NEWUpdated for the 2026 tax law changes
Your taxes, run like a tech stack.
Filing, quarterly estimates, audit defense and year-round strategy for business owners, high-earning contractors and professionals. One connected system, reviewed by real tax pros.
- Free 20-minute review
- Flat monthly pricing
- CPA audit support
Why high earners switch to ExcelTax
Most tax help shows up once a year. Your income, deadlines and risks run all year. We built a system that does too.
4/yr
Every quarterly estimate calculated from your real books and scheduled before it is due — April, June, September and January.
7yrs
Returns, receipts and workpapers kept in your Vault for seven years — longer than the standard IRS look-back window.
365
A named tax pro who answers in September, not just in March — including when an IRS letter shows up.
Six connected modules. One tax picture.
Each module does one job well, and they share data — so the numbers that fund your estimates are the same numbers on your return and in your audit file.
Vault
Encrypted document intake. Snap a receipt, forward a 1099, upload a notice — everything lands in one organized, searchable file.
Ledger Sync
Connects your bank, cards, payroll and accounting software, then keeps categories clean month by month — not in a panic each spring.
Estimate Engine
Recalculates your federal and state estimates each quarter from year-to-date results, with safe-harbor math built in.
Filing Desk
Business and personal returns — 1040, 1120-S, 1065, 1120 and state — prepared by a pro and reviewed twice before you sign.
Audit Shield
If the IRS or your state opens an exam, we assemble your audit file and hand it to a partner CPA who represents you.
Notice Center
Upload any IRS or state letter. We tell you what it means within one business day and handle the response.
Reduce your risk of errors and missed deadlines
Penalties rarely come from one big mistake. They come from a missed quarterly payment, a 1099 that never made it onto the return, or a letter that sat unopened. ExcelTax watches all three, all year, and tells you what to do before it costs you.
Built for people who earn like a business
How we help each client type
Business ownersS-corps, LLCs and partnerships that need clean books, on-time returns and a plan for owner pay.
High-income contractors1099 consultants, creators and trades who need estimates handled and every deduction documented.
ProfessionalsPhysicians, attorneys, engineers and executives with W-2 income plus side practices, equity or investments.From scattered to sorted in four steps
Most clients are fully onboarded within two weeks. After that, the system runs in the background and we check in each quarter.
Connect
Link accounts and upload last year's returns. We flag anything missing.
Review
A strategy call to size your estimates, entity setup and biggest savings.
File
Returns prepared from books that were kept right all year, then reviewed twice.
Defend
Every return is backed by its workpapers, and a partner CPA if the IRS asks questions.