Work with a dedicated tax planning advisor who knows ecommerce so you’re not leaving money on the table every year.
Business & Personal Taxes
Here’s what we hear from sellers every week:
That’s the gap a dedicated tax planning advisor fills — and it’s what EcomBalance’s Tax Planning Service is built for.
EcomBalance’s Tax Planning Service pairs you with an experienced US tax planning advisor who gets to know your business and helps you make smarter moves — all year, not just at tax time.
We review your financials and identify tax-saving opportunities specific to your
ecommerce business and personal taxes — before the deadline, not after.
We understand COGS, inventory, multi-channel revenue, home office deductions, Section 179, Qualified Business Income, and more — because we’ve been ecommerce sellers ourselves.
Optional bookkeeping and tax planning
together. When your books are clean (by the
15th every month), your tax advisor has what
they need to plan ahead — reach out for bookkeeping pricing.
We reach out. We flag opportunities. We don’t wait for you to ask the right question —
because most sellers don’t know what they
don’t know. For both personal and business tax planning.
Starts at (one-time payment)
or
From onboarding to proactive check-ins, your US tax advisor helps you build a smarter tax plan for your ecommerce business and personal taxes.
Choose your payment option and complete a short onboarding form so we can learn about your US business, platforms, and current tax situation. Note: only available for US businesses with owners located in the US.
You’ll be introduced to our dedicated advisor who specializes in ecommerce tax strategy. They’ll review your financials and start identifying opportunities right away.
We monitor your situation, flag deductions and timing opportunities, and check in regularly. Your second advisory call is scheduled mid-year to review progress and adjust as needed.
Important: We don’t guarantee any tax savings results.
Amazon Seller | 7-Figure Brand
“Cindy Smith has given me a tremendous amount of relief by taking over our business accounting. She is an expert in her field. I never have to worry. I have complete faith and trust in her. She always does an excellent job. She always responds quickly to my questions no matter how small or silly. She is dependable and trustworthy. ”
Shopify Brand Owner | 6-Figure Brand
“Cindy and the eCommerce Accounting team have been outstanding to work with. As our business has grown, one of my greatest challenges (and pain points) was trying to stay on top of bookkeeping, taxes, tax laws, etc. Working with Cindy and her team has been one of the best investments I have made in my business. They not only help us keep our numbers in order, but also serve as a trusted advisor for my many questions.”
Multi-Channel Seller | DTC Brand
Helped a client change their entity structure
→ Saved over $20K in first year
→ Estimated to save approximately $30K-$50K per year ongoing
Tax Planning Services
Helped a client optimize their QBID situation
→ Saved over $53K per year
Tax Planning Services
Recommended changes to a client in how they were handling transactions
related to a rental property
→ Saved $16K per year
Tax Planning Services
Assisted a client in properly structuring hiring their child, ensuring full compliance
with IRS and state rules
→ Saved $4k per year
Tax Planning Services
Helped clients properly structure home office deductions
→ Typically saving $1K-$2K per year
Tax Planning Services
Helped clients choose retirement plans appropriate for their situation
→ Saved one client $15K per year
→ Saved a small business owner $4.2K per year
Tax Planning Services
Helped clients optimize state-level PTET elections.:
→ Saving one client $4.6K per year
→ Saving another client $8K per year
Tax Planning Services
Identified depreciation opportunities for a client
→ Saved over $10,000 in one year
Tax Planning Services
Helped a client gather documentation to increase basis before sale
→ Reduced gains and saved over $40,000 in taxes
Tax Planning Services
We don’t just understand ecommerce. We’ve lived it. That’s
why we teamed up with Cindy Smith, a proven CPA with 25+ years experience, to offer US tax planning services built around the deductions, timing strategies, and financial structures that actually apply to online sellers — not generic small business advice.
$25M+ Amazon sales experience
Built specifically for online sellers
Tax planning grounded in real operations
You get year-round tax planning strategy tailored to your ecommerce business, 2 advisory calls with your dedicated tax planning advisor per year, and proactive outreach when opportunities arise. You also have the option to purchase additional advisory calls if you want more time with your advisor. Note: This service is only for US based businesses and founders.
It helps, but it’s not required. Your tax planning advisor will review your financials regardless of who does your bookkeeping. That said, clients with EcomBalance bookkeeping get the most benefit because our team has full visibility into your numbers. You also qualify for discounts when you sign up as a bookkeeping client and tax planning client. There’s also the option to use EcomBalance Tax to file your US income taxes.
As soon as you complete onboarding. We’ll introduce you to your tax planning advisor and schedule your first call within a few business days of sign-up.
Yes. You can book a free discovery call with our team and we’ll help you understand whether the Tax Planning Service makes sense for your current situation. No pressure, no hard sell.
We offer all of the above and can help you bundle them all together at a discounted rate so it’s all under one roof. Simply book a call with our team to walk through the details and get a custom pricing quote.
We don’t currently offer tax planning or tax income filing services to businesses and founders outside of the US. However, we have an amazing network of trusted CPAs that cater to non-US businesses that we can introduce you to. Book a phone call and we’ll make the intro.
In special circumstances, we’ll offer specific tax planning services a la cart and provide you with a custom price based on your needs. If this sounds like you, book a call and we’ll talk through your situation then get you a price for what you need.
Every year you go without a proactive US tax plan is a year you’re likely overpaying. Let EcomBalance’s US tax planning advisors build a strategy that actually fits how your ecommerce business and personal taxes work.
Book a 15-minute call with Keanu to learn more & ask questions. No credit card, no lock-in. Exclusive discounts available. Just ask!
