Waiting around all year to figure out how much you owe Uncle Sam is a pretty bad strategy (just sayin’)—hand off your tax prep and skip the part where Spring feels like spooky season.
Get your business ready for tax season without losing your marbles in the process.
APRIL DOESN’T DESERVE SUCH A BAD RAP
MUSIC TO MY EARS →
Prepping for taxes isn’t something you want to take lightly—but it’s not something you should fear, either.
(Doing it wrong, though? That’s a horror story waiting to happen.)
While you’re doing what you do best, you don’t second-guess yourself… but with money and taxes, there’s always a little bit of
“what if I mess up?” in the back of your mind. You’d be happy to hand off your tax prep and side-step the IRS jump-scares
that feel like they’re always lurking around the corner.
Quarterly estimated payment calculations to keep you ahead of the game when it comes to paying your share
Unlimited CPA support via email & Voxer
Reporting, savings strategies, and seamless filing come together to perform a perfect pas de trois.
TAX SEASON IS OUR NUTCRACKER PERFORMANCE
WHAT YOU GET:
Annual tax preparation
TAX PREP
Pick the tax service tier that best suits your needs:
$750
One strategy call with our Lead Tax Advisor to discuss specific tax needs & questions
12 months of support
PER RETURN
tax prep PLUS+
$2,400
Quarterly payment calculations and reminders
One strategy call with an MDF CPA to discuss specific tax needs & questions
Pay in Full or $200/month
Two check-in calls with an Lead Tax Advisor per year
Custom tax reduction strategy
PREP + STRATEGY
$3,600
Pay in Full or $300/month
LET'S DO THIS →
Tax research
Tax deadline reminders
Notice responses
Intended for complex accounts (multiple entities, partnership or C-Corp tax returns, investment properties, complex tax situations, etc.)
The 'Prep' Tier +
Annual tax preparation
One strategy call with our Lead Tax Advisor to discuss specific tax needs & questions
12 months of support
You’re the type who wants to do things the right way—
WORKING WITH OUR TEAM IS A DREAM COME TRUE IF…
and if you’re not sure you can do that yourself, you’re happy to hand things off to someone who can. Having an “expert” you can turn to for sage advice and industry insights, plus who keeps your books looking dance-recital ready? Cue the Sound of Music, because these are a few of your favorite things!
Numbers don’t scare you unless they don’t make sense.
You’re down to talk money and finances, but you need to know you’re dealing in the facts—or it’ll have you all up in your feels. Having the reports you need ready to review without breaking a sweat is exactly the kind of financial security you’re looking for.
You’re muuuuccchhhh happier sticking to the stuff your clients & customers pay you for.
Being CEO comes with a lot of responsibility—and you hate when that keeps you from the parts of your job you truly love. You’re the type who’s happiest when working in your zone of genius, so getting your books off your plate just makes sense!
You’re not afraid to put your money where your mouth is.
We’ve had multiple clients tell us they’re floored at how much a savvy bookkeeper has helped them to flourish and grow their profits. Let’s face it, finances are the heartbeat of any business. When money is handled emotionally or without careful review, it can lead to major headaches. Solving that with regular money maintenance may not be the sexiest spend in your monthly charges, but it supports your longevity and financial health.
You’re the type who wants to do things the right way—
WORKING WITH OUR TEAM IS A DREAM COME TRUE IF…
and if you’re not sure you can do that yourself, you’re happy to hand things off to someone who can. Having an “expert” you can turn to for sage advice and industry insights, plus who keeps your books looking dance-recital ready? Cue the Sound of Music, because these are a few of your favorite things!
Numbers don’t scare you unless they don’t make sense.
You’re down to talk money and finances, but you need to know you’re dealing in the facts—or it’ll have you all up in your feels. Having the reports you need ready to review without breaking a sweat is exactly the kind of financial security you’re looking for.
You’re muuuuccchhhh happier sticking to the stuff your clients & customers pay you for.
Being CEO comes with a lot of responsibility—and you hate when that keeps you from the parts of your job you truly love. You’re the type who’s happiest when working in your zone of genius, so getting your books off your plate just makes sense!
You’re not afraid to put your money where your mouth is.
We’ve had multiple clients tell us they’re floored at how much a savvy bookkeeper has helped them to flourish and grow their profits. Let’s face it, finances are the heartbeat of any business. When money is handled emotionally or without careful review, it can lead to major headaches. Solving that with regular money maintenance may not be the sexiest spend in your monthly charges, but it supports your longevity and financial health.
sara NOEL, BTL COPY
Madison's client experience is unmatched - completely eclipsed any other service provider I've worked with in the past.
If you're thinking about hiring a bookkeeper, there is absolutely zero reason to consider working with anyone other than Madison and her team. Madison is the kindest soul, the most supportive person, and, most importantly, the BEST, most knowledgeable bookkeeper to help you with your finances (and your financial security, and your mental load, and your overall mood in general, because she is such a light).
court & abbey, duo collective
We had been doing everything ourselves and it was beyond stressful.
We felt confused and unsure if we were doing it "right" and then were worried of any repercussions come tax season if something was managed correctly. The upkeep of tracking expenses and categorizing things was overwhelming. Now we know with certainty that Madison and her team are managing everything we need. The best part is, they don't just manage our books, they truly care about our business and growth.
TORI SPRANKEL, Eldest Daughter
From day one, Madison and her team made me feel like I was their only client.
I was dreading a move from Quickbooks to Xero, but I knew it had to be done. Madison and Whitney took my books and ran, while Taylor handled all our business and personal taxes. We never worried if something wouldn't be filed or if an important detail would be missed. These girls are on top of it, and are saving me hours of being lost and overwhelmed in my books.
Bernel Westbrook
Working with Madison Dearly Financial has been one of the best investments I've made in my business.
I knew I was making money but often felt like I was unsure of where every dollar was going or even how it could be spent more wisely in the business. Having Madison's in-depth knowledge at my fingertips as well as the concise easy-to-review reports each month has really helped me understand my business finances better and make necessary adjustments. My only regret is not hiring the MDF team sooner.
ashlyn carter, ashlyn writes
There is no way I would be able to manage all the parts of being a business owner and dig into the financials as deep as Madison and her team do.
I know the details are being taken care of. I am testament to the incredible gift that finding a good bookkeeping team can be to you and your small business.
