently Asked Questions

Is this actually legal?+
Yes. Picking the right entity, paying yourself a sensible salary, opening a retirement plan and deducting what you genuinely spend to run the business are the tax rules working the way they were written. Owners get into trouble with shortcuts, like a write-off with no record behind it. Every change we make for you is written down, with the records to back it up.
Can you handle both my business and personal returns?+
Yes. We prepare both, the company's return and your own, with every saving we planned counted on them. You're not handing your numbers to a stranger in April who has never seen them.
My books are behind. Can we still do this?+
Yes. Books that are behind are often part of why the bill is too high, because untracked expenses mean missed deductions. Our sister company, Balance Your Books, brings records current whether they're 3 months or more than 3 years behind, then keeps them clean every month.
Is it too late to do anything for this year?+
No, but the calendar matters. Almost every change that lowers your 2026 bill has to be done before December 31st, and some take a little lead time, like adjusting payroll or opening a retirement plan. The savings show up on the return you file next spring.
How does the guarantee work?+
If your business doesn't save at least $100K in taxes this year, you don't pay. Purvi walks you through the exact terms on the call, before you sign anything.
What does it cost?+
Every business is different, so the fee isn't published. Purvi quotes it up front on the strategy call, so you know the number before you decide.
What if the IRS sends me a letter?+
We help you respond, so you're never facing it by yourself. And because every change is documented when we make it, the records are already there.
Why do you only take 5 clients a month?+
Purvi caps new clients at 5 a month so every business gets real attention instead of a rushed return in April. That also means the openings left before year end are limited.
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One Last Step

Want To See How Much Tax Your Business Could Stop Paying?

On the strategy call, Purvi asks about your revenue, your entity, how you pay yourself and last year's tax bill. Then she shows you where you're likely overpaying and what's still fixable before December 31st.

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Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.