Decisions before they are final
Discuss the potential tax implications of important business decisions with your CFO and Figures' in-house EAs and CPAs. Recommendations depend on your business, records, and tax situation.
Small business tax planning
Make tax decisions with your current numbers in view.
Figures connects year-round tax planning to your monthly books and dedicated CFO. When your business changes, you can discuss the tax implications while there is still time to make a decision.
Figures Foundations is $999/month. Tax-return preparation and filing are scoped separately.
- $999/month
- Figures Foundations
- Year-round
- Tax planning
- EAs and CPAs
- Supporting the plan
Why plan throughout the year?
A tax return records what happened. It cannot replace a conversation before you change how you pay yourself, make a major purchase, or respond to a more profitable quarter.
Figures brings your CFO, bookkeeping, and in-house tax specialists into the same finance team. Your planning conversations can start with current financial information rather than a year-end reconstruction.
What your tax planning covers
Estimated payments and cash needs
Review estimated-payment questions alongside your financial results and cash plans. The aim is to make upcoming obligations more visible as income changes.
The books behind the advice
Monthly bookkeeping, reconciliations, and financial reporting give the team a more current picture of the business. If earlier periods need catch-up work, Figures scopes that work separately.
One team, with clear boundaries
| Work | Figures Foundations |
|---|---|
| Dedicated CFO advisory | Included |
| Monthly bookkeeping and financial reporting | Included |
| Year-round tax planning | Included |
| In-house EAs and CPAs supporting the plan | Included |
| Tax-return preparation and filing | Separately scoped |
| Catch-up bookkeeping for earlier periods | Separately scoped |
| Accounting software | Not included |
Figures Foundations is $999/month. Higher-volume, multi-entity, or more complex needs may require a custom plan.
How the work fits together
Establish the financial picture
The team reviews the available books and the decisions ahead. If records need work before they can support planning, Figures identifies what needs to be addressed and scopes catch-up separately.
Bring tax into the decision
Your CFO works with the tax team when a business decision calls for tax input. You can consider the financial and tax implications together before choosing a course of action.
Revisit the plan as the business changes
Monthly financial work keeps the discussion connected to more current information. Changes in income, spending, or priorities can prompt a fresh look at planning and estimated-payment questions.
The monthly plan
Your CFO, books, and tax planning in one finance team.
Figures Foundations brings together dedicated CFO guidance, monthly bookkeeping and reporting, and year-round tax planning for $999/month. Tax-return preparation, filing, catch-up work, and more complex requirements are scoped separately.
Talk to an AdvisorCommon questions
What is the difference between tax planning and tax preparation?
Tax planning considers the implications of decisions during the year, while there may still be choices to make. Tax preparation uses the relevant records to prepare a return for filing. Figures Foundations includes year-round planning. Return preparation and filing are scoped separately.
Does the $999/month plan include tax-return filing?
No. Figures Foundations includes a dedicated CFO, monthly bookkeeping and reporting, and year-round tax planning. Figures can discuss return preparation and filing under a separate scope.
Who supports the tax planning?
Your dedicated CFO works with Figures' in-house Enrolled Agents and CPAs. The team considers tax questions alongside the financial information used for your ongoing CFO and bookkeeping work.
Can Figures help with estimated tax payments?
The team can provide estimated-payment guidance as part of planning. The appropriate amounts depend on your full tax situation and the information available at the time.
What if my books are behind?
Figures can assess what needs to be brought up to date. Catch-up work for prior periods is scoped separately from the monthly Foundations plan.
Can I keep my current tax preparer?
Yes. Figures can provide year-round planning and financial information while you retain a separate preparer. The roles and handoff should be clear at the start.
Is the $999/month plan right for a more complex business?
Figures Foundations covers the stated monthly services. Higher-volume, multi-entity, or more complex requirements may need a custom plan. An advisor can review the scope with you.
Bring the next tax question into the conversation sooner.
Talk with Figures about the decisions facing your business and the financial information behind them.