You run your business. We’ll handle your taxes.
At Vault Tax, we understand that taxes aren’t a seasonal occurence. Instead, they are a lifelong journey and an important part of your financial well-being. With the ever-changing laws and complexities, we like to say we’re your tax partner for life – 100% committed.
Get your Personal Tax Strategist today!
We help save our clients an average of $19,951+ annually and stop worrying about the tax and bookkeeping side of running their business.
Services
Tax Planning and Prep
Lower your business taxes with better planning. No surprises, real relationships, proactive responsiveness
Business Formation
Limited Liability Company (LLC)
Corporation
Doing Business As (DBA)
Book Keeping
Every plan comes with a dedicated bookkeeping team to handle your monthly books.
Crypto & NFT’s taxes
Vault Tax simplifies your Crypto and NFT taxes by helping you plan tax savings vis-à-vis performance changes year around. Easy Form 8949 Filing.
The Vault Process
At Vault, we’re kind of obsessed with Taxes. Why? Because tax planning combined with the way you organize your business makes a big difference on how much you pay in taxes. And for some self-employed individuals/ independent contractors forming an S Corp could lead to big tax savings.
But, most people don’t take advantage of the benefits of S Corps because the right setup takes time and money – forming an entity, creating a business bank account, setting up payroll, organizing your books and more. Vault streamlines this process using real tax experts and technology providing you with a continuous relationship that integrates personalized tax planning and accounting. Vault, makes setting up and running your S Corp simple and affordable
01 - Book a rendez-vous
Our tax strategist will evaluate your business, make sure a Vault membership is right for you and get answers to all your questions before you join. Select appropriate subscription.
02 - Register your S-Corp (if not yet done)
Vault Organizes your company for you. We’ll apply for your EIN, business license and help you open a business bank account. If you have any questions our advisors will be there to help you.
03 - Meet your personal finance team
Vault will assign you a tax strategist and bookeper who will help you set up your payroll, bookkeeping system, and file your business and personal tax returns. They will be your go-to resources for all things taxes – always available to answer your questions and advise you.
04 - Monthly Reviews
Once a month, your team will do a deep dive with you to help you close your books and reevaluate your finances. They’ll advise you on how much to pay yourself, calculate your quarterly taxes, and help you stay on track of your tax payments to potentially avoid a huge tax bill at the end of the year.
05 - Get personalized tax advice & peace of mind
With a dedicated finance team and tools built for your success, you’ll run your business confidently knowing that our tax advisors have your back, no matter what happens in your business.
How much does it cost
Class M
Pay per Return or Project
This is a non-subscription plan. Only pay for the ad hoc service requested
Class 1 (Starter)
$367/m
Monthly Expenses below $50k monthly
- 1 annual business tax return prep & filing (Federal & 1 state- 1,250/yearly value)
- Quickbooks online essentials ($50/m value)
- 1hr/ bi-monthly review
- Partial bookkeeping
- Discounted pricing on personal tax returns
- 4 hrs free tax represention
Class 2 (Pro)
$916/m
Monthly Expenses below $250k monthly
- 1 annual business tax return prep & filing (Federal & 2 state- 1,250/yearly value)
- Quickbooks online plus ($75/m value)
- One 1hr/monthly reviews
- Full bookkeeping, payroll
- 2 personal tax returns preparation and filling
- 8hrs free tax represention
Class 3 (Pro+)
$1,313/m
Monthly Expenses upto $1M monthly
- 1 annual business tax return prep & filing (Federal & 3 states- 1,550/yearly value)
- Quickbooks online plus ($90/m value)
- Two 1hr/ monthly reviews
- Full bookkeeping, payroll
- 3 personal tax returns preparation and filling
- 16hrs free tax represention
All Vault plans include: your personal tax strategist, your personal bookkeeper and unlimited yearly support.
Most times, taxes are confusing. Let Vault Make it Simpler!
With a dedicated team of tax experts and tech tools built for your success, you’ll run your business confidently knowing that our tax advisors have your back, no matter what happens in your business.
CLIENTS HELPED
Years in Business
Average Tax Savings
Subscribe to Vault
Call us today and strategize your taxes!
We Got You Covered. Don’t Get Caught Off Guard
We pride ourselves in helping our clients improve their operations and take advantage of tax efficiencies that they may not otherwise be aware of. The cost of a Vault subscription is tax deductible and pays for itself within months.
Our Customers
“As a group of tech start-up co-founders, we can’t thank Vault Tax enough for their expertise and guidance. We were navigating some complex 83(b) filings and had no idea how close we were to potential penalties that could’ve severely hurt us at capital exits. Vault stepped in, identified the issues, and provided clear, actionable advice that saved us from a financial disaster. Their knowledge and attention to detail gave us the confidence to focus on scaling our start-up without worrying about compliance headaches. Huge thanks to Alphus and the entire Vault team—your support has been invaluable!”
– Innovation.
” As fashion retailers with incomes from states like NY and CA, we were overwhelmed by income flow complexities. Vault fixed it all and clearly explained how each state handles corporate and individual income. Their expertise saved us time and stress—they even corrected 3 years of our past tax filing errors. Absolutely invaluable!
-Uncle inc.
“As a tech developer working between the UK and USA, navigating taxes felt impossible. Vault not only clarified the complexities of tax totalization treaties but showed how they protect my U.S. tax base and ensure my future Social Security benefits won’t be affected. Thanks to them, I avoided double taxation and can plan confidently for retirement. Their expertise has been a total lifesaver!
– Axe Solutions.