Empowering your Business. Investing in your Future.

More than bookkeeping, more than tax. A growth partner for you and your business.

Business Tax and Accounting Services

How can Egret help your business?

At Egret Tax & Accounting we specialize in preparing the books and taxes for self-employed people, businesses, and owners.

The truth is that Anyone can call themselves a bookkeeper, but very few make the effort to understand the your unique needs and business. Most CPAs outsource your files to junior staff, and most tax preparers are looking in the rearview mirror, filing for what happened last year without a single thought for how to improve your next year.

The Egret Difference:

At Egret, we work personally with you to organize your books, advise you regarding your business finances, and ensure you do not pay a single penny more in taxes then legally required. We achieve this by providing a year-round service and become a one stop shop for your tax and accounting needs. We've eliminated the "once-a-year" scramble. By focusing exclusively on business owners and the self-employed, we provide a proactive partnership that bridges the gap between your daily books and your long-term goals.

By focusing exclusively on business owners and the self-employed, we provide a proactive partnership that bridges the gap between your daily books and your long-term goals.

Our principles

No More Messy Books

When we do your books and your taxes, nothing is lost in translation. We study your business and spot deductions proactively year-round that others miss in April ensuring that you never overpay on your taxes. Additionally we help you set aside enough money for taxes and other bills to prevent bad news surprises.

Advisory and Accuracy

Accuracy is our bare minimum; helping you grow is our goal. We don't just put numbers in boxes; we work with you to understand your goals and situation; we tell you what those numbers mean for your cash flow, your hiring power, and your financial position. Every decision is meaningful and can bring a better outcome for you.

Personal Attention

At Egret we work with you personally. Our staff is entirely US based, we never outsource. You will be paired with your dedicated accountant to discuss your goals and needs. Your accountant will prepare your tax return and books. To ensure your lead accountant can give the personal attention you deserve, our specialized internal team provides vital support for onboarding, admin, and data entry in order to save time.

How does our service work?

Our Pricing

You pay a flat monthly fee.

All services include the following:

Active bookkeeping.
QuickBooks Online Subscription.
Tax preparation for the business and the owner.
Personalized Tax planning.

Who is this for?

This service is specifically tailored to businesses that want:

A personal advice.
Active insight and advisory.
A long term relationship.
The ability to have access to an expert year round.
Accurate records not guesswork.

Onboarding

Our onboarding is simple.

You schedule a consultation with an accountant to learn about your needs.
Your accountant will advise you on the best service tier for your needs.
We setup or take over your current books and develop a workflow for communication and to share data.
We gather prior tax returns and analyze them for improvements.
You share any questions or concerns that you would like addressed.

Our Packages

Solo-Pros

Get Organized Stay Grounded

Stop the "box of receipts" stress. We provide a steady foundation for your small businesses that need professional books without the big price tag.

Includes:

QB + Setup
Monthly bookkeeping
Estimated Tax Planning
Business/Owner Taxes
Tax planning
Audit Shield
Secure document storage

Peace of Mind for a low price.

This plan is best for:

Realtors
Beauty
Private Drivers
Home Service Pros.
E-commerce sales
Growing side hustles

Investment: $119/m

I. Foundational Stage

The Essential Package for New and Growing Businesses

Ideal for startups, new LLCs/Corps, and small service-based businesses. This tier bridges the gap between being a "one-person show" and a fully operational employer.

Includes:

QBO + Setup
Business/Owner Taxes
Audit Shield
Monthly bookkeeping
In house Payroll
SOS Compliance
Tax planning

Special Features

IRS/State Corresponce
Tailored Financial Reports
Business Tax Advisory

Your first back office for your business.

Investment Starting At: $269/m

II. Growth Stage

Advanced Insight for Established Businesses

Designed for businesses generating $120k to $750k. At this stage, you need more than just "books." You need actionable insights to protect your profit margins.

Includes:

QBO + Setup
Business/Owner Taxes
IRS/State compliance
Monthly bookkeeping
In house Payroll
SOS Compliance
Tax planning

Special Features

Monthly controller review.
A/P and A/R team.
KPI Tracking
Budgeting

A part time director helping you to scale efficiently.

Investment Starting At: $649/m

III. Expansion Stage

Premium Controller & Tax Strategy Services

Our elite offering for high-revenue businesses ($750k – $1.5M+). This provides the comprehensive financial oversight of a full-scale accounting department.

Includes: