Strategic Tax Planning

Maximize savings, minimize liabilities, and achieve peace of mind with Gnesist’s Strategic Tax Planning services. We provide a proactive, personalized approach to tax planning that goes beyond basic preparation. Strategic tax planning means analyzing your finances year-round to legally reduce your tax burden – organizing your business and personal finances to pay only what you owe, not a dollar more.

As a Dallas-based tax planning firm with nationwide reach, Gnesist stands out as a reliable partner for small businesses, high-net-worth individuals, and startups. Our expert team stays on top of the latest IRS rules and Texas regulations, ensuring you remain compliant while taking advantage of every deduction and credit. Trust Gnesist to be the partner that helps you navigate complex tax laws and secure your financial future!

Tax Planning Comparison Chart

Transparent pricing for individuals & businesses.

Individual Essential
$200 /mo
Business Premium
$375 /mo
Business Gold
$425 /mo

Individual Tax Return Prep (Form 1040, MFJ)

Business Entity Tax Return Prep (Form 1065, 1120, 1120S)

Pro-Active Household Tax Planning, Tax Projection Worksheets

Pro-Active Business Entity Tax Planning, PTET Calcs, SALT Workaround

Business Annual Reports for Each Required State

$275/state + state fees

$275/state + state fees

Review Meeting

Twice a year

Twice a year

Quarterly

Tax Resolution, Audit Defense

+ $250/mo

+ $250/mo

+ $250/mo

Select Essential
Select Premium
Select Gold
Privacy Assurance

Your data privacy is
our top priority

Rest assured with our stringent security measures prioritizing your data.

  • Encrypted transmission
  • Dedicated support
  • Secure payments
  • Security audits
How it works

Easy process to find your ideal plan

Streamlined steps to navigate and discover your perfect bookkeeping plan effortlessly.

Pick a plan

Go through the summaries for each of your options, taking note of which ones check the boxes of your needs. Select the one that best fits your needs by clicking on the “Add to cart” button.

STEP 1

Make a Payment

After selecting a plan, you will be taken to a secure checkout page. Once the payment process is completed, an email will be sent to you in order to set up an account

STEP 2

Complete a Short Form

After payment, you will be redirected to a short form in order to collect essential information needed to file their taxes, such as personal details, income information, and any deductions or credits.

STEP 3

Stress-Free Tax Service Awaits

managing your finances is as easy as pie. Let us handle the numbers while you focus on what you do best – running your business.

Super Fast Onboarding

Our streamlined process ensures you’re up and running in no time, so you can focus on what really matters