Empower Your Financial Future

Transform your financial stress into clarity with expert solutions for peace and growth

Faithful Steward Principles

At Savoy Bookkeeping and Tax Services, our FAITHFUL STEWARD approach to financial management is inspired by Joshua 1:8. We deeply believe integrating biblical principles cultivates true prosperity and success. This foundation ensures your financial journey is guided by integrity and wisdom. By applying these values, we empower you to achieve clarity, stability, and growth. Experience the transformative power of faith-based financial management with our dedicated support, fostering a thriving business future filled with peace.

Protect yourself from surprise IRS letters — and enjoy year-round support.

Whether you face an IRS notice or just want peace of mind, our flat-fee Tax Protection Plans give you expert help, priority support, and proactive insight.

Even if you never receive a notice, you’ll still benefit from exclusive client perks.

Notice Guard Plan

Perfect for peace of mind and

notice prep guidance

Review of up to 2 IRS or state tax notices

 

Written explanation + action recommendations

 

One 30-minute consultation

 

$100 credit toward resolution

or amended return

 

BONUS: Annual IRS Transcript Check

+ Tax Health Report

 

BONUS: Digital Tax Organizer Kit for next tax season

 

BONUS: Priority tax season scheduling

 
$597
/ year

Notice + Response Plan

Ideal for clients who want expert review

and professional IRS response support

Everything in Notice Guard Plan

 

Up to 2 IRS/state response letters

 

1 basic amended return (up to $480 value)

 

Priority support within 48 hours

 

BONUS: One “Ask the EA” Strategy Call

(30 minutes)

 

BONUS: 1 Free Penalty Abatement Request

(if eligible)

 
$1,197
/ year
Most Popular

Full Audit Defense Plan

Best for business owners, landlords,

or complex returns with higher audit risk

Everything in Notice + Response Plan

 

Up to 5 IRS/state notice responses

 

Up to 2 amended returns

(individual or business)

 

Up to 5 hours of audit/collections representation

 

BONUS: One Advanced Strategy Call

(60 minutes)

 

BONUS: Ongoing Penalty Relief Requests

(as eligible)

 
$1,997
/ year

Add-On Options

Add a Business Entity – +$750/year

Covers business-level notices or amended returns (up to 2 responses or 1 return)

Add a Spouse – Included if filing jointly

Separate returns or year-specific issues may require upgrade

Add a Household Member – +$497/year

Covers up to 2 notices + 1 amended return or resolution call

IRS Account Monitoring (if not included) – +$197/year

Monthly transcript checks + alerts for balances, flags, or missing filings

Paying too much in taxes? You probably are.

Our Tax Strategy Subscriptions are designed for proactive entrepreneurs, professionals, and investors who want to keep more of what they earn — legally.

With expert guidance and personalized planning, you’ll never go into tax season blind again.

Builder Plan

For solopreneurs, freelancers,

or W-2 employees with side income

1 annual tax strategy session (60 min)

 

Quarterly tax projection &

estimated payment plan

 

IRS transcript check + account review (annually)

 

Tax savings checklist customized

to your situation

 

Email support (2–3 business day response)

 

Priority tax season scheduling

 

Access to client portal + document storage

 

💰 Annual Value: $3,500+

 
$297
/ year

Growth Plan

For growing businesses, S Corps, landlords,

or self-employed professionals

Everything in Builder Plan

 

Monthly 30-min strategy check-in

 

Entity structure review

(with recommendations)

 

Quarterly tax payment tracker & reminders

 

Real-time Q&A portal (2-day turnaround)

 

1 amended return per year (if needed)

 

Exclusive client-only training invites (tax law, write-offs, etc.)

 

💰 Annual Value: $7,100+

 
$597
/ year
Most Popular

Full Audit Defense Plan

Best for business owners, landlords, or complex returns with higher audit risk.

Everything in Growth Plan

 

Unlimited strategy sessions (up to 2/month)

 

Multi-entity tax planning & optimization

 

Business exit, trust, or legacy plan review (annually)

 

2 amended returns per year

 

Annual tax prep included (business + personal)

 

Direct text or phone access (VIP response within 24 hours)

 

💰 Annual Value: $12,000–$15,000

 
$997
/ year

Add-On Options

Add a Household Member – +$397/year

Includes transcript check + 1 strategy call for spouse, parent, or adult child

Add an Entity – +$697/year

Covers quarterly strategy for an additional business or investment property

One-Time Deep Dive Session (Non-Members) – $497 flat

Standalone 60-min strategy session for non-subscribers or new clients

Awarded Support

Discover Our Compassionate Approach

Explore the journey of transforming financial chaos into clarity with our expert guidance and support

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Bookkeeping & Tax Services, LLC

Transforming Tax Chaos Into Clarity and Confidence

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