Bookkeeping and tax filing, together at last
Get your bookkeeping and taxes done in one place with Bench Tax. Our experts work together to organize your books, provide unlimited tax advisory, and maximize your income tax returns so you can file with confidence
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Start today and your 2022 tax filing will be included for free
What you'll get when you upgrade your plan to include Bench Tax
Whatever stage your business is at, you’re covered with Bench Tax. We cover the tax support, prep, and filing from start to finish.
We continue to do your bookkeeping
Each month, your existing bookkeeper will continue to organize your business transactions and get to work on your books. Come year-end, they’ll compile a tidy tax package that contains everything we need to file—and give you a year-in-review snapshot of your business.
We provide year-round tax support
Tax time stress isn’t limited to tax season. That’s why we offer year-round advisory services through on-demand and unlimited tax consultations. With check-ins throughout the year, your tax team leaves no deductions behind.
We file your taxes
When you’re ready to file, your dedicated Tax Coordinator will collect all necessary documents and forms. Then your Bench Tax Advisor will facilitate the preparation, review and filing of your income tax return on time, every time.
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97% of clients using Bench Tax report being happy with their dedicated tax advisor
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Meet your all-star team
When it comes to tax filing, there’s a lot of moving pieces. Your team of experts tracks every detail for you, and works in tandem to get you organized and filed on time.
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Bookkeeper
Your bookkeeper completes your books and prepares your financials each month. Questions? Chat with your bookkeeper in the Bench platform, or book a call directly in the app.
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Tax Coordinator
Tax season can be overwhelming. That’s why your dedicated Tax Coordinator supports you through the entire process. Need help tracking down tax-related documents or info? Your Tax Coordinator is here to help.
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Bench Tax Advisor
Our Bench Tax Advisors are licensed tax professionals that facilitate the preparation of your income tax return, review it with you and then get it filed with the IRS and your state. They also provide unlimited, year-round advisory services.
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Taxfyle Tax Preparer
Our partners at Taxfyle will file your return at the end of the year. Taxfyle experts have an average of 15 years of experience. They’re also background checked, accredited, and based in the USA—giving you total peace of mind.
Start today and your 2022 tax filing will be included for free
Frequently Asked Questions
Yes! Personal federal and state income tax filings are included for sole proprietors in our Bookkeeping & Tax plan.
For S-Corps, C-Corps, and Partnerships, you can add-on personal filing for 1 partner or shareholder for just $59/mo when billed annually or $69/mo when billed monthly.
Anything and everything tax-related! Here are some examples to get you started:
The IRS just sent me a letter. What does it mean? Do I have to pay quarterly estimates? Should I incorporate my business? Should I write off mileage or get a business vehicle? What are the tax implications of my PPP loan?
Your Bench Tax Advisors are available year-round, and will answer your questions in 2 business days or less. Don’t have any burning questions? That’s okay, too! We’re still on hand to support you, and can give recommendations based on your unique business needs.
Work with the expert tax team your business deserves
Book a call with a client sales representative who will be happy to answer any questions you have about Bench Tax and confirm that it's a good fit for your business.